Customer Success Manager, Credit Cards

Bankrate; United States; Hybrid; USD 95,000 - 125,000; Full time

Benefits offered by this job

Health Insurance

Life Insurance

Disability Insurance

401(k) with match

Paid PTO

Job summary

Bankrate is seeking a Customer Success Manager to manage a portfolio of issuer relationships in the credit cards vertical. You’ll analyze performance, drive initiatives, and shape scalable processes that create tangible business impact.

The role blends strategy and operations, requiring data-driven decision making, strong communication, and cross-functional collaboration. Remote or hybrid work is available, with East Coast preference and EST hours alignment.

Qualifications

• 2–3 years in Customer Success, Partner Management, Account Management, Strategy, or Consulting.
• Analytical skills; comfortable with Excel/Sheets and data visualization tools (Looker, Tableau).
• Experience using CRM tools to automate workflows and scale operations.

Responsibilities

• Own relationships with issuer customers and deliver measurable results.
• Architect scalable CS processes, playbooks, and best practices for growth.
• Dig into performance data with Excel/Looker/Tableau to diagnose health and provide evidence-based recommendations.
• Lead discussions and recommendations that influence strategic decisions.
• Collaborate cross-functionally with finance, analytics, marketing, and product teams to unlock opportunities.

Skills

Analytical skills

Communication

Relationship management

Strategic thinking

Tools

Excel

Looker

Tableau

CRM tools

Job description

*This role is open to remote or hybrid candidates (East Coast preference), with hybrid being central to our New York, NY or Charlotte area offices. Must be able to work Eastern Standard Time hours.

We’re looking for a Customer Success Manager (CSM) who’s part strategist, part operator, and fully invested in helping partners grow.You’ll manage a portfolio of relationships across our credit card category shaping strategies, analyzing performance, and driving initiatives that create real business impact. This is a high-visibility role for someone who thrives at the intersection of data, strategy, and relationship management and wants to make a tangible impact on business growth.

What You’ll Do:

• Own relationship success: Build and deepen relationships with key issuer customers within our credit cards vertical, understanding their business goals and ensuring Bankrate delivers measurable results.
• Architect for scale: Identify opportunities to automate routine tasks and build scalable operational processes, ensuring our CS engine runs efficiently as the portfolio expands. Help evolve our approach to customer success by developing playbooks, frameworks, and best practices for how we grow together.
• Be the data authority: Dig into performance data using Excel and visualization tools (Looker/Tableau) to diagnose card program health — approval rates, volume, spend, and retention — and provide evidence‑based recommendations both internally and externally that drive growth.
• Lead conversations that matter: Drive discussions, reviews, and recommendations that influence strategic decisions.
• Collaborate to grow: Work cross‑functionally with finance, analytics, marketing, and product teams to unlock new performance opportunities for our card issuers

What We’re Looking For:

• 2-3 years of experience in Customer Success, Partner Management, Account Management, Strategy, or Consulting. Experience within Financial Services (Banking, Fintech, Credit Cards, BaaS) a plus.
• Analytical and curious — you dig into the data to understand what’s really driving results. Strong analytical skills needed, with comfort working in Excel/Sheets and data visualization tools (Looker, Tableau, etc).
• Experience using CRM tools to automate workflows and scale operations.
• A strong communicator who can simplify complexity and tell compelling stories with numbers.
• Demonstrated ability to manage customer relationships through performance analysis and outcome‑based decision‑making.
• Entrepreneurial mindset — comfortable navigating ambiguity and building structure from scratch.
• Relationship-driven — you build trust through insight, not just rapport.

Compensation:

Total Cash Compensation Range: $95,000 – $125,000 per year

Actual compensation varies based on location, experience, and qualifications.

Additionally, the following benefits are provided by Red Ventures, subject to eligibility requirements.

• Health Insurance Coverage (medical, dental, and vision)
• Life Insurance
• Short and Long‑Term Disability Insurance
• Flexible Spending Accounts
• Holiday Pay
• 401(k) with match
• Employee Assistance Program
• Paid Parental Bonding Benefit Program
• Flexible Paid Time Off (PTO): We believe time to rest and recharge is essential. That’s why we offer a generous and flexible PTO policy. Full-time employees accrue 20 days of PTO for a full calendar year annually, with an increase to 25 days after five years of service.

Who We Are:

Bankrate is where Americans go to get the best price on life’s most important financial decisions. By combining proprietary data, advanced technology, and deep market coverage, Bankrate helps consumers compare options and make confident financial choices across mortgages, credit cards, savings, and more. As a rate provider to the Federal Reserve and the benchmark relied upon by major publishers and policymakers nationwide, Bankrate’s rate data is the national standard. This commitment to precision is reflected across all its products. In mortgages, proprietary auction technology puts lenders in real‑time competition on price alone, consistently delivering rates in the lowest 10% in the country. For deposits, the platform features exclusively top‐tier rates in the top 10% nationally, while its credit card coverage encompasses more than 90% of the market by volume. Founded by a journalist, Bankrate remains dedicated to its founding mission of transparency, honest information, and real competition — helping to make the American dream more affordable for everyone.

Red Ventures is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at Red Ventures is based solely on a person’s merit and qualifications.

We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact [e-mail].