5 часов назад
Senior Customer Success Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Customer Success Manager (Fintech): Driving adoption, measurable customer outcomes, and proactive retention across a portfolio of SaaS accounts with an accent on customer health, executive relationships, and data-driven account management. Focus on identifying churn risk, executing mitigation and renewal strategies, maintaining Salesforce-based lifecycle data, and surfacing expansion opportunities.
Location: Remote within the United States, with a hybrid option. Employees located within 30 miles of Plano, Texas, must work in-office Tuesday through Thursday each week. Remote candidates are ideally based in AL, AZ, CA, CO, DC, DE, FL, GA, ID, IL, LA, MI, MA, MO, NC, NH, NJ, NV, NY, PA, OR, OH, RI, SC, TX, UT, VA, WA, or WI.
Company
provides an app-based on-demand pay platform that enables employees to access earned wages before payday.
What you will do
- Drive onboarding, product adoption, engagement, and measurable business outcomes across a portfolio of SaaS accounts.
- Lead strategic business reviews, customer success planning, and proactive engagement cadences.
- Monitor customer health, usage, and engagement signals to identify churn risk and execute mitigation playbooks.
- Build trusted relationships with stakeholders and serve as a strategic advisor on product adoption and operational best practices.
- Maintain customer health data, account insights, and lifecycle tracking in Salesforce and customer success platforms.
- Identify growth opportunities and partner with Account Management on retention, renewal, and expansion strategies.
Requirements
- 5–10+ years of experience in Customer Success, Strategic Customer Management, or Account Management within SaaS.
- Experience managing an account portfolio with ownership of retention, adoption, and customer health outcomes.
- Demonstrated success reducing churn and improving customer engagement and product adoption.
- Experience building relationships with executive stakeholders across complex strategic accounts.
- Ability to work autonomously and use customer health data to identify risks and drive action.
- Experience operating in a fast-paced, high-growth SaaS environment.
Nice to have
- Experience in Fintech, HRTech, Payroll, Benefits, or a private-equity-backed SaaS environment.
- Experience with segmented account models, customer health scoring, or digital engagement at scale.
- Experience with Salesforce and platforms such as Gainsight, ChurnZero, or Catalyst.
Culture & Benefits
- Mission focused on improving financial wellness and providing workers with flexible access to earned pay.
- 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, AD&D, and an Employee Assistance Program.
- 401(k) with a 100% match on contributions up to 3% of salary, available after 90 days.
- Values centered on humility, grit, continuous improvement, and professional growth.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →