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.
JOB DESCRIPTIONStrategic Finance AssociateDepartmentFinanceLocationAustin, TXFLSA StatusExemptEmployment TypeFull TimePosition... ...equity, venture capital, corporate finance, or FP&A; strong internship experience will be considered for new graduates. Advanced...
...Title: Nanny Salary: $100,000 - $125,000 p.a. Start: ASAPResponsibilities Provide attentive, nurturing, and age-appropriate care for... ...clothing needs, and inventory management.Pack and unpack for family travel and children's activities.Maintain organization of children's...
...Mixed ICU with 28 beds Patient Ratios: 1:2, 1:3 (includes holding inpatient PCU/med surg admissions) Documentation System: Meditech Equipment: Mobile computer workstation on wheels, i-mobile phones for each care team member Scheduling Requirements: 3 shifts...
Under the general guidance of the IT/Security Architect or Systems Manager, the candidate... ...foundation of IT/Security architectural experience with an understanding of Internet, server... ...the assigned responsibilities.Guides Cyber Governance and Information Protection team...
...Work-From-Home Data Entry Research Panelist Join Our Team as a Work-From-Home Data Entry Research Panelist! Are you ready to earn money... ...that contribute to meaningful outcomes. Enjoy the freedom of remote work while building your career. This role is your chance to...