Customer Success Manager

Job description

This range is provided by Strativ Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70,000.00/yr - $80,000.00/yr

Direct message the job poster from Strativ Group

Our client is a fast-growing SaaS start-up at the intersection of technology and financial services. They're disrupting their space with a powerful platform that's transforming how their customers operate—and they’re looking for a driven Customer Success Manager to help them deliver exceptional experiences as they scale.

About the Role:

As a Customer Success Manager , you’ll be the strategic partner for clients, ensuring they’re getting the most out of the platform and achieving their business goals. You’ll join a passionate team and play a key role in customer retention, satisfaction, and growth. This is a hybrid role based in Waltham, MA with flexibility for remote work 2–3 days per week.

Key Responsibilities:

Own the post-sale customer relationship and ensure successful onboarding, training, and adoption

Act as a trusted advisor to your portfolio of clients, guiding them through product use and value realization

Identify growth opportunities within existing accounts and partner with Sales as needed

Proactively manage renewals and reduce churn through thoughtful engagement

Collaborate with Product and Support teams to advocate for customer needs and feedback

Track customer health metrics and report on KPIs

Requirements:

2-4 years of experience in a Customer Success, Support or client management role within the Fintech, Financial Services, or banking space

Proven track record of managing client relationships and driving customer outcomes

Excellent communication, problem-solving, and project management skills

Ability to thrive in a fast-paced, startup environment

Comfort working cross-functionally with Sales, Product, and Support teams

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Customer Service, Consulting, and Training

Industries

Financial Services and Software Development

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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Worksite address

waltham, MA, 02254, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.