Customer Success Manager

Mor-Search Ltd; New York (NY); Hybrid; USD 75,000 - 110,000; Full time

Job summary

Mor-Search Ltd. is seeking a Customer Success Manager to own a portfolio of 15+ financial institution customers in a fintech-scaleup environment.

You will ensure successful product launches, drive end-user adoption, and continuously locate additional value opportunities from the platform. You should have experience in customer success or account management within B2B technology, with a track record in retention, renewals, expansion, and NRR.

Qualifications

• Experience in Customer Success or Account Management within B2B technology.
• Has owned retention, renewals, expansion or NRR.
• Strong understanding of customer adoption/activation metrics.
• Experienced running QBRs with senior stakeholders.
• Ideally has experience selling into banks, credit unions, fintechs or digital banking platforms.

Responsibilities

• Own a portfolio of 15+ financial institution customers and ensure successful onboarding.
• Drive user adoption and continued value realization from the platform.
• Proactively manage renewals and identify expansion opportunities.

Skills

Retention & renewals

CSM/AM in B2B tech

Adoption/activation metrics

QBRs with executives

Banks/finteching experience

Embedded technology

Land-and-expand

Sales-or sales-adjacent

Startup/scaleup

Job description

Customer Success Manager | Financial Institutions

New York or Los Angeles | Hybrid / Remote

I’m working with a high-growth Series A fintech that’s building AI-powered infrastructure for financial institutions.

They’ve already signed 60+ banks, credit unions and fintechs and are now scaling their Customer Success function.

This is not a traditional support-focused CSM role.

You’ll own a portfolio of 15+ financial institution customers across:

You’ll be responsible for making sure customers launch successfully, drive meaningful end-user adoption and continue finding more value from the platform.

The ideal candidate:

• Experience in Customer Success or Account Management within B2B technology
• Has owned retention, renewals, expansion or NRR
• Strong understanding of customer adoption / activation metrics
• Experienced running QBRs with senior stakeholders
• Ideally has experience selling into or working with banks, credit unions, fintechs or digital banking platforms
• Embedded technology experience
• Land-and-expand experience
• Previous sales or sales-adjacent experience
• Startup / scaleup experience