Customer Success Manager

New

Vic.aiFintech AI

East Coast–based candidates, East CoastFull-TimeMiddle

Salary$90,000 to $110,000

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Job Details

Experience: 2+ years
Required Skills: RESTful APIsAccount ManagementCustomer SuccessSaaSHubSpotNetSuite

Bachelor’s degree or equivalent experience
2+ years in Customer Success, Account Management, Consulting, or other customer-facing roles
SaaS experience required
Experience onboarding or implementing software solutions
Comfortable learning and explaining technical products, workflows, and integrations
Ability to understand how AI/automation systems work and translate capabilities into business value
Able to partner effectively with Engineering/Product and communicate technical issues clearly
Data-savvy and comfortable using metrics, dashboards, and reporting to guide decisions
Excellent relationship-building and communication skills
Strong problem-solver who stays calm and proactive under pressure
Comfortable leading client meetings, trainings, and executive conversations
Organized, detail-oriented, and able to manage multiple accounts simultaneously

Drive product adoption and measurable outcomes through onboarding, training, and best practices
Serve as a trusted advisor to finance leaders and day-to-day users
Manage a portfolio of accounts and build strong, long-term relationships
Lead check-ins, business reviews, and strategic conversations
Identify churn risks early and proactively improve retention
Troubleshoot product, workflow, and data issues and coordinate resolutions
Respond to customer inquiries via Intercom and other channels
Advocate for customers internally and influence product improvements
Partner cross-functionally with Product, Engineering, and Implementation teams to solve complex customer challenges
Continuously refine onboarding and customer journey processes as we scale

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