CareerPlan

Customer Success Manager

San FranciscoFull-time$105k–$110k2026-11-07 → 2026-11-08
No visa sponsorship

Core

Own the end-to-end lifecycle of Ascend's highest value customers, serving as a trusted advisor to ensure adoption, retention, and expansion.

Role type

Senior Customer Success Manager (B2B SaaS/Fintech)

Builds

Post-implementation customer success function for high-value insurance and financial services clients

Domain

Fintech / Insurance / B2B SaaS

Required skills

Strategic account management, stakeholder engagement, renewals and expansion, cross-functional partnership, customer lifecycle ownership, scalable process design

Preferred skills

Insurance, financial services, or fintech domain expertise

Technologies

Customer Success tools, CRM platforms

Responsibilities

Manage a portfolio of mid-market and enterprise customers, lead business reviews and feature rollouts, act as the voice of the customer to inform product decisions, drive renewals and expansion motions, define scalable Customer Success best practices

Seniority

Mid-Senior, hands-on IC