Customer Success Manager - Fintech

Key Responsibilities Manage and grow a portfolio of B2B client relationships Drive customer onboarding, adoption, and retention strategies Act as the primary point of contact for client queries and escalations Collaborate with internal teams (Product, Tech, Operations) Identify upselling and cross-selling opportunities Track customer performance, engagement, and satisfaction Minimum Requirements Bachelors degree in Business or related field 34 years experience in Customer Success or Account Management Exposure to fintech, SaaS, or financial services Strong communication and stakeholder management skills Experience in payments, lending, or digital banking CRM tools (Salesforce, HubSpot) Basic data analysis skills (Excel, dashboards) Experience working with product or technical teams This is a proactive talent pooling opportunity.

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