Scaled Customer Success Manager (Fintech)

Location: United States; remote-first role

On-target earnings: $74,800–$105,600 USD annually, depending on geographic zone.

Company

Financial technology company building automation tools for payables, receivables, spend, and expense management.

What you will do

• Manage a shared portfolio of small and mid-size business customers using data-driven success plans.
• Own retention, renewals, revenue targets, and upsell or cross-sell opportunities.
• Run customer training sessions and webinars focused on product configuration, enablement, and best practices.
• Monitor customer health metrics and platform usage to prioritize outreach, mitigate risk, and identify expansion opportunities.
• Lead value-based conversations with controllers, accountants, CFOs, and other finance stakeholders.
• Maintain customer records and collaborate with Sales, Support, Product, and Operations to resolve issues and improve the customer experience.

Requirements

• Experience in a customer-facing, revenue-related role such as customer success, account management, inside sales, banking, or finance.
• Track record of meeting performance targets or quotas with a proactive, results-focused approach.
• Ability to use data to diagnose issues, identify trends, and make balanced recommendations.
• Strong organization, prioritization, process discipline, communication, presentation, listening, and conflict-resolution skills.
• Basic understanding of balance sheets, income statements, and business health.
• Basic familiarity with accounting systems such as QuickBooks, Intacct, NetSuite, or similar tools.

Nice to have

• At least two years of customer-facing, revenue-responsible experience in a SaaS company.
• Experience with finance, accounting, or accounts payable and accounts receivable workflows.
• Experience with Gainsight, Salesforce, or a similar customer success platform.

Culture & Benefits

• Remote-first work environment with offices in San Jose, California, and Draper, Utah, plus opportunities for in-person collaboration.
• Applicants must be authorized to work in the United States without current or future visa sponsorship.
• Medical, dental, and vision plans, with employee health plan coverage.
• HSA and FSA accounts, life insurance, disability coverage, and an employee assistance program.
• Paid holidays, wellness days, flexible time off, wellness initiatives, and an employee stock purchase program.