About the Job:We are seeking a Customer Success Manager to serve as a trusted advisor to our enterprise Fintech and Financial Institution clients. This role entails strong relationship management skills to drive product adoption, customer satisfaction, and business outcomes in a high-growth environment.
What You'll Do- Own the relationship with assigned mid-market accounts post-sales(up to 250K ARR), serving as the primary point of contact for kickoff, out-of-the-box implementation, integration, training and optimization.
- Lead client onboarding, out-of-the-box implementation, configuration projects, collaborating with customers' teams for go-live and ongoing support.
- Create and deliver training programs for customer teams.
- Be part of the pooled model to answer customer questions and first-level triage .
- Execute onboarding and implementation for 80-100 accounts.
- Run periodic business reviews with key stakeholders.
- Partner with Sales on renewals and upsell opportunities.
- Document customer feedback and feature requests.
- Monitor customer metrics and usage patterns to identify opportunities for expanded adoption.
Who You Are- 3-5+ years of experience in customer success or similar customer-facing role within B2B SaaS, Mortgage, or Lending or fintech.
- Proven track record at early-stage startups (50-200 employees).
- Minimum 5 year tenure in previous positions, demonstrating stability and impact.
- Prior account management or customer management experience essential.
- Problem-solving capabilities.
- Outstanding communication skills with ability to explain product features, integrations and functionality to various audiences.
- Bachelor's degree in Computer Science, Engineering, or related field (or equivalent experience).
Success Metrics:- Customer retention and expansion rates.
- Time-to-value for new customers.
- Churn rate for your book of business.
- Product adoption metrics.
- Customer health scores.
- Revenue growth within accounts.
Benefits:- Competitive salary and equity package.
- Fully Remote.
- Health, dental, and vision benefits.
- 401(k)
- Flexible time off.
- Work with cutting-edge technology and innovative customers.
- Learn from an experienced leadership team from top tech companies.
- High-impact role with clear growth trajectory.
- Opportunity to shape the future of financial data access.
- This role serves as a stepping stone toward technical positions like TAM, offering exposure to API products and technical customer management.
$80,000 - $100,000 a year
Base salary; bonus and equity package are additional.
