Customer Success Manager

Role Overview

We’re hiring a Customer Success Manager to help our customers realize real, measurable value as we scale. This is a hands-on leadership role for someone who thrives in a fast-moving startup environment, brings deep credibility in credit unions or community banks, and knows how to engage confidently with executive-level leaders through to front-line teams in a way that earns trust and confidence.

What You Will Do

As a Customer Success Manager, you’ll own customer outcomes across the full lifecycle — from onboarding and adoption to ongoing support and long-term success — while setting the standard for excellence, judgment, and customer trust. You will act as a trusted advisor in complex, high-impact customer scenarios, build strong relationships with credit union and community bank executives, and serve as a consultative advisor to customers.

Why It Might Be a Fit

We’re looking for someone with direct experience working with credit unions or community banks, experience in Customer Success, Support, Operations, or Technical Support within B2B SaaS, and a demonstrated ability to engage and influence executive-level stakeholders.

Requirements

• Direct experience working with credit unions or community banks
• Experience in Customer Success, Support, Operations, or Technical Support within B2B SaaS
• Demonstrated ability to engage and influence executive-level stakeholders
• Proven ability to train and educate users of all technical levels
• Strong experience with system configuration, workflows, or complex software platforms
• Comfort operating in regulated financial environments