Customer Success Manager

📋 Description

• Own a SMB customer portfolio from onboarding to retention and expansion.
• Drive adoption and spend growth by monitoring usage and patterns.
• Act as a trusted advisor; align AI tools to customer needs.
• Solve complex inquiries via phone, email, and chat; identify root causes.
• Manage escalations end-to-end with cross-functional partners.
• Support retention and growth by assessing health and expansion opportunities.

🎯 Requirements

• 2–4 years in CS, Account Management, or Sales (SaaS/Fintech).
• Results-oriented with proven retention and growth.
• Consultative communicator across phone, email, chat.
• Analytical and data-informed; use trends to drive adoption.
• Tech-forward; experience with Zendesk, Intercom, CRMs a plus.
• Nice to have: QuickBooks, Xero, or NetSuite.

🎁 Benefits

• Health insurance
• Dental insurance
• Employee stock purchase plan
• Paid time off
• Vision insurance
• Build & Scale: join a high-growth fintech backed by $200M+ in funding.