Senior CSM, FinTech SaaS (Remote – West Coast preferred)

Eltropy Inc.

Portland (OR)

Remote

USD 90,000 - 135,000

Full time

7 days ago

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Job summary

Eltropy is seeking a proactive Customer Success Manager to manage a portfolio of credit unions and community banks across the US, with remote work options and West Coast preferences. You will drive retention, growth and satisfaction by ensuring customers derive maximum value from our AI communications platform.

You will own onboarding, adoption, and success planning, while collaborating with sales to identify expansion opportunities.

Qualifications

2+ years of customer-facing experience in account management, customer success, or equivalent role (SaaS and FinTech experience a plus).
Customer-centric mindset with passion for helping customers succeed.
Strong analytical and problem-solving skills with a proactive approach.
Proven technical aptitude; able to learn new software/tools quickly; data-driven.

Responsibilities

Serve as the primary contact for a portfolio of 40-60 customers, fostering trust and building long-term relationships.
Conduct regular check-ins and Strategic Business Reviews (SBRs) to ensure customers achieve desired outcomes.
Program-manage onboarding and drive product adoption through training and resources.
Develop and execute tailored success plans; identify and mitigate churn risks through data analysis.