Customer Success Manager
mor searchNew York, NY
Customer Success Manager
mor searchNew York, NYSenior L5
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelCustomer Service RepresentativesSales Managers
Other Activities Related to Credit IntermediationCustom Computer Programming ServicesFinancial Transactions Processing, Reserve, and Clearinghouse Activities
APPLY NOW🚀 Customer Success Manager | Financial Institutions📍 New York or Los Angeles | Hybrid / Remote💰 $110K-$140K base | $130K-$170K OTE + equityI’m working with a high-growth Series A fintech that’s building AI-powered infrastructure for financial institutions. They’ve already signed 60+ banks, credit unions and fintechs and are now scaling their Customer Success function. This is not a traditional support-focused CSM role. You’ll own a portfolio of 15+ financial institution customers across:→ Launch & implementation→ Customer activation & adoption→ Retention, renewals & NRR→ Upsell & expansion→ Executive stakeholder management→ Data-driven QBRsYou’ll be responsible for making sure customers launch successfully, drive meaningful end-user adoption and continue finding more value from the platform.
The ideal candidate:
- Experience in Customer Success or Account Management within B2B technology
- Has owned retention, renewals, expansion or NRR
- Comfortable closing upsell opportunities
- Strong understanding of customer adoption / activation metrics
- Experienced running QBRs with senior stakeholders
- Ideally has experience selling into or working with banks, credit unions, fintechs or digital banking platforms Bonus points for:
- Banktech / fintech experience
- Embedded technology experience
- Land-and-expand experience
- Previous sales or sales-adjacent experience
- Startup / scaleup experience
This is a great opportunity to join a well-funded Series A business at the point where Customer Success is becoming a serious part of the revenue engine.
If you're a commercially-minded CSM who wants genuine ownership rather than simply managing tickets and renewals, drop me a DM.
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Level
Senior L5
Location
New York, NY
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
Other Activities Related to Credit Intermediation
Posted
6 days ago