Customer Success Manager - Financial Technology

MarketStar; Oregon; Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Structured learning programs

Mental health program

Generous PTO

Paid medical leave

Dependent care reimbursement

Education reimbursement

401k match

Healthcare coverage

Job summary

MarketStar is seeking a Customer Success Manager to manage a mid-market book of business in a US-based remote role. You will drive adoption of payment processing tools, align with customer objectives, and lead renewal readiness plus expansion opportunities.

You will work with SaaS or financial software customers, orchestrating cross-functional buyer experiences and ensuring long-term value and low churn. Strong communication, negotiation, and data analysis are essential.

Qualifications

• Experience with payment processing or financial/payment products.
• 2+ years managing a mid-market book of business.
• Strong understanding of the post-sales customer journey.
• Ability to orchestrate complex buyer experiences and drive long-term value.
• Strong negotiation and communication skills.
• Experience with Salesforce, Gainsight, or other CS platforms.
• Familiarity with onboarding and implementation processes for new solutions.
• Understanding ROI realization in subscription models.

Responsibilities

• Manage customer relationships via a dedicated book of business, owning overall success and long-term satisfaction.
• Build relationships with key decision-makers and stakeholders across multiple teams to understand issues and offer solutions.
• Drive adoption of products and services through proactive engagements, training, and support.
• Implement carefully timed, personalized playbooks triggered by customer activities.
• Address low adoption through targeted outreach and investigate causes.
• Combat churn with positive post-sales experiences across the buyer journey.
• Monitor customer health and create risk mitigation plans as needed.
• Schedule business reviews to realign goals and determine next steps for adoption and risk resolution.
• Continuously analyze data and customer activity to identify upsell and cross-sell opportunities.
• Provide timely support and share high-value information, product updates, and event invitations.

Skills

Payment processing

Customer success

Account management

Data analysis

Negotiation

Communication

Tools

Salesforce

Gainsight

CRM platforms

Job description

About MarketStar

In everything we do, we believe in creating growth, for our clients, our employees, and our community. For the past 35+ years, we have been generating revenue for the most innovative tech companies across the globe through our outsourced B2B demand, sales, customer success, and revenue operations solutions. We are passionate about cultivating career advancements for our people, and support them through mentorship, leadership, and career-development programs. We provide service and support to our communities through the MarketStar Foundation.

Our exceptional team is the cornerstone of MarketStar's accomplishments. We are proud of our award-winning workplace culture and to be named a top employer in our industry. These achievements are a testament to our six core values, embraced by our 3,000+ employees worldwide. From our headquarters in Utah, USA, to our global offices in India, Ireland, Bulgaria, Mexico, the Philippines, and Australia, we all work together to drive innovation and success.

About the Customer Success Manager

The Customer Success Manager is responsible for managing a portfolio of high-value Mid-Market customers, ensuring they achieve meaningful outcomes and realize long-term value through the client's payment solution, including payment processing, lending, and cash flow management tools. This role combines consultative engagement, structured success planning, and commercial awareness. You will act as a trusted advisor and product advocate, leading with curiosity, aligning to customer objectives, and guiding them toward sustained adoption and success while identifying opportunities to expand value. This role is focused on delivering strong outcomes and retention, owning renewal readiness, and expansion opportunities, while orchestrating buyer experiences that increase Lifetime Value for our clients.

Location: US - Remote

What Will You Do?

• Manage customer relationships via a dedicated book of business, owning the overall success of your customers, and ensuring long-term satisfaction and affinity.
• Build and foster relationships with key decision-makers and stakeholders across multiple customer teams working to understand observed issues and offer solutions.
• Drive account-wide adoption of products and services through proactive engagements, training, and support, helping customers drive maximum value.
• Implement carefully timed, personalized playbooks triggered by customer activities.
• Address low payments adoption through targeted outreach and enablement, investigating and identifying potential reasons for low adoption and usage.
• Combat churn through carefully planned, positive experiences across the post-sales buyer journey.
• Monitor customer health and create risk mitigation plans where needed.
• Schedule business reviews to realign on goals, problems, and needs; define next steps to drive user adoption and resolve risk issues.
• Continuously analyze data and customer activity to identify opportunities for upsell, cross-sell, and account management.
• Provide timely, reactive support for questions and concerns, and deliver high-value information, product updates, and event invitations.

What Will You Need to Succeed?

• Experience with payment processing, money movement, or other financial/payment products.
• Proven experience in a customer success or account management role, ideally within a SaaS, financial software, or subscription-based business model, including at least 2 years managing a dedicated book of business in the mid-market space.
• Strong understanding of the post-sales customer journey.
• Ability to orchestrate complex buyer experiences and drive long-term value.
• Strong negotiation skills; comfortable navigating financial conversations and cancellations.
• Excellent communication, interpersonal, and presentation skills.
• A proactive and problem-solving mindset with a focus on customer outcomes.
• Ability to analyze data and identify trends to inform customer strategies.
• Experience with Salesforce, Gainsight, or other CRM and Customer Success platforms.
• Experience with onboarding and implementation processes for new solutions preferred.
• Familiarity with risk mitigation strategies to combat customer churn.
• Understanding of ROI realization in subscription models.

What We Offer

• Structured learning and career development programs
• Mental health program
• Generous Paid Time Off policy
• Paid medical leave
• Child/Dependent care reimbursement
• Education reimbursement
• 401k match, hardship loan program, access to financial wellness advisor
• Comprehensive healthcare coverage including medical, dental, and vision

Compensation Range: $60,000.00 - $80,000.00 USD. The hourly pay range for this position is between $28.85 and $31.25 USD. This pay structure may also include a variable bonus component of $15,000.00 USD annually. There are several factors to consider including but not limited to, the role's responsibilities, experience, location, education/training, internal equity, and key skills. Your recruiter will provide more detailed information during the interview process.

MarketStar is firmly committed to Equal Employment Opportunity (EEO) and to compliance with all federal, state, and local laws that prohibit employment discrimination. Reasonable accommodations are available on request for candidates taking part in all aspects of the selection process.

If you are an individual who identifies as someone with a disability and require reasonable accommodation(s) to complete any part of the job application process, please contact us at for assistance.