Senior Customer Success Manager

Sydecar, Inc

$100K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5 to 8 years of experience in customer success or account management in fintech, SaaS, or financial services
  • Proven ability to manage renewals end to end and discuss pricing directly
  • Skilled in identifying and advocating for account expansion opportunities
  • Comfortable presenting to high-level executives and troubleshooting technical issues
  • Systems-oriented approach to account management to prevent oversight
  • Experience in creating processes for recurring problems
  • Bonus: familiarity with API products, venture capital, or SPV administration

Responsibilities

  • Manage complex customer relationships including API clients and enterprise accounts
  • Conduct quarterly business reviews and ensure proper account representation in internal discussions
  • Lead customer calls and debrief cross-functional teams afterward
  • Monitor accounts for attention needs like open drafts and renewals
  • Develop templates and processes for repeatable customer success functions

Benefits

  • Genuine ownership of customer relationships and metrics
  • Clear mandate and improved tools for success
  • Opportunity to shape and grow the customer success function
  • Possibility to build processes that enhance efficiency and effectiveness
Full Job Description
What you'll own

This is a senior role with a real book of business. You'll be responsible for our most complex customer relationships: API clients, enterprise accounts, and managers whose deal volume and activity require genuine attention rather than a monthly check-in. That means running quarterly business reviews, owning renewals from start to finish, managing escalations, and making sure your accounts have a voice internally when product, engineering, and operations are making decisions that affect them.

What you'll do day to day

This role reports to Sam Sandler, Head of Sales. You'll start each week knowing which accounts need attention - open drafts, upcoming renewals, accounts that have gone quiet, API issues in progress. You'll run customer calls at every level, from routine check-ins to QBRs, and debrief internally afterward so product and operations stay informed. Over time, you'll build the templates and processes that make this function repeatable: QBR decks, renewal playbooks, escalation workflows.

Who you are
  • 5 to 8 years of experience in customer success, account management, or a client-facing role at a fintech, SaaS, or financial services company
  • You've owned renewals end to end and can have a direct pricing conversation
  • You know how to make the case for expansion when the timing is right
  • You're comfortable presenting to a GP or CTO, and equally comfortable digging into why a data field is returning incorrectly in an API response
  • You operate from a system, not from working harder than everyone else, so your accounts don't fall through the cracks
  • When you see a recurring problem, you build a process around it rather than solving it from scratch each time
  • Bonus: experience with API products, venture capital, or SPV administration. What matters most is that you've managed high-stakes customer relationships and have the judgment to know when to escalate, when to hold firm, and when to just pick up the phone

Why this role

Sydecar is rebuilding its CS function with a clearer mandate and better tooling than it's had before. The person in this role will have genuine ownership over their book, their metrics, and how the function develops. If you want to manage relationships and build something at the same time, this is that job.

Similar Jobs

More Jobs at Sydecar, Inc

More Finance & Insurance Jobs

Find similar Senior Customer Success Manager jobs: