Customer Success Manager

📋 Description

• Lead onboarding, discovery, and training for product launches.
• Customize implementation plans to fit customer workflows.
• Develop onboarding guides, checklists, videos, and FAQs.
• Own day-to-day customer relationships to drive adoption.
• Track ROI and conduct regular business reviews.
• Collaborate with Sales, Product, and Support to ensure success.

🎯 Requirements

• 3+ years SaaS Customer Success, Onboarding, or Enablement
• Proven track record managing full lifecycle relationships (retention/growth)
• Excellent verbal and written communication; simplify complex concepts
• Data-driven; comfortable with CRMs, reporting tools, and health platforms
• Highly organized self-starter; thrives in a fast-paced, evolving env
• Bonus: experience in construction, real estate, accounting, or related verticals

🎁 Benefits

• Competitive salary plus meaningful equity
• Comprehensive health, dental, and vision insurance
• 401(k) match and flexible PTO
• Growth opportunities in a fintech startup
• Unlimited opportunities for leadership development