Strategic CSM – AI Fintech SaaS (SF On-site)

Wintermeyer Ventures; San Francisco (CA); On-site; USD 148,000 - 192,000; Full time

Job summary

Wintermeyer Ventures is seeking a Senior Customer Success Manager to guide strategic accounts in a fintech SaaS context from our San Francisco office. You will advise senior stakeholders, drive adoption and retention, and partner with Sales to expand the product portfolio.

The role requires 5–10 years in customer success for B2B SaaS, a bachelor's degree, and the ability to explain technology value with credibility. Occasional travel to client sites across the United States is expected.

Qualifications

• 5–10 years in customer success management in B2B SaaS.
• Experience with enterprise or large mid-market accounts and executive relationships.
• Bachelor's degree; ability to understand tech products and explain value.
• At least 1 year at a venture-backed, high-growth startup; experience building/improving processes.
• Nice-to-have: CCaaS, conversational AI, contact center software, or fintech background.
• Familiarity with AI productivity tools (Claude, ChatGPT).
• Willing to travel to customer sites across the U.S. 1–2 days per month.

Responsibilities

• Manage a portfolio of strategic accounts and build executive-level relationships.
• Monitor account health, adoption, and retention; identify risks and lead recovery.
• Lead executives and quarterly business reviews with data-driven insights.
• Partner with Sales to expand opportunities across the product portfolio.
• Translate metrics into customer-facing value narratives.
• Explain the product and AI concepts with technical credibility.
• Share feedback with Product and Engineering on gaps and adoption challenges.
• Maintain CRM records, health indicators, and renewal forecasts.

Skills

Customer success

Stakeholder mgmt

SaaS experience

Education

Bachelor's degree

Tools

Claude

ChatGPT

Job description

Wintermeyer Ventures is seeking a Senior Customer Success Manager to guide strategic accounts in a fintech SaaS context from our San Francisco office. You will advise senior stakeholders, drive adoption and retention, and partner with Sales to expand the product portfolio.

The role requires 5–10 years in customer success for B2B SaaS, a bachelor's degree, and the ability to explain technology value with credibility. Occasional travel to client sites across the United States is expected.