Senior Enterprise Customer Success Leader - FinTech

AccountMakers; Dallas (TX); Hybrid; USD 82,000 - 113,000; Full time

Benefits offered by this job

Health insurance

Vision & Dental

401(k)

Job summary

AccountMakers seeks a Customer Success Manager to lead a team and shape scalable success programs for high-value financial clients in a regulated FinTech environment. You will own onboarding optimization, drive platform adoption, and partner with product, compliance, and engineering to align customer feedback with the roadmap.

You will guide enterprise client relationships, design KPI-driven health scoring, and pursue value-focused growth within existing accounts, ensuring top-tier service

Qualifications

• 8–12 years of customer success, account management, or client services experience with leadership roles in FinTech/financial services.
• Strong understanding of payment systems, financial operations, regulatory considerations, or enterprise SaaS environments.
• Proven ability to build scalable customer success programs, define KPIs, and develop health scoring frameworks.
• Experience driving adoption and expansion within existing accounts through strategic relationship management and value-focused upsell opportunities.
• Skilled at managing escalations and steering executive-level conversations across functions.
• Experience leading teams that support enterprise implementations or complex integrations.
• Familiarity with Salesforce, Zendesk, HubSpot, or specialized FinTech/CS platforms.
• Ability to thrive in fast-moving, high-growth organizations with high customer expectations and compliance needs.

Responsibilities

• Oversee a team of account managers and implementation specialists.
• Develop customer success processes and implement metrics to deepen client engagement and reduce churn.
• Collaborate with product, compliance, and engineering to ensure customer feedback influences the roadmap.
• Drive onboarding optimization and long-term platform adoption across banks, processors, and enterprise partners.

Skills

Leadership

Account management

Enterprise SaaS

Relationship management

KPIs

Upsell opportunities

Cross-functional collaboration

Escalation management

Tools

Salesforce

Zendesk

HubSpot

Job description

Are you a customer success leader with experience supporting complex, high-value clients in regulated industries? AccountMakers has been engaged by our client, a high-growth FinTech and payments technology company, to hire a Customer Success Manager. The Customer Success Manager will strengthen customer relationships, optimize onboarding, and drive long-term platform adoption for banks, payment processors, and enterprise partners. This full-time leadership role will guide customer experience, retention, and operational efficiency as the organization scales its platform across financial institutions and enterprise clients.

In this role, you’ll oversee a team of account managers and implementation specialists, develop customer success processes, and implement metrics that deepen client engagement and reduce churn. You’ll work closely with product, compliance, and engineering teams to ensure customer feedback directly influences roadmap decisions. The ideal candidate is a strong operator who understands financial technology workflows, risk considerations, and the high expectations of enterprise buyers.

This position is based in Dallas, Texas, with hybrid flexibility.

What We’re Looking For

-8–12 years of customer success, account management, or client services experience, including leadership roles within FinTech, payments, or financial services

-Strong understanding of payment systems, financial operations, regulatory considerations, or enterprise SaaS environments

-Proven ability to build scalable customer success programs, define KPIs, and develop health scoring frameworks

-Experience driving adoption and expansion within existing accounts through strategic relationship management and value-focused upsell opportunities

-Skilled at managing escalations, running executive-level conversations, and influencing cross-functional decisions

-Experience leading teams that support enterprise implementations or complex integrations

-Familiarity with tools such as Salesforce, Zendesk, HubSpot, or specialized FinTech/CS platforms

-Ability to thrive in fast-moving, high-growth organizations where customer expectations and compliance needs are high

Create your profile today to be considered!

Compensation

This permanent position offers a competitive salary range of $82,000 and $113,000annually, plus full benefit options including health, vision, dental, 401k and other benefits.

AccountMakers is redefining how companies scale revenue and customer-facing teams by providing on-demand access to top sales, customer success, and support talent. We connect high-growth organizations with the leaders and teams they need, exactly when they need them. Learn more at accountmakers.com .