Customer Success Manager

Senior Customer Success ManagerThe Senior Customer Success Manager is the strategic anchor of the customer relationship — responsible for driving adoption, value realization, and proactive retention across a portfolio of accounts. You will serve as a trusted advisor to customers, ensuring they achieve measurable business outcomes while identifying and mitigating risk before it ever reaches the commercial layer.This role is built for someone who is proactive by nature, operationally disciplined, and energized by building customer relationships at scale. You bring a project management mindset, a bias toward data-driven action, and the executive presence to influence outcomes at every level of the customer organization. This role offers both a remote and hybrid option. Employees located within 30 miles of Plano TX, are required to be in-office Tuesday through Thursday each week.If remote, ideally, candidates will sit in the following states: AL, AZ, CA, CO, DC, DE, FL, GA, ID, IL, LA, MI, MA, MO, NC, NH, NJ, NV, NY, PA, OR, OH, RI, SC, TX, UT, VA, WA, WI.Customer Adoption & Value RealizationDrive customer onboarding, product adoption, and ongoing engagement across your portfolioAlign product value to customer business outcomes, ensuring customers realize measurable ROILead strategic business reviews and customer success planning sessionsDeliver proactive recommendations and best practices that improve customer outcomesProactive Risk ManagementMonitor customer health, product usage, and engagement trends to identify churn risk earlyExecute mitigation strategies and success playbooks for at-risk accountsPartner with Account Management on save motions, retention plans, and renewal strategiesCustomer EngagementBuild trusted relationships with customer stakeholders at all levels of the organizationServe as the primary strategic advisor for product adoption and operational best practicesExecute proactive engagement cadences and lifecycle strategies across your book of businessOperational ExcellenceMaintain accurate customer health data, account insights, and lifecycle tracking in Salesforce and CS platformsExecute customer success playbooks and engagement frameworks with consistency and disciplineLeverage customer signals and usage data to prioritize action and drive outcomes at scaleContribute to scalable CS processes, programs, and operational improvementsExpansion IdentificationIdentify customer growth opportunities through usage trends, business needs, and stakeholder conversationsPartner with Account Management to surface and support expansion strategiesAdvocate for customer needs internally while balancing business objectivesWhat You've DoneRequiredSpent 5–10+ years in Customer Success, Strategic Customer Management, or Account Management within SaaSManaged a portfolio of accounts with clear ownership of retention, adoption, and customer health outcomesDriven measurable reductions in churn and improvements in customer engagement and product adoptionBuilt and maintained relationships with executive stakeholders across complex, strategic accountsOperated with high autonomy and discipline in a fast-paced, high-growth SaaS environmentUsed data and customer health signals to proactively identify risk and drive actionPreferredWorked in Fintech, HRTech, Payroll, Benefits, or a PE-backed SaaS environmentNavigated segmented account models in a high-growth SaaS organizationApplied customer health scoring frameworks and digital engagement models at scaleUsed Salesforce and CS platforms such as Gainsight, ChurnZero, or CatalystAbout TapcheckTapcheck is a digital platform offering an easy and convenient way to access on-demand earnings early. Available at no cost to employers, our app-based on-demand pay solution helps relieve the financial stress that many employees experience on a daily basis.The Tapcheck team is passionate about our mission to improve financial wellness and boost business productivity. By giving workers the ability to transfer wages they've earned directly to their bank account or pay card without waiting for payday, Tapcheck eliminates the need for high-interest payday loans or employer-funded cash advances.How We Get Things DoneHumility: We believe in the power of humility. We value team players who are down-to-earth, respectful, and open to learning from others. Our employees approach challenges with a positive attitude, acknowledging their strengths and weaknesses while celebrating the achievements of their colleagues.Grit: We admire individuals with grit – those who demonstrate unwavering determination and resilience in the face of obstacles. At Tapcheck, we take pride in overcoming challenges together, pushing the boundaries of what is possible, and embracing failure as an opportunity for growth.Raising the Bar: Continuous improvement is at the heart of our culture. We are committed to setting high standards and pushing ourselves to exceed them. We seek employees who are innovative and strive for excellence, constantly seeking ways to enhance our products, services, and processes.Striving for Growth: We foster an environment that encourages personal and professional development. Our employees are driven to learn, grow, and adapt to new circumstances. We support individuals who take initiative, seek out new challenges, and actively contribute to their own growth and the growth of the company.Why Join Tapcheck?Mission that matters. We're changing how Americans access their pay — giving workers financial flexibility without the debt trap of payday loans.Flexible PTO. No accrual caps, no counting days. Take the time you need.10 paid holidays. Including both Christmas Eve and New Year's Eve.Comprehensive health coverage. Medical through Blue Cross Blue Shield of Texas (PPO and HDHP options, HSA-eligible with employer contribution), plus dental and vision through MetLife.FSA, Basic Life/AD&D, and an Employee Assistance Program (EAP).401(k) with a 100% match up to 3% of your salary, through Mutual of America. Eligible after 90 days.A team that lives its values. Humility, grit, and a genuine drive to raise the bar — every day.Compensation at Tapcheck is competitive and benchmarked to your role and the market. We're committed to a total rewards package that reflects your impact. Full details are shared as part of our hiring process.Equal Employment Opportunity Policy Tapcheck, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.