Customer Success Manager

Wintermeyer Ventures; San Francisco (CA); On-site; USD 148,000 - 192,000; Full time

Job summary

Wintermeyer Ventures is seeking a Senior Customer Success Manager to guide strategic accounts in a fintech SaaS context from our San Francisco office. You will advise senior stakeholders, drive adoption and retention, and partner with Sales to expand the product portfolio.

The role requires 5–10 years in customer success for B2B SaaS, a bachelor's degree, and the ability to explain technology value with credibility. Occasional travel to client sites across the United States is expected.

Qualifications

• 5–10 years in customer success management in B2B SaaS.
• Experience with enterprise or large mid-market accounts and executive relationships.
• Bachelor's degree; ability to understand tech products and explain value.
• At least 1 year at a venture-backed, high-growth startup; experience building/improving processes.
• Nice-to-have: CCaaS, conversational AI, contact center software, or fintech background.
• Familiarity with AI productivity tools (Claude, ChatGPT).
• Willing to travel to customer sites across the U.S. 1–2 days per month.

Responsibilities

• Manage a portfolio of strategic accounts and build executive-level relationships.
• Monitor account health, adoption, and retention; identify risks and lead recovery.
• Lead executives and quarterly business reviews with data-driven insights.
• Partner with Sales to expand opportunities across the product portfolio.
• Translate metrics into customer-facing value narratives.
• Explain the product and AI concepts with technical credibility.
• Share feedback with Product and Engineering on gaps and adoption challenges.
• Maintain CRM records, health indicators, and renewal forecasts.

Skills

Customer success

Stakeholder mgmt

SaaS experience

Education

Bachelor's degree

Tools

Claude

ChatGPT

Job description

About the Role

Join a fintech software team supporting strategic credit unions and community banks. You will be the primary advisor to senior customer stakeholders, helping them adopt AI-enabled products, realize value, and grow their partnerships.

What You’ll Do

• Manage a portfolio of strategic accounts and build trusted relationships with VP- and C-level stakeholders.
• Monitor account health, adoption, and retention, proactively identifying risks and leading recovery efforts.
• Lead executive and quarterly business reviews with data-driven insights and strategic recommendations.
• Partner with Sales to identify and support expansion opportunities across the product portfolio.
• Translate automation, adoption, and containment metrics into clear customer-facing value narratives.
• Explain the product and relevant AI concepts to customers with technical credibility.
• Share customer feedback and evidence of product gaps or adoption challenges with Product and Engineering.
• Keep CRM records, account health indicators, and renewal forecasts accurate and up to date.

What We’re Looking For

• Five to ten years of customer success management experience in B2B SaaS.
• Experience managing enterprise or larger mid-market customers, including senior executive relationships.
• A bachelor's degree and the ability to understand technical products and explain their value.
• At least one year at a venture-backed, high-growth startup, with experience building or improving customer processes.
• Background in CCaaS, conversational AI, contact center software, or fintech is helpful.
• Familiarity with AI productivity tools such as Claude or ChatGPT.
• Willingness to travel to customer sites across the United States one to two days per month.

Compensation & Benefits

Base salary is $148,000 to $192,000 annually. Visa sponsorship is available.

Location

On-site, five days per week in San Francisco, California.