We are seeking a Customer Success Manager, Enterprise Accounts to serve as a trusted advisor to our strategic and enterprise Fintech and Financial Institution clients. This is a high-visibility role that directly impacts revenue growth, customer satisfaction, and the long-term success of  client base.

What You’ll Do

• Own the success and outcomes of  largest and most complex enterprise customers.
• Act as a trusted advisor to senior stakeholders across multiple lines of business.
• Drive adoption and maximize utilization of  within large, matrixed organizations.
• Lead and coordinate enterprise-level implementations spanning multiple products, use cases, and systems.
• Design and deliver tailored enablement programs, training, and best practices to accelerate adoption.
• Collect, analyze, and present customer data to uncover insights that inform strategy and drive measurable success.
• Proactively identify and manage customer risks, engaging internal teams as needed to ensure successful outcomes.
• Partner closely with Account Executives to support renewals, expansions, and upsells across enterprise accounts.

Who You Are

• 5+ years of Customer Success experience in SaaS technology, ideally within data, financial services, or mortgage technology.
• Deep understanding of the enterprise Customer Success lifecycle and proven ability to deliver measurable client impact.
• Experience leading large-scale software rollouts at Fortune 500 or financial services organizations.
• Strong ability to master complex product functionality and translate technical concepts into business value for customers.
• Skilled at educating, enabling, and training enterprise customers across diverse audiences.
• Track record of resolving complex customer issues through effective cross-functional collaboration.
• Familiarity with mortgage, consumer lending, or fintech technology and operations.
• Background in a high-growth startup environment with demonstrated ability to adapt quickly, problem-solve, and scale processes.

• Are you interested in this position?

   

  Apply by clicking on the “Apply Now” button below!

   

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