Senior Customer Success Manager - FinTech (Remote, Central)

Eltropy Inc.; Saint Paul (MN); Remote; USD 120,000 - 150,000; Full time

Job summary

Eltropy is seeking a proactive Tier 2 Customer Success Manager for the Central U.S. region to manage a portfolio of 50 mid-size customers. You will serve as the primary contact, drive retention and growth, and lead onboarding and product adoption for our AI communications platform.

Ideal candidates have 5+ years in customer success, a customer-centric mindset, strong analytical skills, and comfort working with SaaS and FinTech products. Quarterly in-person travel is expected.

Qualifications

• 5+ years of customer facing experience (account management, customer success) in SaaS/FinTech.
• High EQ and a calm, confident approach to helping customers overcome business challenges.
• Willingness to travel quarterly or as needed for in-person customer meetings.

Responsibilities

• Serve as the primary contact for a portfolio of 50 customers, fostering trust and long-term relationships.
• Conduct regular check-ins and strategic business reviews to ensure customers achieve desired outcomes.
• Identify expansion and upsell opportunities and collaborate with Sales to close them.
• Program-manage onboarding, drive adoption, and provide training and best practices.
• Collect and relay customer feedback to influence product development and improve the customer experience.
• Track customer health and retention metrics and maintain accurate CRM records.

Skills

Customer facing

SaaS

FinTech

Empathy

Analytical thinking

Team collaboration

Travel readiness

Data-driven

Tools

CRM platform

Job description

Eltropy is seeking a proactive Tier 2 Customer Success Manager for the Central U.S. region to manage a portfolio of 50 mid-size customers. You will serve as the primary contact, drive retention and growth, and lead onboarding and product adoption for our AI communications platform.

Ideal candidates have 5+ years in customer success, a customer-centric mindset, strong analytical skills, and comfort working with SaaS and FinTech products. Quarterly in-person travel is expected.