Customer Success Manager

Salary Range: $115K-$130K | Exempt

Schedule: Full-time | Monday-Friday, 9-6

About the Opportunity

Our client, a rapidly scaling fintech SaaS startup, is seeking a Customer Success Manager to drive client engagement, retention, and long‑term value. This newly created role offers a unique opportunity to make a direct impact within a high‑growth, innovation‑driven environment.

Skills & Qualifications

• 2+ years of experience in customer success, account management, or client‑facing roles
• Background in SaaS, fintech, or technology environments preferred
• Strong communication and relationship management skills
• Proven ability in problem‑solving, organization, and prioritization
• Comfortable navigating a fast‑paced startup environment
• Interest in AI, automation, and financial technology solutions

Key Job Functions

• Lead customer onboarding and implementation to ensure seamless adoption
• Build and maintain strong relationships with finance and operations stakeholders
• Drive customer engagement, retention, and product adoption
• Monitor customer health metrics and proactively resolve challenges
• Identify upsell and expansion opportunities in partnership with sales teams
• Collaborate cross‑functionally with product and engineering teams to enhance user experience
• Contribute to building scalable customer success strategies and processes

All applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law.