Customer Success Manager

Job Description

Customer Success Manager | Financial Institutions

New York or Los Angeles | Hybrid / Remote

$110K-$140K base | $130K-$170K OTE + equity

I’m working with a high-growth Series A fintech that’s building AI-powered infrastructure for financial institutions.

They’ve already signed 60+ banks, credit unions and fintechs and are now scaling their Customer Success function.

This is not a traditional support-focused CSM role.

You’ll own a portfolio of 15+ financial institution customers across:

→ Launch & implementation

→ Customer activation & adoption

→ Retention, renewals & NRR

→ Upsell & expansion

→ Executive stakeholder management

→ Data-driven QBRs

You’ll be responsible for making sure customers launch successfully, drive meaningful end-user adoption and continue finding more value from the platform.

The ideal candidate:

• Experience in Customer Success or Account Management within B2B technology

• Has owned retention, renewals, expansion or NRR

• Comfortable closing upsell opportunities

• Strong understanding of customer adoption / activation metrics

• Experienced running QBRs with senior stakeholders

• Ideally has experience selling into or working with banks, credit unions, fintechs or digital banking platforms

Bonus points for:

• Banktech / fintech experience

• Embedded technology experience

• Land-and-expand experience

• Previous sales or sales-adjacent experience

• Startup / scaleup experience

This is a great opportunity to join a well-funded Series A business at the point where Customer Success is becoming a serious part of the revenue engine.

If you're a commercially-minded CSM who wants genuine ownership rather than simply managing tickets and renewals, drop me a DM.