Customer Success Manager, Enterprise

5+ years as Customer Success Manager or other customer-facing role Experience in a fast-paced environment, preferably SaaS and/or Fintech or consulting Willingness to travel up to 15 percent Proven success managing a portfolio of mid-market B2B accounts (10-20 accounts) Executive presence and ability to guide senior stakeholders Resilience and adaptability Bias to action and ownership mindset Commercial acumen with experience identifying and driving expansion opportunities Data fluency, ability to interpret customer and operational data Strong collaboration skills, experience working cross-functionally Technical fluency and ability to translate product capabilities into business value Background in financial services or other regulated industries strongly preferred

Own a portfolio of 12-15 mid-market accounts Build relationships with executive sponsors and key contacts Lead executive onboarding for implementations Support product adoption and identify expansion areas Transition customers to post-implementation success management Establish relationships across accounts ('3 wide, 3 deep') Partner with internal teams to solve customer challenges Lead high-impact QBRs/EBRs with executive stakeholders Progress qualified expansion opportunities Use customer data to surface actionable insights Act as a trusted advisor delivering measurable business value Drive deeper adoption across the portfolio Generate net-new opportunities through referrals