Customer Success Manager

AccountMakers; Dallas (TX); Hybrid; USD 82,000 - 113,000; Full time

Benefits offered by this job

Health benefits

Vision benefits

401(k) plan

Job summary

AccountMakers is seeking a Customer Success Manager to lead a team serving banks, processors, and enterprise partners. You will strengthen relationships, optimize onboarding, and drive long-term platform adoption in a high-growth FinTech environment.

Based in Dallas with hybrid flexibility, you will shape CS processes, define KPIs, and coordinate with product, compliance, and engineering to align customer feedback with the roadmap.

Qualifications

• 8–12 years of customer success, account management, or client services experience, including leadership roles within FinTech, payments, or financial services.
• Strong understanding of payment systems, financial operations, regulatory considerations, or enterprise SaaS environments.
• Proven ability to build scalable customer success programs, define KPIs, and develop health‑scoring frameworks.
• Experience leading teams that support enterprise implementations or complex integrations.

Responsibilities

• Oversee a team of account managers and implementation specialists.
• Develop customer success processes and implement metrics to deepen client engagement and reduce churn.
• Partner with product, compliance and engineering to ensure customer feedback informs the roadmap.
• Drive onboarding excellence and long-term platform adoption across banks and enterprise partners.
• Manage escalations and executive‑level conversations, influencing cross‑functional decisions.

Skills

Leadership experience

Strategic account management

Cross-functional collaboration

Executive communication

Regulatory/FinTech knowledge

Tools

Salesforce

Zendesk

HubSpot

Job description

Job Overview

Are you a customer success leader with experience supporting complex, high-value clients in regulated industries? AccountMakers has been engaged by our client, a high-growth FinTech and payments technology company, to hire a Customer Success Manager. The Customer Success Manager will strengthen customer relationships, optimize onboarding, and drive long-term platform adoption for banks, payment processors, and enterprise partners. This full‑time leadership role will guide customer experience, retention, and operational efficiency as the organization scales its platform across financial institutions and enterprise clients.

In this role, you’ll oversee a team of account managers and implementation specialists, develop customer success processes, and implement metrics that deepen client engagement and reduce churn. You’ll work closely with product, compliance, and engineering teams to ensure customer feedback directly influences roadmap decisions. The ideal candidate is a strong operator who understands financial technology workflows, risk considerations, and the high expectations of enterprise buyers.

This position is based in Dallas, Texas, with hybrid flexibility.

What We’re Looking For

• 8–12 years of customer success, account management, or client services experience, including leadership roles within FinTech, payments, or financial services.
• Strong understanding of payment systems, financial operations, regulatory considerations, or enterprise SaaS environments.
• Proven ability to build scalable customer success programs, define KPIs, and develop health‑scoring frameworks.
• Experience driving adoption and expansion within existing accounts through strategic relationship management and value‑focused upsell opportunities.
• Skilled at managing escalations, running executive‑level conversations, and influencing cross‑functional decisions.
• Experience leading teams that support enterprise implementations or complex integrations.
• Familiarity with tools such as Salesforce, Zendesk, HubSpot, or specialized FinTech/CS platforms.
• Ability to thrive in fast‑moving, high‑growth organizations where customer expectations and compliance needs are high.

Compensation

This permanent position offers a competitive salary range of $82,000 and $113,000 annually, plus full benefit options including health, vision, dental, 401(k) and other benefits.