Customer Success Manager I

Bluefin-Payment-Systems; Town of Florida (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Bluefin-Payment-Systems is seeking a Customer Success Manager I to own post-sale relationships and drive adoption across a portfolio of strategic clients. You will onboard, train, and enable customers, monitor usage and satisfaction, and partner with Account Executives on renewals and upsells while coordinating with Product and Support teams on complex integrations.

Ideal candidates bring 2–5 years in customer success or related roles, strong communication, and a track record with SaaS/fintech

Qualifications

• 2–5 years in Customer Success, Account Management, or a related client-facing role.
• Experience managing a portfolio of accounts and driving value.
• Excellent communication and relationship-building skills.

Responsibilities

• Own post-sale relationships for a portfolio of clients and partners.
• Lead onboarding, training, and ongoing enablement to drive product adoption.
• Monitor account health metrics and proactively address risks and opportunities.
• Collaborate with Account Executives to scope renewals and upsells.
• Coordinate with Product, Support and Implementation teams on complex integrations.
• Conduct regular check-ins and quarterly business reviews to align goals.

Skills

Communication

Relationship-building

Proactive risk management

Cross-functional collaboration

SaaS/Fintech familiarity

Tools

Salesforce CRM

Job description

At Bluefin, we thrive in a dynamic and fast-paced environment where innovation and leadership are at the forefront of everything we do. Join us in revolutionizing data security within the integrated payments industry, as we protect over 35,000 companies across 59 countries with our cutting-edge encryption and tokenization technologies. Our collaborative culture empowers you to take initiative and make impactful contributions, while our commitment to professional growth ensures you have the tools and opportunities to excel. Embrace the challenge of working in a vibrant atmosphere that values agility and leadership, and be part of our mission to create secure, frictionless experiences for businesses and their customers. If you're ready to drive change and make a difference, we invite you to embark on this exciting journey with us!

About the role

The Customer Success Manager I is responsible for managing and growing relationships with a portfolio of strategic clients and partners, including high-revenue and complex accounts by ensuring successful onboarding, adoption, and ongoing value realization. This role focuses on day-to-day account health, product usage, and proactive support. The CSM partners with an Account Executive (AE) for renewals, upsells, and complex commercial or technical initiatives. This position reports to the SVP, Sales Ops & CoS .

What you'll do

• Own the post-sale relationship for a portfolio of clients and partners
• Lead onboarding, training, and ongoing enablement to drive product adoption
• Act as the primary point of contact for client questions, issues, and best practices
• Monitor account health metrics (usage, satisfaction, risk indicators) and proactively address concerns
• Build strong working and strategic relationships with clients and partners, acting as a knowledgeable and trusted advisor for current product and device offerings as well as future expansion opportunities
• Collaborate with an Account Executive to scope and execute renewals and upsells
• Coordinate with Product, Support, and Implementation teams on client needs, including complex integrations or technical updates
• Conduct regular check-ins, QBRs, and success reviews to align goals and outcomes
• Handle any ad-hoc business or administrative issues (billing, contact updates, data management for your accounts etc.) as needed
• Gather and communicate customer feedback to internal teams to influence roadmap and improvements
• Maintain accurate account documentation and inputs in Salesforce CRM

Qualifications

• 2-5 years of experience in Customer Success, Account Management, or a related client-facing role
• Experience managing a portfolio of accounts
• Strong communication and relationship-building skills
• Ability to identify risk and opportunity within accounts and take proactive action
• Comfortable collaborating cross-functionally and working alongside sales partners
• Experience with SaaS, fintech, or technical products preferred

Bluefin provides equal employment opportunities to all employees and applicants without regard to race, color, religious creed, sex, national origin, ancestry, citizenship or immigration status, pregnancy, physical disability, mental disability, age, military or veteran status, marital status, registered domestic partner status, gender, gender identity or expression, sex stereotyping, medical condition, genetic information, sexual orientation, or any other status protected by applicable federal, state, or local laws.