Customer Success Manager

2+ years of experience in a client-facing role (such as Customer Success, Sales, Account Management, or similar) with a strong track record of building relationships and delivering value to customers Prior experience working in Fintech or within financial institutions is desired Ability to influence both technical and business audiences to improve the product by identifying and documenting enhancements Exceptional communication skills (both written and verbal) and the ability to interact with a wide range of audiences Curiosity and desire to learn quickly to develop domain knowledge Keen analytical and problem-solving skills Ability to multi-task balancing simultaneous customer issues Comfortable working in a collaborative, fast paced team environment Flexibility for rotational coverage of non-peak hours is a plus

Proactively engage with clients to surface emerging needs, uncover new use cases, and drive adoption of CMG’s products Work cross-functionally with Sales to create strategic account plans aimed at securing renewals and uncovering new opportunities Identify patterns in client feedback to highlight product gaps, inform internal teams, and help shape CMG’s product direction Deliver high-touch service and foster strong client relationships that prioritize both responsiveness and long-term value Diagnose and resolve customer questions with a solutions-oriented mindset, offering creative workarounds when necessary Build and maintain deep understanding of the CMG platform to support a broad spectrum of customer workflows and opportunities Independently manage fast-paced work as part of a Customer Success team Maintain a flexible and positive approach when navigating challenges Contribute to strategic initiatives and special projects that improve the customer experience and overall team impact