Customer Success Manager

Veritus; San Francisco (CA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Job summary

Veritus Agent is building the first fully AI-native voice agent platform for consumer lending and collections. You will be the main point of contact for Growth customers—from kickoff through go-live, renewal and expansion—and bridge to our Forward Deployed Engineers.

You will guide deployment journeys, ensure inputs and sign-offs, and translate updates into plain language for customers. You will drive account health, coordinate across teams, and help grow the book via renewals and expansions.

Qualifications

• 2+ years in a customer-facing role at a tech company or in lending/collections operations

Responsibilities

• Own the customer relationship for Growth accounts from kickoff to renewal.
• Run regular check-ins on agent performance and what shipped.
• Provide clear call recaps and translate updates for customers.
• Communicate with all levels of the customer's team, including executives.

Skills

Customer success

Account management

Implementation

Communication skills

Data-driven

Collaboration

Tools

HubSpot

Linear

Job description

Veritus Agent is building the first fully AI-native voice agent platform for consumer lending and collections. We're a YC-backed team with leadership from Best Egg, PayPal, Divvy, and Lending Club—on a mission to modernize legacy call centers with real-time AI agents that drive higher conversions, lower costs, and better borrower outcomes.

About the role

You'll be the main point of contact for a book of our Growth customers — collection agencies, lenders and fintechs — from kickoff through go-live, renewal and expansion.

Internally, you're the bridge to our Forward Deployed Engineers (FDEs), who build and tune each customer's agents. You turn customer asks into clear requests for the team, and turn build updates back into plain language for the customer.

What you'll do

Own the customer relationship

• Serve as the primary point of contact for a book of Growth accounts, with a prescriptive and consultative approach
• Run regular check-ins: agent performance, what shipped, what's blocked and what the customer owes us
• Send clear recaps after every call so decisions and next steps are never ambiguous
• Communicate with every level of the customer's team, from collections floor managers and IT leads to owners and C-level executives

Get agents live and performing

• Guide customers through their deployment journey, from kickoff and scoping to go-live, adoption and measurable results
• Chase the inputs a launch depends on — scripts, compliance sign-off, data files, phone numbers, integration access — without letting timelines drift
• Monitor account health signals (using customer metrics) and step in early when something slips
• Translate build updates, trade-offs and timelines back to customers in plain language
• Relay customer insights to our engineering team so what we learn in one account improves every agent

Grow the book

• Drive pilot-to-annual conversions and renewals across your accounts
• Spot and qualify expansion: new channels, a second agent, a new portfolio or client of the customer
• Help build our scaled Growth motion — onboarding templates, email cadences and self-serve materials that let one CSM run many accounts well

What we're looking for

• 2+ years in a customer-facing role at a tech company (customer success, account management, implementation or support) or in lending or collections operations (at a lender, servicer, agency or fintech)
• Hands-on experience rolling out automation, AI or contact-center technology to an operations team — and judging whether it's actually working
• Excellent written communication: your recaps, emails and tickets are short, specific and impossible to misread
• Excellent verbal communication: you can run a call with an agency owner, simplify a technical concept for a non-technical customer, and hold a firm position politely
• Maturity and sound judgment: you own mistakes, deliver bad news early, and flag problems before the customer notices them
• Comfort managing many accounts and moving parts at once, with a structured way to prioritize what matters today
• A data-driven approach to spotting risk early, and comfort in spreadsheets and a CRM
• Collaborative, empathetic and low-ego; you like working closely with engineers

Nice to have

• Working knowledge of collections: delinquency stages, settlements and payment plans, first- vs third-party collections
• Familiarity with collections compliance (FDCPA, Reg F, TCPA) or regulated consumer-finance workflows
• Experience with AI agents, conversational AI or contact-center software
• Hands-on experience with HubSpot, Linear or similar CRM and ticketing tools
• Experience at an early-stage startup

Location and compensation

• Location: San Francisco (hybrid in-office)
• Base salary: $120,000–$180,000 depending on experience
• Equity: meaningful early-stage equity
• Benefits: health, dental, vision, 401(k), other perks