Scaled Customer Success Manager (Fintech)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
TL;DR
Scaled Customer Success Manager (Fintech): Managing a high-volume portfolio of employer clients to ensure value derivation and retention with an accent on digital-first engagement and scalable programs. Focus on driving adoption, reducing churn through data-driven interventions, and amplifying client success stories to influence product strategy.
Location: Remote (US)
Salary: $60,000 - $80,000
Company
is the fastest-growing earned wage access (EWA) fintech in the U.S., serving 3.5 million employees.
What you will do
- Manage a high-volume portfolio of employer clients using a digital-first engagement model.
- Establish trusted relationships leveraging scalable programs such as campaigns, webinars, and in-app engagement.
- Develop tailored success plans and lifecycle touchpoints to identify critical success factors.
- Collaborate with Implementation, Sales, Product, and Support to ensure a seamless customer experience.
- Partner with CS Ops and Analytics to monitor customer health and prioritize interventions.
- Create customer-facing resources and capture success stories to drive employer advocacy.
Requirements
- Must be based in the United States
- 2+ years of experience in B2B SMB or scaled customer success, account management, or sales.
- Proven track record of driving revenue through retention and expansion of existing customers.
- Strong project management, problem-solving, and relationship-building skills.
- Experience using enterprise CRMs such as HubSpot or Salesforce.
Nice to have
- Experience in Fintech, HR tech, or payments.
Culture & Benefits
- Flexible PTO.
- Comprehensive Medical, Dental, Vision, Life, and Disability coverage.
- Parental leave.
- Monthly stipend.
- Equity options.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β