Customer Success Manager – FinTech

Role Overview

We are seeking a Customer Success Manager with 5+ years of B2B SaaS customer success experience to drive customer adoption, strengthen long-term partnerships, and help finance teams maximize the value of accounts receivable automation.

What You Will Do

Manage post-onboarding relationships with enterprise customers, help customers achieve business goals, monitor product usage, and track account health.

Why It Might Be a Fit

This role requires strong customer trust-building skills, ability to understand business objectives, and drive measurable post-adoption outcomes.

Requirements

• 5+ years of experience in Customer Success or a related post-sale role within B2B SaaS, including enterprise accounts
• Proven experience managing complex customer relationships across finance, IT, operations, and executive stakeholders
• Strong ability to build customer trust, understand business objectives, and drive measurable post-adoption outcomes
• Experience identifying account risks, communicating concerns proactively, and coordinating effective solutions
• Ability to connect software capabilities with customers’ operational workflows
• Excellent written and verbal communication, account planning, and CRM documentation skills
• Strong collaboration skills and the ability to manage a sizeable customer portfolio