Customer Success Manager at Jobgether

, , United States -

Full Time

Start Date

Immediate

Expiry Date

02 Oct, 26

Salary

0.0

Posted On

04 Jul, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Success Management, Account Management, Onboarding, API Implementation, Relationship Management, Technical Communication, Problem Solving, Cross-functional Collaboration, Customer Retention, Product Adoption, Business Reviews, Fintech Knowledge

Industry

Internet Marketplace Platforms

Description

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Customer Success Manager based in United States. This role is centered on building strong post-sales relationships with enterprise fintech and financial institution clients, ensuring successful onboarding, product adoption, and long-term customer value. You will act as a trusted advisor to mid-market and enterprise accounts, guiding customers through implementation, integration, and ongoing optimization of a real-time financial data API platform. The position combines relationship management, technical understanding, and operational execution in a high-growth SaaS environment. You will lead onboarding programs across a large portfolio of accounts while also serving as a key escalation and support point for customer needs. The role requires strong cross-functional collaboration with Sales, Product, and Engineering teams to improve customer outcomes and drive expansion. This is a high-impact position ideal for someone who thrives in fast-paced, technical customer environments and enjoys shaping scalable customer success processes. \n Accountabilities: Own and manage post-sales relationships for assigned mid-market and enterprise accounts, serving as the primary point of contact for onboarding, implementation, and ongoing success. Lead customer onboarding and integration processes, ensuring smooth configuration, go-live execution, and time-to-value acceleration. Design and deliver training programs to customer teams to drive product adoption and effective usage. Manage a high volume of accounts (80–100), ensuring consistent support, communication, and success tracking across the portfolio. Act as a first-line support and escalation point within a pooled customer success model, addressing customer inquiries and issues. Conduct regular business reviews with key stakeholders to assess performance, identify opportunities, and strengthen relationships. Partner with Sales teams on renewals, expansion opportunities, and upsell initiatives based on customer usage and needs. Gather and document customer feedback, product requests, and usage insights to inform product development. Monitor customer health metrics and engagement trends to proactively drive adoption and retention. Requirements: 3–5+ years of experience in Customer Success, Account Management, or similar customer-facing roles within B2B SaaS, fintech, lending, or mortgage industries. Proven experience working in early-stage or high-growth startup environments. Strong track record of managing customer relationships and driving adoption, retention, and expansion outcomes. Experience in onboarding and implementation of technical or API-based products is highly desirable. Excellent communication skills with the ability to explain complex technical concepts to both technical and non-technical audiences. Strong problem-solving abilities with a proactive, customer-first mindset. Ability to manage a high-volume book of business while maintaining attention to detail and customer satisfaction. Bachelor’s degree in Computer Science, Engineering, Business, or related field, or equivalent practical experience. Benefits: Competitive salary and equity package Fully remote work flexibility Comprehensive health, dental, and vision insurance 401(k) retirement plan Flexible time off policy Opportunity to work with cutting-edge financial data API technology Exposure to high-growth fintech customers and innovative technical products Clear career progression opportunities into technical or solutions-focused roles (e.g., TAM pathways) Inclusive, equal opportunity workplace culture \n How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1

Responsibilities

Manage post-sales relationships for mid-market and enterprise fintech clients, focusing on onboarding, product adoption, and long-term value. Act as a technical advisor and escalation point while collaborating with internal teams to drive customer expansion and retention.