Customer Success Manager I: Onboarding & Growth

Bluefin Payment Systems; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

Bluefin Payment Systems is seeking a Customer Success Manager I to steward a portfolio of strategic clients and partners, ensuring successful onboarding, adoption, and ongoing value realization.

You will own post-sale relationships, drive product adoption, coordinate with Account Executives on renewals and upsells, and partner with Product/Support/Implementation teams to address complex needs and align outcomes.

Qualifications

• 2-5 years of experience in Customer Success or account management.
• Experience managing a portfolio of accounts.
• Strong communication and relationship-building skills.
• Ability to identify risk and opportunities and take proactive action.
• Experience with SaaS/fintech or technical products preferred.
• Collaborates cross-functionally with sales, product and support teams.

Responsibilities

• Own post-sale relationships for a portfolio of clients and partners.
• Lead onboarding, training, and enablement to drive product adoption.
• Monitor account health metrics and proactively address concerns.
• Coordinate with Account Executive on renewals and upsells.
• Collaborate with Product, Support, and Implementation teams on client needs.
• Conduct regular check-ins, QBRs, and success reviews to align goals.
• Maintain accurate account documentation and inputs in Salesforce CRM.

Skills

Customer relationship management

Portfolio management

Communication

Risk identification

Cross-functional collaboration

SaaS/fintech knowledge

Tools

Salesforce CRM

Job description

Bluefin Payment Systems is seeking a Customer Success Manager I to steward a portfolio of strategic clients and partners, ensuring successful onboarding, adoption, and ongoing value realization.

You will own post-sale relationships, drive product adoption, coordinate with Account Executives on renewals and upsells, and partner with Product/Support/Implementation teams to address complex needs and align outcomes.