Customer Success Manager

Overview

Job Description

Responsibilities

• - Own the relationship with assigned mid-market accounts post-sales(up to 250K ARR), serving as the primary point of contact for kickoff, out-of-the-box implementation, integration, training and optimization.
• - Lead client onboarding, out-of-the-box implementation, configuration projects, collaborating with customers’ teams for go-live and ongoing support.
• - Create and deliver training programs for customer teams.
• - Be part of the pooled model to answer customer questions and first-level triage.
• - Execute onboarding and implementation for 80-100 accounts.
• - Run periodic business reviews with key stakeholders.
• - Partner with Sales on renewals and upsell opportunities.
• - Document customer feedback and feature requests.
• - Monitor customer metrics and usage patterns to identify opportunities for expanded adoption.

Required Skills

• - 3-5+ years of experience in customer success or similar customer-facing role within B2B SaaS, Mortgage, or Lending or fintech.
• - Proven track record at early-stage startups (50-200 employees).
• - Minimum 5 year tenure in previous positions, demonstrating stability and impact.
• - Prior account management or customer management experience essential.
• - Problem-solving capabilities.
• - Outstanding communication skills with ability to explain product features, integrations and functionality to various audiences.
• - Bachelor’s degree in Computer Science, Engineering, or related field (or equivalent experience).

Benefits

• - Competitive salary and equity package.
• - Fully Remote.
• - Health, dental, and vision benefits.
• - 401(k)
• - Flexible time off.
• - Work with cutting-edge technology and innovative customers.
• - Learn from an experienced leadership team from top tech companies.
• - High-impact role with clear growth trajectory.
• - Opportunity to shape the future of financial data access.