Customer Success Manager
Core
Own the full customer lifecycle (onboarding, adoption, expansion) for B2B payments clients using AI-powered workflows to drive commercial growth.
Role type
Senior Customer Success Manager (Commercial/Expansion focus)
Builds
Customer adoption, expansion pipeline, and AI-optimized CS workflows
Domain
B2B Payments / Fintech / SaaS
Required skills
Customer lifecycle ownership, AI tool adoption, project management, financial acumen, data analysis, stakeholder coordination, playbook creation
Preferred skills
HubSpot, Intercom, Linear, Slack, B2B SaaS experience, Fintech background
Technologies
Microsoft Excel, HubSpot, Intercom, Linear, Slack
Responsibilities
Run structured onboarding projects coordinating multiple stakeholders; build and manage expansion pipeline using AI-driven signals; monitor customer health via AI-assisted dashboards; lead executive business reviews; synthesize feedback for Product/Engineering; build scalable CS playbooks and workflows.
Seniority
Mid-Senior, hands-on IC