Customer Success Manager I — Onboarding & Growth

Bluefin Payment Systems

United States

On-site

USD 60,000 - 90,000

Full time

2 days ago

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Job summary

Bluefin Payment Systems is seeking a Customer Success Manager I to manage a portfolio of strategic clients and partners, ensuring onboarding, adoption, and ongoing value realization. You will focus on day-to-day account health, product usage, and proactive support, partnering with an Account Executive for renewals and upsells.

You will collaborate with Product, Support, and Implementation teams on complex integrations, conduct regular check-ins and QBRs, and maintain accurate Salesforce records

Qualifications

2–5 years of experience in Customer Success or related client-facing roles.
Experience managing a portfolio of accounts.
Strong communication and relationship-building skills.
Experience with SaaS, fintech, or technical products preferred.

Responsibilities

Own post-sale relationship for a portfolio of clients and partners.
Lead onboarding, training, and ongoing enablement to drive product adoption.
Serve as the primary point of contact for client questions, issues, and best practices.
Monitor account health metrics and proactively address concerns.
Collaborate with Account Executive to scope renewals and upsells.
Coordinate with Product, Support, and Implementation teams on client needs.
Conduct regular check-ins, QBRs, and success reviews.
Maintain accurate account documentation in Salesforce.

Skills

Customer Success

Account Management

Communication

Relationship Building

Cross-functional Collaboration

Job description

You will collaborate with Product, Support, and Implementation teams on complex integrations, conduct regular check-ins and QBRs, and maintain accurate Salesforce records

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