Customer Success Manager
Core
Drive adoption, retention, and expansion for B2B financial software clients by acting as a strategic partner from onboarding through growth.
Role type
Senior Customer Success Manager (B2B SaaS)
Builds
Long-term customer relationships and product adoption for corporate financial operations
Domain
Fintech / Corporate Finance / Expense Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
B2B customer success management, onboarding strategy, churn risk mitigation, account expansion, stakeholder partnership, data-driven prioritization
Preferred skills
Finance/accounting/payments domain knowledge, CPA/CA/CFA designation
Technologies
Customer success platforms, data analytics tools
Responsibilities
Manage onboarding and define success criteria for new customers; Monitor health signals and proactively mitigate churn risks; Drive adoption of full product suite and identify expansion opportunities; Gather customer feedback to inform product development; Collaborate on scalable processes to enhance customer experience
Seniority
Mid-Senior, hands-on IC
