Customer Success Manager

Strativ Group; Waltham (MA); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading SaaS startup is seeking a Customer Success Manager to enhance client relationships and ensure effective onboarding and training. This hybrid role in Waltham, MA involves driving customer satisfaction and retention through strategic engagement. Ideal candidates will have 2-4 years in a similar role within Financial Services or Fintech and showcase strong communication and problem-solving skills.

Qualifications

• 2-4 years of experience in a Customer Success, Support or client management role within the Fintech, Financial Services, or banking space.
• Proven track record of managing client relationships and driving customer outcomes.
• Ability to thrive in a fast-paced, startup environment.

Responsibilities

• Own the post-sale customer relationship and ensure successful onboarding, training, and adoption.
• Act as a trusted advisor to your portfolio of clients.
• Identify growth opportunities within existing accounts.

Skills

Client relationship management

Problem-solving

Communication skills

Project management

Job description

This range is provided by Strativ Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70,000.00/yr - $80,000.00/yr

Direct message the job poster from Strativ Group

Our client is a fast-growing SaaS start-up at the intersection of technology and financial services. They're disrupting their space with a powerful platform that's transforming how their customers operate—and they’re looking for a driven Customer Success Manager to help them deliver exceptional experiences as they scale.

About the Role:

As a Customer Success Manager, you’ll be the strategic partner for clients, ensuring they’re getting the most out of the platform and achieving their business goals. You’ll join a passionate team and play a key role in customer retention, satisfaction, and growth. This is a hybrid role based in Waltham, MA with flexibility for remote work 2–3 days per week.

Key Responsibilities:

• Own the post-sale customer relationship and ensure successful onboarding, training, and adoption
• Act as a trusted advisor to your portfolio of clients, guiding them through product use and value realization
• Identify growth opportunities within existing accounts and partner with Sales as needed
• Proactively manage renewals and reduce churn through thoughtful engagement
• Collaborate with Product and Support teams to advocate for customer needs and feedback
• Track customer health metrics and report on KPIs

Requirements:

• 2-4 years of experience in a Customer Success, Support or client management role within the Fintech, Financial Services, or banking space
• Proven track record of managing client relationships and driving customer outcomes
• Excellent communication, problem-solving, and project management skills
• Ability to thrive in a fast-paced, startup environment
• Comfort working cross-functionally with Sales, Product, and Support teams

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service, Consulting, and Training

• Industries

  Financial Services and Software Development

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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