Ag Credit Analyst - Customer Success

Summary

Legacy Farmer is a company dedicated to helping farmers manage their finances and build sustainable businesses. The Ag Credit Analyst - Customer Success role focuses on onboarding new clients, providing ongoing care, and ensuring customer retention by delivering exceptional service and support to farmers.

Responsibilities

• Onboarding: Take new customers from signed-up to confident: financials loaded, numbers accurate, and a farmer who understands their own operation better in 30 days than they did after 20 years of bank meetings
• Ongoing Care: Proactive, scheduled, prepared touchpoints where you show up already knowing their numbers, marketing plan, and debt structure
• Retention: Ensure customers renew because the value is undeniable. Identify wobbling accounts in data early and take proactive action
• The Standard: As our first hire in this profile, your onboarding, communication, and retention methods will set the documented standard and playbook for the team

Skills

• Must be located in US (Remote with Central-time overlap)
• 3+ years as a credit analyst, portfolio manager, or relationship manager at an ag bank, Farm Credit association, or ag lender
• Ability to spread farm financials, build cash flow projections, calculate cost of production/breakevens, and clearly explain financial concepts like working capital in plain language
• Experience or familiarity with AI tools for financial analysis and workflow automation
• Background serving diverse farm operation sizes and types

Qualifications

Must Haves

• Must be located in US (Remote with Central-time overlap)
• 3+ years as a credit analyst, portfolio manager, or relationship manager at an ag bank, Farm Credit association, or ag lender
• Ability to spread farm financials, build cash flow projections, calculate cost of production/breakevens, and clearly explain financial concepts like working capital in plain language

Nice to Haves

• Experience or familiarity with AI tools for financial analysis and workflow automation
• Background serving diverse farm operation sizes and types

Benefits

• Healthcare: Health Reimbursement Program
• Retirement: 401(k) participation
• Flexible Time Off plus Paid Company Holidays
• Up to $500 annual home office and wellness reimbursement