Scaled Customer Success Manager

📋 Description

• Own a portfolio of accounts end-to-end to drive adoption and retention.
• Build scalable playbooks, digital touchpoints, and data-driven interventions.
• Partner with CS Ops, Marketing, and Product to optimize the lifecycle.
• Monitor adoption and health signals; trigger outreach when usage declines.
• Own renewals, forecast, and mitigate churn with scalable retention.

🎯 Requirements

• 5-7+ years in customer success or account management with a large book.
• Drive outcomes across a large portfolio via programs, automation, and data.
• Comfort using usage analytics to prioritize and trigger action.
• Strong content creation: emails, in-app messaging, enablement content.
• Confident in group sessions and 1:1 execs; strong PM.
• Bonus: scaled CS motion; fintech/AI experience.

🎁 Benefits

• Strong product adoption with leading financial institutions.
• Extraordinary team of AI and finance talent.
• One-of-a-kind problem: AI at Wall Street scale.
• Real ownership: own surface area and impact.
• Always at the frontier: turn AI models into trusted products.