Customer Success Manager (AI)

Location: Remote

What you will do

• Own the full customer lifecycle from handoff and structured onboarding through renewals, expansion, and long-term adoption.
• Run onboarding implementations across multiple stakeholders, keeping milestones on track with AI-powered workflows.
• Build and manage an expansion pipeline, identify growth opportunities through AI-driven signals, and develop ROI analyses with Sales.
• Monitor customer health through AI-assisted dashboards and automated alerts, and lead executive business reviews using performance insights and benchmarks.
• Translate customer feedback and usage patterns into actionable insights for Product, Engineering, and Marketing.
• Build scalable playbooks, onboarding templates, and customer success workflows while partnering with Sales, Compliance, Partnerships, and Product.

Requirements

• 3–5 years of experience in a customer-facing role with commercial ownership of renewals, upsells, expansion, or account growth.
• Experience owning customer outcomes rather than only managing relationships.
• Background in accounting, finance, economics, or business administration, with the ability to work confidently with business owners and finance teams.
• AI-first mindset with demonstrated experience using AI tools to improve workflows and productivity.
• Strong technical instincts, project management, analytical, and Microsoft Excel skills.
• Comfort working in a startup environment with ambiguity and building processes as the business evolves.

Nice to have

• Proficiency in HubSpot, Intercom, Linear, Slack, or similar customer success and support tools.
• Experience in B2B or B2B2C SaaS.
• Background in fintech or payments.

Culture & Benefits

• Remote work environment.
• AI-driven approach to workflows, customer health monitoring, and productivity.
• Cross-functional collaboration with Sales, Compliance, Partnerships, Product, Engineering, and Marketing.
• Opportunity to build scalable customer success processes in a startup environment.