Customer Success Manager - Financial Technology

Customer Success Manager

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, including payment processing, lending, and cash flow management tools. This role combines consultative engagement, structured success planning, and commercial awareness. You will act as a trusted advisor and product advocate, leading with curiosity, aligning to customer objectives, and guiding them toward sustained adoption and success while identifying opportunities to expand value. This role is focused on delivering strong outcomes and retention, owning renewal readiness, and expansion opportunities, while orchestrating buyer experiences that increase Lifetime Value for our clients.

Location: Salt Lake City, Utah - Hybrid

What Will You Do?

• Manage customer relationships via a dedicated book of business, owning the overall success of your customers, and ensuring long-term satisfaction and affinity.
• Build and foster relationships with key decision-makers and stakeholders across multiple customer teams working to understand observed issues and offer solutions.
• Drive account-wide adoption of products and services through proactive engagements, training, and support, helping customers drive maximum value.
• Implement carefully timed, personalized playbooks triggered by customer activities.
• Address low payments adoption through targeted outreach and enablement, investigating and identifying potential reasons for low adoption and usage.
• Combat churn through carefully planned, positive experiences across the post-sales buyer journey.
• Monitor customer health and create risk mitigation plans where needed.
• Schedule business reviews to realign on goals, problems, and needs; define next steps to drive user adoption and resolve risk issues.
• Continuously analyze data and customer activity to identify opportunities for upsell, cross-sell, and account management.
• Provide timely, reactive support for questions and concerns, and deliver high-value information, product updates, and event invitations.

What Will You Need to Succeed?

• Experience with payment processing, money movement, or other financial/payment products.
• Proven experience in a customer success or account management role, ideally within a SaaS, financial software, or subscription-based business model, including at least 2 years managing a dedicated book of business in the mid-market space.
• Strong understanding of the post-sales customer journey.
• Ability to orchestrate complex buyer experiences and drive long-term value.
• Strong negotiation skills; comfortable navigating financial conversations and cancellations.
• 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.

What We Offer:

• 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

MarketStar is firmly committed to Equal Employment Opportunity (EEO) and to compliance with all federal, state, and local laws that prohibit employment discrimination. Reasonable accommodations are available on request for candidates taking part in all aspects of the selection process. If you are an individual who identifies as someone with a disability and require reasonable accommodation(s) to complete any part of the job application process, please contact us at View email address on click.appcast.io for assistance.