Senior Customer Success Manager - FinTech SaaS (Remote)

Eltropy Inc.; Colorado Springs (CO); Remote; USD 120,000 - 150,000; Full time

Job summary

Eltropy Inc. is seeking a proactive Tier 2 Customer Success Manager to manage a portfolio of 50 mid-size financial institutions across the South Central US.

You will ensure customers derive maximum value from our AI communications platform, driving retention and growth, with close collaboration to sales for expansion opportunities. The role requires 5+ years in customer-facing SaaS/FinTech roles, strong relationship-building, and a data-driven approach.

Qualifications

• 5+ years of customer-facing experience in SaaS/FinTech.
• Strong relationship-building and communication skills.
• Data-driven approach to customer health and risk management.

Responsibilities

• Serve as the primary contact for a portfolio of 50 customers and build long-term relationships.
• Conduct regular check-ins and strategic business reviews to ensure desired outcomes.
• Identify expansion and upsell opportunities by aligning needs with products or services.
• Onboard customers and drive product adoption with training and resources.
• Track customer health metrics and report outcomes to cross-functional teams.

Skills

Customer-centric mindset

Problem solving

Team collaboration

Adaptability

Travel readiness

Tools

CRM/CS platform

Job description

Eltropy Inc. is seeking a proactive Tier 2 Customer Success Manager to manage a portfolio of 50 mid-size financial institutions across the South Central US.

You will ensure customers derive maximum value from our AI communications platform, driving retention and growth, with close collaboration to sales for expansion opportunities. The role requires 5+ years in customer-facing SaaS/FinTech roles, strong relationship-building, and a data-driven approach.