Senior Customer Success Manager - FinTech (Remote)

Eltropy; EUA; Teletrabalho; USD 90 000 - 135 000; Tempo integral

Resumo da oferta

Eltropy is seeking a proactive Customer Success Manager to manage a portfolio of community financial institutions. You will ensure customers derive maximum value from our AI communications platform, driving retention, growth, and satisfaction.

Responsibilities include onboarding, adoption, strategic reviews, risk mitigation, and advocacy across sales, product, and support teams. Travel up to 25% will be required.

Qualificações

• 2+ years of customer-facing experience in account management or customer success.
• Experience with SaaS products and fintech or banking-like clients is a plus.
• Willingness to travel up to 25% for in-person customer meetings.

Responsabilidades

• Serve as the primary contact for a portfolio of 40–60 customers, building trust and long-term relationships.
• Lead onboarding, drive product adoption, and conduct strategic business reviews.
• Develop tailored success plans and mitigate churn risk through data analysis.
• Identify expansion opportunities and coordinate with Sales for upsell handoffs.
• Advocate for customers and relay feedback to product and cross-functional teams.
• Track health metrics and maintain accurate CRM records.

Conhecimentos

Customer-facing experience

SaaS

FinTech knowledge

Travel 25%

Ferramentas

CRM software

Descrição da oferta de emprego

Eltropy is seeking a proactive Customer Success Manager to manage a portfolio of community financial institutions. You will ensure customers derive maximum value from our AI communications platform, driving retention, growth, and satisfaction.

Responsibilities include onboarding, adoption, strategic reviews, risk mitigation, and advocacy across sales, product, and support teams. Travel up to 25% will be required.