Enterprise Customer Success Manager (Fintech)

Location: Fully remote, based anywhere in the United States or Canada; West Coast preferred

Company

A growth-stage fintech and API platform providing real-time consumer credit data, identity and account authentication, debt intelligence, payments, and balance transfers for banks, lenders, credit unions, and other financial services companies.

What you will do

• Own strategic enterprise relationships from implementation through adoption, expansion, and renewal.
• Build trusted relationships with executive, operational, and technical stakeholders and connect product adoption to measurable business outcomes.
• Create and execute customer success plans while driving retention, expansion, and customer advocacy.
• Lead executive business reviews covering performance, strategic priorities, open issues, and roadmap alignment.
• Monitor customer health, identify renewal risks and expansion opportunities, and maintain accurate forecasts.
• Lead complex customer issues through resolution with Product, Engineering, Sales, and Compliance, while bringing customer insights into product and go-to-market strategy.

Requirements

• 7–10+ years of experience in Customer Success, Account Management, Strategic Accounts, or a similar client-facing role in SaaS, fintech, or another high-growth technology company.
• Experience managing approximately 50 or more customers representing $2M or more in revenue.
• Strong track record managing complex, high-value enterprise relationships and building credibility with senior executives.
• Ability to connect customer business objectives with product adoption, retention, and expansion.
• Strong commercial judgment, problem-solving skills, operational rigor, and ability to structure ambiguous or high-pressure situations.
• Ability to coordinate technical and business teams and lead both C-suite conversations and tactical troubleshooting sessions.

Nice to have

• Experience working with large financial services customers, including lenders, debt relief companies, banks, credit unions, or financial marketplaces.
• Familiarity with API-driven or technically complex products.
• Experience building customer advocacy programs, case studies, references, and executive testimonials.

Culture & Benefits

• Fully remote company with ownership over the development of the Customer Success function, product, and operating processes.
• Competitive compensation and comprehensive health and welfare benefits.
• Early-stage stock option equity.
• Unlimited paid time off.
• Twice-yearly in-person company retreats.