Undisclosed · 3 hours ago
Customer Success Manager
United States
Full-time
Remote
Mid Level
$180K/yr - $360K/yr
3+ years expUndisclosed company is seeking a Customer Success Manager to drive customer satisfaction, adoption, and retention for their products. The role involves managing customer relationships, delivering onboarding and support programs, and collaborating across teams to ensure a seamless customer experience.
Financial Services
Hiring Manager
Burgos Azieljoy
Responsibilities
Lead customer onboarding, training, and enablement programs to ensure smooth adoption of products and services
Monitor adoption metrics and usage trends to proactively address gaps and opportunities
Develop personalized success plans aligned with customer objectives and KPIs
Serve as the primary point of contact for assigned accounts
Build strong relationships with key stakeholders to ensure satisfaction and renewal
Identify risks to retention and develop mitigation strategies
Collect and share customer feedback with Product, Sales, and Marketing teams to influence roadmap, product improvements, and feature adoption
Act as a customer advocate internally to drive alignment on solutions and best practices
Track customer health scores, adoption metrics, and satisfaction scores (CSAT, NPS)
Prepare regular reports for leadership on customer success initiatives, retention, and upsell opportunities
Partner with Sales, Product, Marketing, and Support to align on onboarding, campaigns, retention, and renewal strategies
Share insights and best practices with peers to improve team performance and efficiency
Qualification
Required
3–6 years of experience in customer success, account management, or client-facing roles
Proven track record of driving customer adoption, retention, and satisfaction
Strong communication, presentation, and relationship-building skills
Experience with CRM and customer success tools (Salesforce, HubSpot, Gainsight, etc.)
Analytical mindset with ability to track KPIs, identify trends, and recommend actions
Comfortable working in a fast-paced, growth-oriented environment
Preferred
Experience in B2B SaaS, AI, fintech, or high-growth technology companies
Familiarity with renewal, upsell, and cross-sell strategies
Background in onboarding, training, or support operations
Company
Undisclosed
Financial Services
Founded in 2016US
10001+ employeesFunding
Current Stage
Late StageLeadership Team
Sean Blanton, Ph.D.
Co-Founder and Member of the Management Board
Jeff Saginor
Chief Technology Officer
Company data provided by crunchbase