Customer Success Manager

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Customer Success Manager based in United States.

This role is centered on building strong post-sales relationships with enterprise fintech and financial institution clients, ensuring successful onboarding, product adoption, and long-term customer value. You will act as a trusted advisor to mid-market and enterprise accounts, guiding customers through implementation, integration, and ongoing optimization of a real-time financial data API platform. The position combines relationship management, technical understanding, and operational execution in a high-growth SaaS environment. You will lead onboarding programs across a large portfolio of accounts while also serving as a key escalation and support point for customer needs. The role requires strong cross-functional collaboration with Sales, Product, and Engineering teams to improve customer outcomes and drive expansion. This is a high-impact position ideal for someone who thrives in fast-paced, technical customer environments and enjoys shaping scalable customer success processes.

• Own and manage post-sales relationships for assigned mid-market and enterprise accounts, serving as the primary point of contact for onboarding, implementation, and ongoing success.
• Lead customer onboarding and integration processes, ensuring smooth configuration, go-live execution, and time-to-value acceleration.
• Design and deliver training programs to customer teams to drive product adoption and effective usage.
• Manage a high volume of accounts (80–100), ensuring consistent support, communication, and success tracking across the portfolio.
• Act as a first-line support and escalation point within a pooled customer success model, addressing customer inquiries and issues.
• Conduct regular business reviews with key stakeholders to assess performance, identify opportunities, and strengthen relationships.
• Partner with Sales teams on renewals, expansion opportunities, and upsell initiatives based on customer usage and needs.
• Gather and document customer feedback, product requests, and usage insights to inform product development.
• Monitor customer health metrics and engagement trends to proactively drive adoption and retention.

Requirements:

• 3–5+ years of experience in Customer Success, Account Management, or similar customer-facing roles within B2B SaaS, fintech, lending, or mortgage industries.
• Proven experience working in early-stage or high-growth startup environments.
• Strong track record of managing customer relationships and driving adoption, retention, and expansion outcomes.
• Experience in onboarding and implementation of technical or API-based products is highly desirable.
• Excellent communication skills with the ability to explain complex technical concepts to both technical and non-technical audiences.
• Strong problem-solving abilities with a proactive, customer-first mindset.
• Ability to manage a high-volume book of business while maintaining attention to detail and customer satisfaction.
• Bachelor’s degree in Computer Science, Engineering, Business, or related field, or equivalent practical experience.

Benefits:

• Competitive salary and equity package
• Fully remote work flexibility
• Comprehensive health, dental, and vision insurance
• 401(k) retirement plan
• Flexible time off policy
• Opportunity to work with cutting-edge financial data API technology
• Exposure to high-growth fintech customers and innovative technical products
• Clear career progression opportunities into technical or solutions-focused roles (e.g., TAM pathways)
• Inclusive, equal opportunity workplace culture