Strategic CSM, FinTech (Remote) — Tier-1 Accounts

Eltropy Inc.; Minnesota; Remote; USD 145,000 - 175,000; Full time

Job summary

Eltropy is seeking a strategic Tier-1 Customer Success Manager to manage a portfolio of about 20 high-impact financial institution customers. You will partner with executives to deliver outcomes through our AI-powered communications platform while focusing on retention, growth, and satisfaction.

Ideal candidates have 5+ years in customer-facing roles in B2B SaaS/FinTech, are skilled at onboarding, risk mitigation, and executive-level communications, and can travel up to 25% to meet customers.

Qualifications

• 5+ years of customer-facing experience in B2B SaaS/FinTech
• Proven ability to manage Tier-1 or enterprise accounts
• Willingness to travel up to 25% for executive reviews
• Strong analytical and data-driven decision making
• Excellent communication and executive presence
• Collaborative mindset across sales, product, support, and leadership

Responsibilities

• Tier-1 relationship management for ~20 accounts, building executive-level partnerships
• Develop and execute multi-year success plans to drive retention and expansion
• Identify expansion opportunities and support sales with value narratives
• Oversee onboarding and product adoption across multiple teams and locations
• Advocate for customers and relay feedback to product teams
• Track health metrics, risks, and growth opportunities in CRM

Skills

Customer-facing

B2B SaaS

FinTech

Executive presence

Travel 25%

Analytical skills

Strong communication

Team collaboration

Data-driven

Technical aptitude

Job description

Eltropy is seeking a strategic Tier-1 Customer Success Manager to manage a portfolio of about 20 high-impact financial institution customers. You will partner with executives to deliver outcomes through our AI-powered communications platform while focusing on retention, growth, and satisfaction.

Ideal candidates have 5+ years in customer-facing roles in B2B SaaS/FinTech, are skilled at onboarding, risk mitigation, and executive-level communications, and can travel up to 25% to meet customers.