Customer Success Manager

About This Opportunity

We are representing a fast-growing fintech organization seeking a Customer Success Manager to join their remote team. This role focuses on building strategic relationships with high-value customers, driving retention, and maximizing platform adoption across the customer lifecycle.

Location: Remote (must reside in AZ, CO, FL, GA, IL, MI, MN, NY, NC, TX, UT, or VT)

Responsibilities

• Own all strategic actions associated with customer engagement and retention efforts for top-tier accounts
• Build dynamic relationships with customers through meaningful interactions, developing a deep understanding of their business needs to drive retention
• Lead customers through early adoption and proactively shepherd them through lifecycle stages, educating on best practices and accelerating time-to-value
• Continuously evaluate customer health signals and feedback to surface churn risks and growth pathways across the customer lifecycle
• Execute proven sales methodologies to guide strategic customer conversations, deepen discovery, and influence outcomes
• Support "one-to-many" motions such as webinars to enable customer education at scale
• Collaborate with cross-functional teams to ensure the voice of the customer is elevated in an actionable format
• Proactively evaluate and suggest enhancements to processes and procedures to align team motions with business goals
• Leverage CRM and analytics tools (Salesforce, Tableau, Outreach, Gong) to ensure effective communication and impact assessment
• Consolidate customer feedback and present insights to leadership, product, and strategy teams

What We're Looking For

• 3+ years of experience in Customer Success, Account Management, Sales, or any client-facing role
• 1+ years of experience utilizing a CRM software system (Salesforce preferred)
• Experience in a scaled customer success environment, maximizing impact through scalable motions executed at key moments in the customer journey
• Proven ability to adopt new technologies and teach others effectively
• Strong communication and sales acumen, with the ability to understand customer needs and help them tap into platform value
• Analytical and strategic approach to customer success, with a focus on continuous improvement
• Excellent time-management skills and ability to remain flexible as the role evolves
• Track record of taking on additional responsibilities beyond direct scope, demonstrating natural curiosity
• Passion for building relationships with small business owners and helping their businesses succeed

Bonus qualifications:

• Experience working with small businesses in account management or customer success capacity
• Prior experience in a SaaS environment and/or financial technology space

How We Work With You

Our talent team at Get A Job.ai partners with leading organizations to connect exceptional candidates with opportunities that match their skills and career goals. Here's our process:

• Apply directly through the Get A Job.ai platform
• A dedicated recruiter from our team will review your application and conduct an initial screening
• Qualified candidates are submitted to our client for consideration
• We guide you through each stage of the interview process
• Please do not contact the client directly—all communication flows through Get A Job.ai

Pay

Our client offers competitive compensation. Pay details will be discussed during the screening process with our recruitment team.

Get A Job.ai is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all candidates regardless of race, gender, age, disability status, veteran status, sexual orientation, religion, or other protected characteristics.