Senior Customer Success Manager – South Central (Remote)

Eltropy Inc.; Oregon; Hybrid; USD 120,000 - 150,000; Full time

Job summary

Eltropy is seeking a proactive Tier 2 Customer Success Manager (CSM) in the South Central U.S. region to manage a portfolio of 50 mid-size customers.

You will help Community Financial Institutions leverage our AI platform to drive value, retention, and growth, acting as the primary point of contact across onboarding, adoption, and ongoing success. Ideal candidates have 5+ years in customer-facing SaaS/FinTech roles, strong data-driven problem solving, and the ability to travel up to 25% for

Qualifications

• 5+ years in customer-facing SaaS/FinTech roles.
• Experience managing a portfolio of mid-size customers.
• Strong data-driven approach to reducing churn and driving renewal.
• Excellent communication and relationship-building skills.
• Ability to collaborate with Sales, Product and Support teams.

Responsibilities

• Serve as the primary contact for a portfolio of 50 customers.
• Conduct regular check-ins and Strategic Business Reviews (SBRs).
• Develop and execute tailored success plans for goals.
• Identify expansion opportunities and support upsell efforts.
• Lead onboarding and drive product adoption with training resources.
• Advocate for customers and relay feedback to product teams.
• Track health metrics and maintain CRM records.

Skills

Customer Success

Account Management

SaaS

FinTech

Data Analysis

Problem Solving

Team Collaboration

Travel

Tools

CRM/CS Platform

Job description

Eltropy is seeking a proactive Tier 2 Customer Success Manager (CSM) in the South Central U.S. region to manage a portfolio of 50 mid-size customers.

You will help Community Financial Institutions leverage our AI platform to drive value, retention, and growth, acting as the primary point of contact across onboarding, adoption, and ongoing success. Ideal candidates have 5+ years in customer-facing SaaS/FinTech roles, strong data-driven problem solving, and the ability to travel up to 25% for