ABOUT CCA
The Cannabiz Credit Association (CCA) is the cannabis industry's credit bureau — the first and leading platform providing credit scores, debtor data, and accounts receivable infrastructure to 130+ cannabis companies across Michigan and beyond. We exist to bring transparency, accountability, and financial intelligence to an industry the traditional financial system has ignored.
OUR MISSION (The Why)
We exist to establish a fair and level playing field for cannabis operators to safely, properly, and effectively manage risk when extending credit terms through transparent data and accountability.
OUR DNA (The Core Values)
Community First: We prioritize the collective good of our members. Every decision starts with: "How does this help the community succeed?"
Clarity through Data: We turn complexity into actionable insight. We reward transparency and fact-based decisions over assumptions.
Accountability builds Trust: We do what we say, when we say we’ll do it. Reliability is our most valuable asset.
ROLE OVERVIEW
We're looking for a driven, organized, and people-first Customer Success & Account Manager to join the CCA team to help grow our customer success department. This role is the connective tissue between our members and the full value of their CCA membership. You'll own the member relationship from onboarding through retention — making sure every account is active, informed, and getting results. For the right person, this role has a clear path to full-time.
PRIMARY RESPONSIBILITIES
Member Onboarding & Access
Ensure all users within a member account are set up and have proper platform access, ensuring a “Community First” experience from day one
Serve as the first point of contact for member questions, troubleshooting, and support
Deliver a white-glove onboarding experience that sets expectations and drives early adoption
AR Audits & Revenue Expansion
Conduct accounts receivable (AR) audits with members to review outstanding balances and credit exposure
Identify upgrade opportunities and clearly communicate the value of CCA's premium membership tiers
Proactively submit eligible unpaid receivables as claims to CannaBIZ Collects where applicable
Scheduling & Pipeline Management
Book and confirm next meetings at the close of every member interaction — no orphaned accounts
Maintain a healthy meeting cadence with existing members to ensure ongoing engagement and retention
Log all activity and account notes in CRM; keep pipeline current and accurate
Training & Platform Adoption
Train members across departments — sales, collections, and accounting — on how to use CCA's tools effectively
Tailor training to the user's role: sales teams on pre-credit checks, collections teams on the debtor database, accounting on AR monitoring
Create and maintain simple training materials and guides as the membership base grows to help systematize Customer Success and member engagement
WHAT SUCCESS LOOKS LIKE
Every member account has full user access within the first week of onboarding
AR audits are completed on a regular cadence for active accounts
Eligible bad debt claims are submitted to CannaBIZ Collects without delay
No member goes more than 30 days without a scheduled touchpoint
Members in your book of business renew and upgrade at above-average rates
WHAT WE'RE LOOKING FOR
1–3 years in customer success, account management, or a client-facing support role
Comfortable discussing financial concepts — AR, credit terms, collections — with business owners and finance teams
Strong communicator: clear, confident, and responsive over email, phone, and video
Highly organized with strong follow-through; you don't let things fall through the cracks
Experience with CRM tools (HubSpot, Salesforce, or similar)
Cannabis industry knowledge is a plus — but not required; a willingness to learn is
GROWTH PATH
This role starts as an independent contractor by design. As CCA's membership base grows and you demonstrate impact, there is a clear path to a W-2 role with expanded responsibilities, compensation, and scope. We're building the financial infrastructure layer for an entire industry — the right person grows with us.