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Stream · 17 hours ago

Technical Client Success Manager

NYC Metro Area

Full-time

Hybrid

Mid, Senior Level

$0/yr - $130K/yr

5+ years exp

Stream is a growing FinTech company on a mission to bring financial wellbeing to all workers. The Technical Client Success Manager will own strategic customer relationships and lead a team while working closely with product and engineering to enhance customer success initiatives.

Financial Services

Hiring Manager

Olivia Gregory

Responsibilities

Own strategic relationships with 5-10 enterprise customers (10,000+ employees)

Serve as primary technical point of contact from post-sale through renewal and expansion

Lead quarterly business reviews demonstrating impact on financial wellbeing metrics, retention, and recruitment

Drive product adoption and feature utilization through data-driven engagement strategies

Troubleshoot complex technical issues involving payroll integrations, data flows, and API configurations

Identify expansion opportunities and partner with Sales on upsells and cross-sells

Act as customer advocate internally—translating needs into product requirements and roadmap priorities

Mentor a small team of 2-3 technical CS professionals

Define the playbook for technical customer success—methodologies, metrics, and best practices

Create scalable processes for onboarding, health scoring, and lifecycle management

Establish success metrics and reporting frameworks to measure customer health and CS impact

Foster a culture of technical excellence, customer empathy, and continuous improvement

Partner with Product, Engineering, and Sales leadership to align on customer strategy

Build customer feedback loops that inform product strategy and development priorities

Design and implement customer education programs (webinars, documentation, training)

Develop case studies and customer success stories to support marketing and sales efforts

Identify trends across customer base to proactively address churn risks and expansion opportunities

Qualification

Technical fluencyCustomer relationship managementData-driven approachAPIsWebhooksTeam leadershipBuilder mentalityCommercial acumenExceptional communication

Required

5-7 years of professional experience

Proven player-manager experience—you've successfully balanced hands-on customer work with team leadership

Deep technical fluency—comfortable discussing APIs, webhooks, data integrations, and system architecture

Track record of managing enterprise customers with complex technical requirements

Data-driven approach to customer health, adoption metrics, and business outcomes

Exceptional communicator who can translate technical complexity for both technical and business audiences

Builder mentality—you've created CS processes, frameworks, or teams from early stages

Strong commercial acumen—you understand SaaS economics, expansion models, and churn prevention

Benefits

10 Days vacation increasing to 15 days after one year of service in addition to federal holidays, as well as flexible time off allowances for any ad-hoc childcare/family/caring needs

12 weeks paid Maternity Leave and 2 weeks paid Paternity Leave for employees with over 12 months service

Health, dental and vision benefits (a number of these benefits are paid in full for the employee)

Swanky equipment - from the latest Apple MacBooks to 34” monitor delivered to your home office.

We want to invest in you financially, so we have a 401K program