Customer Success Manager, Mid-Market
New
United StatesFull-TimeMiddle
Salary$86,000 – $105,000 USD range
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Job Details
- Experience
- 5+ years of professional experience with at least 3+ years in a Customer Success, Account Management, or similar client-facing role
- Required Skills
- Account ManagementCustomer SuccessSaaS
Requirements
- 5+ years of professional experience with at least 3+ years in a Customer Success, Account Management, or similar client-facing role
- Proven ability to manage multiple accounts simultaneously in a fast-paced, high-growth environment
- Strong communication skills with experience leading meetings, presentations, and executive-level conversations
- Demonstrated ability to understand technical products and translate them into clear customer value
- Strong organizational and prioritization skills to manage competing tasks, deadlines, and customer needs
- Ability to quickly learn complex platforms and industries with curiosity and adaptability
- Experience using AI tools to enhance customer success workflows, improve output quality, or increase efficiency
- Preferred: experience in fintech, SaaS, or financial services environments
- Preferred: proven success contributing to process improvements or scalable customer success operations
- Preferred: experience producing AI-assisted deliverables or measurable workflow improvements using AI
Responsibilities
- Manage a portfolio of 60–75 mid-market customer accounts, ensuring strong engagement, satisfaction, and long-term retention
- Lead onboarding, implementation, and adoption efforts to help customers successfully integrate and use the platform
- Monitor customer health metrics including product usage, adoption trends, satisfaction scores, and renewal readiness
- Serve as a trusted advisor to customers, running meetings and presentations with stakeholders at various levels, including executives
- Identify opportunities for expansion, upselling, and deeper product utilization based on customer needs and goals
- Collaborate with product and engineering teams to relay customer feedback and influence future product improvements
- Contribute to internal initiatives aimed at improving customer success operations, workflows, and tooling efficiency
- Leverage AI tools as part of daily workflows to improve productivity, customer readiness, and delivery quality
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