Customer Success Manager – Financial Technology

Role Overview

The Customer Success Manager is responsible for managing a portfolio of high-value Mid-Market customers, ensuring they achieve meaningful outcomes and realize long-term value through the client’s payment solution.

What You Will Do

Manage customer relationships, build and foster relationships with key decision-makers, drive account-wide adoption of products and services, and address low payments adoption.

Why It Might Be a Fit

The ideal candidate will have experience in customer success or account management, a strong understanding of the post-sales customer journey, and excellent communication and negotiation skills.

Requirements

• Experience with payment processing, money movement, or other financial/payment products
• Proven experience in a customer success or account management role
• Strong understanding of the post-sales customer journey
• Ability to orchestrate complex buyer experiences and drive long-term value
• Strong negotiation skills
• Excellent communication, interpersonal, and presentation skills
• A proactive and problem-solving mindset with a focus on customer outcomes
• Ability to analyze data and identify trends to inform customer strategies
• Experience with Salesforce, Gainsight, or other CRM and Customer Success platforms
• Experience with onboarding and implementation processes for new solutions preferred
• Familiarity with risk mitigation strategies to combat customer churn
• Understanding of ROI realization in subscription models

Benefits

• Structured learning and career development programs
• Mental health program
• Generous Paid Time Off policy
• Paid medical leave
• Child/Dependent care reimbursement
• Education reimbursement
• 401k match, hardship loan program, access to financial wellness advisor
• Comprehensive healthcare coverage including medical, dental, and vision