Customer Success Manager

📋 Description

• Own a named book of strategic accounts; primary exec contact.
• Drive account health, adoption, and retention; surface risk and recovery.
• Lead executive business reviews with C-level/VP contacts; deliver data-driven insights.
• Identify and co-own expansion opportunities with Sales for NRR growth.
• Serve as a technically credible product expert; explain interface.ai AI products.
• Maintain account health documentation, at-risk flags, and renewal forecasts in CRM.

🎯 Requirements

• Bachelor's degree in Business, Communications, or related field.
• 5–10 years in B2B SaaS; 3+ years in named-account CS with renewals/upsells.
• Proven progression with growing accounts and increasing ACV.
• Proven track record leading exec reviews with C-level/VP at financial institutions or enterprises.
• Strong renewal/upsell instinct; recover at-risk accounts with Sales.
• Data fluent; reference metrics (NRR/adoption/automation) to guide decisions.

🎁 Benefits

• 100% paid health, dental and vision care
• 401(k) and financial wellness perks
• Discretionary PTO and paid parental leave
• Mental health, wellness and family benefits
• A mission-driven team shaping the future of banking