Senior CSM - FinTech SaaS (Remote, East US)

Eltropy Inc.; Vermont; Remote; USD 120,000 - 150,000; Full time

Job summary

Eltropy Inc. is seeking a proactive Tier 2 Customer Success Manager for the Eastern U.S. region to manage a portfolio of 50 mid-size customers. You will help credit unions and community banks maximize value from our AI communications platform.

Responsibilities include onboarding, product adoption, and proactive risk mitigation to drive retention and growth. Willingness to travel quarterly is required.

Qualifications

• 5+ years of customer-facing experience in SaaS/FinTech environments.
• Strong relationship-building and strategic review capabilities.
• Data-driven approach to risk mitigation and renewal strategies.

Responsibilities

• Serve as the primary contact for a portfolio of 50 customers.
• Conduct regular check-ins and strategic business reviews.
• Develop tailored success plans and drive product adoption.
• Identify expansion opportunities and collaborate with sales.
• Program-manage onboarding and ensure successful implementation.
• Capture and relay customer feedback to product teams.
• Track health, retention, and key customer metrics.

Skills

Account management

SaaS

FinTech

Data analysis

Customer success

Travel

Job description

Eltropy Inc. is seeking a proactive Tier 2 Customer Success Manager for the Eastern U.S. region to manage a portfolio of 50 mid-size customers. You will help credit unions and community banks maximize value from our AI communications platform.

Responsibilities include onboarding, product adoption, and proactive risk mitigation to drive retention and growth. Willingness to travel quarterly is required.