Strategic Client Success Manager - FinTech SaaS

Trueml; Indianapolis (IN); On-site; USD 90,000 - 140,000; Full time

Job summary

TrueML in Indianapolis, IN is seeking an experienced Enterprise Customer Success Manager to drive retention and expansion for a SaaS fintech portfolio. You will lead strategic account plans, coordinate cross‑functional teams, and guide pilots toward long‑term contracts with executive stakeholders.

The ideal candidate has 5+ years in enterprise client success, a metrics‑savvy mindset (NRR/GRR), and hands‑on experience with Salesforce and client health platforms.

Qualifications

• 5+ years in enterprise client success or account management within SaaS/fintech/financial services.
• Strong grasp of recurring revenue models and metrics (GRR, NRR, pilot conversions).
• Able to interpret performance data and present value‑driven recommendations to C‑suite and operators.

Responsibilities

• Drive Portfolio Retention & Expansion: maximize gross and net revenue retention and prevent logo churn.
• Convert pilots into long-term contracts: align success criteria and build business cases.
• Lead strategic discovery & business reviews: conduct monthly/quarterly reviews and demonstrate ROI.
• Build multithreaded partnerships: establish trusted relationships with client decision-makers.
• Orchestrate cross-functional teams: collaborate with Product, Engineering, Sales, Operations, Legal, and Compliance.
• Manage account health & revenue forecasting: monitor portfolio health and maintain forecasts in Salesforce.

Skills

Enterprise CSM

SaaS

Salesforce

NRR/GRR

Executive communication

Cross-functional leadership

Financial services domain

Tools

Salesforce

Job description

TrueML in Indianapolis, IN is seeking an experienced Enterprise Customer Success Manager to drive retention and expansion for a SaaS fintech portfolio. You will lead strategic account plans, coordinate cross‑functional teams, and guide pilots toward long‑term contracts with executive stakeholders.

The ideal candidate has 5+ years in enterprise client success, a metrics‑savvy mindset (NRR/GRR), and hands‑on experience with Salesforce and client health platforms.