Senior Banking Customer Success Leader (Remote-First)

Onsetto, Inc; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Flexible PTO

Medical, dental, vision coverage

HSA plan options

Parental leave

Travel opportunities

Job summary

Onsetto, Inc. is seeking a Senior Banking Customer Success Manager to own and nurture complex partnerships with bank and financial institution partners.

You will develop sophisticated customer strategies, drive adoption and value realization, and proactively manage health, risk, and retention with executive stakeholders. You will lead strategic engagement, conduct business reviews, and translate insights into actions for CS, Product, and broader company decisions, while shaping ongoing success

Qualifications

• 5+ years in Customer Success, account management, or related roles managing ongoing B2B relationships.
• Experience in banking, fintech, or financial services is required.
• Demonstrated ability to own complex customer relationships and outcomes.
• Proven track record developing strategies that drive adoption, value, retention, or growth.
• Experience assessing customer health and navigating high-stakes situations.
• Ability to manage relationships with senior or executive stakeholders.
• Strong written and verbal communication for strategic business reviews.

Responsibilities

• Own complex or strategic customer relationships and execute tailored strategies.
• Build trusted relationships across customer organizations and navigate stakeholders.
• Anticipate changing customer needs and adapt strategies accordingly.
• Represent customer priorities internally and influence cross-functional decisions.
• Establish success metrics and shape account strategy and priorities.
• Develop adoption strategies to increase product utilization and value realization.
• Synthesize data to identify patterns and opportunities and take action.
• Identify upsell/expansion opportunities and coordinate with internal teams.
• Assess customer health and address risks to retention and value.
• Lead business reviews with senior stakeholders and guide future priorities.
• Translate insights into input for CS, Product, and company decisions.
• Contribute to CS practices and standard processes beyond individual accounts.

Skills

Customer Success

Account Management

Stakeholder Management

Strategic Planning

Banking/Fintech

Communication

Independent Ownership

Job description

Onsetto, Inc. is seeking a Senior Banking Customer Success Manager to own and nurture complex partnerships with bank and financial institution partners.

You will develop sophisticated customer strategies, drive adoption and value realization, and proactively manage health, risk, and retention with executive stakeholders. You will lead strategic engagement, conduct business reviews, and translate insights into actions for CS, Product, and broader company decisions, while shaping ongoing success