Senior CSM - AI-Powered FinTech (Remote)

Eltropy Inc.; South Dakota Park (SD); Remote; USD 145,000 - 175,000; Full time

Job summary

Eltropy Inc. seeks a strategic Tier-1 Customer Success Manager to manage roughly 20 high‑impact financial institution customers across the US remote service region, focusing on retention and growth of our AI-powered platform.

You will lead executive relationships, craft multi‑year success plans, drive adoption, and collaborate with Sales, Product, and Support to deliver measurable ROI. Travel up to 25% is required.

Qualifications

• 5+ years in customer-facing roles (CSM/AM) in B2B SaaS or FinTech.
• Experience managing Tier-1 or enterprise accounts and driving ROI.
• Willingness to travel up to 25% for executive reviews and upsell.
• Strong communication and executive presence with cross-functional collaboration.

Responsibilities

• Serve as trusted advisor and single point of contact for ~20 Tier-1 accounts, fostering executive relationships.
• Develop and execute tailored, multi-year success plans to drive adoption and ROI.
• Identify churn risks and mitigate through health scoring and proactive interventions.
• Collaborate with Sales to plan expansion opportunities and ensure seamless handoffs.
• Track customer health, retention, and growth metrics; maintain CRM records.

Skills

Executive relationships

Data analysis

Cross-functional collaboration

Upsell/expansion

Tools

CRM systems

Job description

Eltropy Inc. seeks a strategic Tier-1 Customer Success Manager to manage roughly 20 high‑impact financial institution customers across the US remote service region, focusing on retention and growth of our AI-powered platform.

You will lead executive relationships, craft multi‑year success plans, drive adoption, and collaborate with Sales, Product, and Support to deliver measurable ROI. Travel up to 25% is required.