Enterprise Field CSM (Client Success Manager) (Fintech)

TL;DR

Enterprise Field CSM (Client Success Manager) (Fintech): Nurture and grow relationships within enterprise accounts by supporting user adoption, ensuring seamless client experiences, and driving long-term growth with an accent on operational processes and strategic account management. Focus on using data insights to identify opportunities, solving complex client needs, and contributing to scalable enterprise tools and processes.

Location: Remote across all US locations, EST or CST hours preferred, travel up to 70% for client visits and events.

Salary: $100,000 - $150,000 a year

Company

Fintech platform making personalized financial expertise accessible through innovative technology, digital tools, and partnerships with leading companies, backed by top VCs like Barclays and Anthemis.

What you will do

• Support enterprise account expansion by onboarding clients, guiding adoption, and ensuring high-quality experiences at every stage.
• Act as trusted day-to-day contact to resolve questions, collect feedback, and maximize product value.
• Analyze data and insights to spot trends, identify growth opportunities, and inform account strategies.
• Join client conversations to reinforce value, align priorities, and advance key initiatives.
• Contribute to internal tools and processes for scalable enterprise account management.

Requirements

• 3+ years in client-facing roles like account management, customer success, consulting, or business operations.
• Strong executor who works independently, builds from scratch, and delivers results.
• Client-obsessed with ability to understand unique goals, adapt approaches, and drive measurable outcomes.
• Hands-on problem-solver integrating product into client workflows.
• Clear communicator building trust with internal and external stakeholders.
• Data-savvy with strategic thinking to drive results.

Culture & Benefits

• Fully remote and distributed with work-from-anywhere flexibility (US locations).
• Competitive salary, equity compensation, 401(k) with employer match.
• Health insurance, dental, vision, healthcare FSA, generous parental leave.
• Unlimited vacation, company holidays, offsites, and team events.
• Unlimited access to financial professionals for personal advice.
• Cross-functional collaboration with founding team and professional growth opportunities.