Customer Success Manager
Core
Strategic Customer Success Manager responsible for building long-term partnerships with a portfolio of B2B financial services customers to drive platform adoption, retention, and expansion.
Role type
Senior IC Customer Success Manager (B2B SaaS/Fintech)
Builds
B2B accounts receivable workflow and payment software platform
Domain
Fintech / B2B SaaS / Accounts Receivable
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Customer success or account management experience, relationship building with senior stakeholders, financial services knowledge, complex scenario analysis, AI tool proficiency, proactive collaboration
Preferred skills
Fintech or AR technology experience, CRM/CS platform familiarity (Salesforce/Gainsight), AI-assisted workflow implementation
Responsibilities
Define success metrics and drive platform adoption for assigned customer portfolio, monitor customer health using AI dashboards and intervene on risks, build trust-based relationships with key stakeholders from users to executives, identify upsell opportunities and collaborate on growth, represent customer voice internally to Product and Support teams, develop customer advocacy materials like case studies
Seniority
Mid-Senior, hands-on IC
