Senior Customer Success Manager, FinTech SaaS

Eltropy Inc.; Jackson (MS); Remote; USD 120,000 - 150,000; Full time

Job summary

Eltropy is seeking a proactive Tier 2 Customer Success Manager (CSM) for the South Central U.S. region to manage a portfolio of 50 mid-size customers and ensure maximum value from our AI communications platform.

You’ll drive retention, growth, and satisfaction by guiding customers through onboarding, adoption, and strategic reviews. Ideal candidates have 5+ years in SaaS/FinTech customer success, strong analytical and communication skills, and are willing to travel quarterly for in-person

Qualifications

• 5+ years of customer-facing experience (account management or customer success) in SaaS and FinTech.
• Ability to build trust with customers and understand their business needs.
• Strong analytical and problem-solving skills with data-driven mindset.

Responsibilities

• Serve as the primary contact for a portfolio of 50 customers and nurture long-term relationships.
• Conduct regular check-ins and Strategic Business Reviews (SBRs) to ensure value delivery.
• Advocate for customer needs within Eltropy and drive product/service enhancements.
• Develop and execute tailored success plans to help customers achieve goals.
• Identify churn risks early and propose mitigation strategies; spot expansion opportunities.

Skills

Customer focus

Problem solving

Technical aptitude

Team collaboration

Adaptability

Willing to travel

Job description

Eltropy is seeking a proactive Tier 2 Customer Success Manager (CSM) for the South Central U.S. region to manage a portfolio of 50 mid-size customers and ensure maximum value from our AI communications platform.

You’ll drive retention, growth, and satisfaction by guiding customers through onboarding, adoption, and strategic reviews. Ideal candidates have 5+ years in SaaS/FinTech customer success, strong analytical and communication skills, and are willing to travel quarterly for in-person