Strategic Tier-1 CSM — East US (Remote)

Eltropy Inc.; Florida; 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 roughly 20 high-impact financial institution clients, including top-tier credit unions and community banks. You will partner with key stakeholders to drive retention, growth, and ROI from our AI-powered communications platform.

Responsibilities include executive reviews, risk mitigation, cross-functional advocacy, and collaboration with Sales on expansion.

Qualifications

• 5+ years in customer-facing roles, enterprise SaaS/FinTech.
• Willingness to travel up to 25% for executive reviews.
• Strong communication and executive presence.
• Ability to analyze data and track health metrics.

Responsibilities

• Serve as trusted advisor for ~20 Tier-1 accounts.
• Conduct regular executive business reviews to ensure ROI.
• Identify expansion opportunities and collaborate with Sales.
• Develop multi-year success plans and manage onboarding projects.
• Track health, retention, and product adoption metrics.

Skills

Customer success

Strategic relationship mgmt

Enterprise accounts

Data-driven

Tools

CRM software

Job description

Eltropy is seeking a strategic Tier-1 Customer Success Manager to manage a portfolio of roughly 20 high-impact financial institution clients, including top-tier credit unions and community banks. You will partner with key stakeholders to drive retention, growth, and ROI from our AI-powered communications platform.

Responsibilities include executive reviews, risk mitigation, cross-functional advocacy, and collaboration with Sales on expansion.