Customer Success Manager (Fintech)

TL;DR

Customer Success Manager (Fintech): Stewarding success for a portfolio of financial institutions using digital banking solutions with an accent on building multi-level relationships, aligning innovations to business goals, and driving renewals/expansion. Focus on leading business reviews, monitoring health metrics, negotiating contracts, and representing at events.

Location: Austin, TX (hybrid). Travel up to 50% to client sites required. Must be authorized to work in the U.S.; no visa sponsorship.

Company

Leading provider of digital banking and lending solutions to banks, credit unions, and fintechs.

What you will do

• Build key relationships with customers and internal teams.
• Lead discovery calls, business reviews, and strategic executive discussions.
• Monitor customer health, usage, and satisfaction to address risks proactively.
• Develop success plans, draft proposals, and negotiate renewals/expansions.
• Collaborate with implementation and professional services teams.
• Represent at events and promote innovations.

Requirements

• Fluent written and oral English.
• Bachelor’s degree + 5 years related experience (or equivalent).
• 4+ years managing strategic accounts with proven renewals/expansion track record.
• Banking or banking software experience with operations/compliance knowledge.
• Executive relationship building and C-level maneuvering skills.
• Willingness to travel up to 50%.
• U.S. work authorization required; no sponsorship.

Culture & Benefits

• Hybrid work opportunities and flexible time off.
• Career development, mentoring, and internal mobility.
• Competitive health insurance, paid parental leave.
• Employee recognition programs and community volunteering.
• Fun events like Dodgeball for Charity.