Senior Customer Success Manager

Balance; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

As a Customer Success Manager at a leading company in fintech, you will take charge of complex enterprise accounts, ensuring client satisfaction and thriving through strategic account management. Your role combines customer advocacy with rigorous project management, ideal for someone with a strong fintech background and a passion for client success.

Qualifications

• 3–5 years of experience in Customer Success or Account Management, managing enterprise B2B accounts.
• Deep understanding of fintech, especially payments and credit.
• Data-literate and analytical, using metrics for decision-making.

Responsibilities

• Lead onboarding and drive adoption for enterprise accounts.
• Execute retention and expansion initiatives.
• Align internal and external teams towards shared outcomes.

Skills

Customer Success

Account Management

Project Management

Data Analysis

Job description

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As a Customer Success Manager at Balance, you will be the strategic lead for our most valued and complex enterprise accounts. Your mission is to ensure clients aren’t just satisfied—they’re thriving. You’ll take full ownership of the relationship, leading onboarding, driving adoption, and executing retention and expansion initiatives.

This role blends the relationship-building strength of account management with the structure and rigor of project management. It’s ideal for someone who is customer-obsessed, thrives in high-accountability, cross-functional environments, and is excited to own the customer journey—from kickoff through renewal. You should be comfortable in fintech (especially payments and credit) and energized by complexity, ownership, and delivering meaningful outcomes.

OTE Range: 120,000- 150,000

Responsibilities:

Who You Are:

• You have 3–5 years of experience in Customer Success, Account Management, or related roles, with a strong track record managing enterprise B2B accounts
• You have deep understanding of fintech, particularly in payments and/or credit, this is key to understanding our customers' needs
• You’ve led complex customer implementations or expansions, and can operate like a project manager, aligning internal and external teams toward shared outcomes
• You’re highly organized and own your accounts like a business, you plan ahead, follow through, and are accountable for results
• You’re data-literate and analytical, you use metrics to spot trends, communicate performance, and inform decisions
• You’re proactive, flexible, and comfortable navigating fast-paced, early-stage environments
• You value collaboration but know how to work independently and juggle multiple initiatives with shifting priorities
  
  

Preferred Background:

• Experience in customer-facing roles at fintech companies
• Background in credit, underwriting, or financial services—a strong plus!
• Track record of success in early-stage or high-growth companies
• Experience managing a book of business and renewals
• Strong presentation skills with the ability to conduct QBRs with executive stakeholders

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Technology, Information and Internet

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