Remote FinTech SaaS CSM – South Central

Eltropy Inc.; Provo (UT); Remote; USD 120,000 - 150,000; Full time

Job summary

Eltropy Inc. is seeking a proactive Tier 2 Customer Success Manager (CSM) to oversee a portfolio of 50 mid-size customers across the South Central U.S. region.

The role focuses on maximizing value from our AI communications SaaS platform for community financial institutions, driving retention, growth, and satisfaction. Ideal candidates have 5+ years in customer-facing roles within SaaS/FinTech, strong empathy, and a data-driven mindset for proactive risk mitigation and cross-functional

Qualifications

• 5+ years of customer-facing experience in SaaS and FinTech.
• Strong relationship-building, empathy, and strategic thinking.
• Data-driven with proactive risk mitigation.

Responsibilities

• Serve as the primary contact for a portfolio of 50 customers, building trust and long-term relationships.
• Conduct regular check-ins and Strategic Business Reviews to ensure customers achieve outcomes.
• Advocate for customer needs internally to drive product and service improvements.
• Develop and execute tailored success plans to help customers achieve goals.
• Identify and mitigate churn risks through data analysis and usage tracking.
• Spot expansion opportunities and coordinate with Sales to close them.
• Program-manage onboarding to ensure smooth implementations and adoption.

Skills

Customer success

Account management

SaaS experience

FinTech familiarity

Data-driven

Tools

CRM software

Job description

Eltropy Inc. is seeking a proactive Tier 2 Customer Success Manager (CSM) to oversee a portfolio of 50 mid-size customers across the South Central U.S. region.

The role focuses on maximizing value from our AI communications SaaS platform for community financial institutions, driving retention, growth, and satisfaction. Ideal candidates have 5+ years in customer-facing roles within SaaS/FinTech, strong empathy, and a data-driven mindset for proactive risk mitigation and cross-functional