Senior Tier-1 CSM for FinTech Accounts

Eltropy Inc.

Utah

Remote

USD 145,000 - 175,000

Full time

8 days ago

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Job summary

Eltropy Inc. is seeking a strategic Tier-1 Customer Success Manager to oversee a portfolio of roughly 20 high-impact financial institution customers.

You will partner with executives to deliver outcomes through our AI-powered platform while driving retention, growth, and satisfaction. In this role you will manage relationships, develop multi-year success plans, identify churn risks, and collaborate with Sales to close expansion opportunities.

Qualifications

  • 5+ years in customer-facing roles (CA, CSM, or account management) in B2B SaaS/FinTech.
  • Experience managing Tier-1/enterprise accounts.
  • Willingness to travel up to 25%.

Responsibilities

  • Serve as trusted strategic advisor for ~20 Tier-1 accounts.
  • Develop and execute multi-year success plans.
  • Identify churn risks and drive retention and expansion.
  • Collaborate with Sales on account planning for upsell.
  • Onboard and drive adoption across multiple teams.
  • Advocate for customers and relay feedback to product.

Skills

Relationship management
Executive communication
Strategic planning
Data-driven analysis
Cross-functional collaboration

Job description

Eltropy Inc. is seeking a strategic Tier-1 Customer Success Manager to oversee a portfolio of roughly 20 high-impact financial institution customers.

You will partner with executives to deliver outcomes through our AI-powered platform while driving retention, growth, and satisfaction. In this role you will manage relationships, develop multi-year success plans, identify churn risks, and collaborate with Sales to close expansion opportunities.

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