Eltropy · 1 day ago
Customer Success Manager, Tier 2
Austin, TX
Full-time
Hybrid
Senior Level
5+ years expEltropy is seeking a proactive and results-driven Customer Success Manager to manage a portfolio of 50 mid-size customers in the South Central or Midwest U.S. region. The role focuses on ensuring customers derive maximum value from Eltropy's AI communications platform, driving retention, growth, and overall satisfaction through relationship management and strategic planning.
Artificial Intelligence (AI)Financial ServicesSoftware
Responsibilities
Serve as the primary contact for a portfolio of 50 customers, fostering trust and building strong, long-term relationships
Conduct regular check-ins and Strategic Business Reviews (SBRs) to ensure customers are achieving their desired outcomes
Cultivate customers who will serve as positive references of Eltropy to prospects
Advocate and drive customers’ product, technology, and service needs internally within Eltropy
Develop and execute tailored success plans to support customers in achieving their goals
Proactively identify and mitigate risks of churn through data analysis, usage tracking, and early intervention strategies
Identify opportunities for expansion and upsell within the portfolio by aligning customer needs with additional products or services
Collaborate with the Sales team to close expansion opportunities and ensure seamless handoffs
Program-manage the onboarding process, ensuring a smooth and successful implementation
Drive product adoption by providing training, resources, and best practices
Advocate for customers internally by communicating their needs and challenges to cross-functional teams
Collect and relay customer feedback to influence product development and improve the customer experience
Track and report on customer health, retention rates, and other key metrics
Maintain accurate records of customer interactions and updates in [CRM/CS platform]
Qualification
Required
5+ years of customer facing experience (account management, customer success), ideally in SaaS and FinTech
Customer-Centric Mindset: A passion for helping customers succeed and the ability to understand their needs and challenges
Strong analytical and problem-solving skills, with a proactive approach to identifying and addressing issues
Comfortable working with technology and able to quickly learn new software and tools
Data driven and unafraid to tackle big problems
Ability to work collaboratively across teams, including sales, product, and support
Willingness to travel quarterly (or as needed) to conduct in-person meetings with customers and with the rest of the Eltropy team
Team player, always willing to roll up your sleeves, jump in and help
Thrive in a fast-paced, start-up environment where priorities can change rapidly
Company
Eltropy
Eltropy is a Credit union and Community bank that offers voice, text messaging, secure chat, and video banking services.
51-200 employees
H1B Sponsorship
Eltropy has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (2)
2023 (1)
2022 (2)
2021 (2)
2020 (2)
Funding
Current Stage
Growth StageTotal Funding
$25MKey Investors
K1 Investment Management
2021-06-16Series A· $25M
Leadership Team
Ashish Garg
Co-founder and CEO
Saahil Kamath
Head of Products (AI)
Recent News
2026-01-07
2026-01-05
2025-12-19
Company data provided by crunchbase