Customer Success Manager

📋 Description

• Own a defined portfolio of enterprise merchants post-go-live and become their primary point of
• Own the full QBR cycle for your book: schedule and coordinate, research and build the report or
• Run a lighter-cadence touch across your portfolio focused on account health and relationship
• Lead renewal discussions that combine a program performance review with a clear terms conversation
• Identify at-risk accounts early, lead the conversation that addresses their concerns directly, and
• Own your queue: sort and prioritize incoming merchant requests, respond with clarity and urgency

🎯 Requirements

• 4+ years of experience in a customer-facing Customer Success, Account Management, or Relationship
• Ideally in B2B SaaS, fintech, or payments, or a strong willingness to learn
• Hands-on experience with AI tools; comfortable building workflows, managing agents, and leveraging
• Strong written and verbal communication skills
• A self-starter mindset
• Hands-on experience with CRM and customer success tooling (Salesforce or similar)