4 дня назад
Digital Customer Success Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Digital Customer Success Manager (Fintech): Managing and growing a high-volume digital customer success portfolio of up to 2,000 small business accounts with an accent on retention, adoption, usage, and scalable engagement. Focus on building digital customer success processes, prioritizing account health signals, preventing churn, and driving product expansion across the portfolio.
Location: Remote - United States; candidates must already possess the right to work in the United States without employment-based visa sponsorship.
Company
provides an app-based fintech and HR technology platform that enables employees to access earned wages before payday.
What you will do
- Own a digital customer success portfolio of up to 2,000 small business accounts.
- Monitor retention, adoption, usage, churn, account health, and engagement signals across the portfolio.
- Lead churn conversations, execute save plans, and identify expansion opportunities.
- Build scalable engagement motions using email campaigns, in-app guidance, webinars, and self-serve resources.
- Maintain accurate account data and health status in Salesforce and customer success tools.
- Partner with Customer Success, Support, Product, and Marketing to improve digital customer outcomes.
Requirements
- 4–6 years of experience in Customer Success, Digital or Scaled Customer Success, or Account Management.
- Experience managing a digital or scaled book of business, including a portfolio of up to 1,500 accounts.
- Experience using data and account health signals to prioritize proactive outreach.
- Ability to work autonomously in a fast-paced remote environment.
- Must already have authorization to work in the United States without employment-based visa sponsorship now or in the future.
Nice to have
- Experience in fintech, HR technology, payroll, benefits, or a private-equity-backed SaaS environment.
- Experience with Salesforce, Gainsight, or ChurnZero.
- Experience building scaled or digital customer success programs from the ground up.
- Experience developing customer-facing engagement materials with Marketing or Content teams.
Culture & Benefits
- Values centered on humility, grit, continuous improvement, and growth.
- Flexible PTO with no accrual caps.
- 10 paid holidays, including Christmas Eve and New Year's Eve.
- Medical, dental, and vision coverage, plus HSA, FSA, life insurance, and an employee assistance program.
- 401(k) with a 100% match up to 3% of salary after 90 days.
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