This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Customer Success Manager based in United States.
This role offers the opportunity to guide enterprise customers through complex technical implementations and long-term success journeys.
You will serve as a trusted advisor, helping clients adopt sophisticated solutions while ensuring smooth onboarding and ongoing value realization.
Working at the intersection of customer success, implementation, and solution consulting, you will translate business needs into scalable product experiences.
The position requires strong communication skills, technical understanding, and the ability to manage high-impact customer relationships.
You will collaborate closely with product, engineering, and business teams to improve customer outcomes and influence product evolution.
This is an ideal opportunity for a customer-focused professional who enjoys solving complex challenges in an innovative technology environment.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Customer Success Manager based in United States.
This role offers the opportunity to guide enterprise customers through complex technical implementations and long-term success journeys.
You will serve as a trusted advisor, helping clients adopt sophisticated solutions while ensuring smooth onboarding and ongoing value realization.
Working at the intersection of customer success, implementation, and solution consulting, you will translate business needs into scalable product experiences.
The position requires strong communication skills, technical understanding, and the ability to manage high-impact customer relationships.
You will collaborate closely with product, engineering, and business teams to improve customer outcomes and influence product evolution.
This is an ideal opportunity for a customer-focused professional who enjoys solving complex challenges in an innovative technology environment.
Accountabilities
- Support pre-sales activities by preparing customer presentations, assisting business development teams, configuring demonstrations, and showcasing solutions aligned with client needs.
- Manage post-contract activation processes, coordinating technical onboarding milestones and facilitating preparation for complex implementation activities.
- Guide customers through infrastructure requirements, technical prerequisites, and activation processes to ensure successful deployments.
- Lead customer onboarding by managing account setup, workspace configuration, user access, and structured training sessions.
- Help clients understand product capabilities, security practices, operational workflows, and best practices to achieve their business objectives.
- Translate customer requirements and business processes into system configurations, including approval workflows, role management, and policy settings.
- Facilitate live configuration sessions and provide hands-on guidance as customers configure solutions within their production environments.
- Act as the primary point of contact for enterprise customers, maintaining strong relationships through regular check-ins, success reviews, and proactive support.
- Identify adoption risks, expansion opportunities, and customer feedback to improve retention and customer satisfaction.
- Partner with Product and Engineering teams to communicate customer insights and contribute to product improvements.
- Develop repeatable customer success processes, documentation, playbooks, and knowledge resources to improve scalability.
- 5+ years of experience in Customer Success, Technical Account Management, Implementation Management, or Solution Consulting roles supporting enterprise software solutions.
- Proven experience working with customers in financial services, banking technology, payment infrastructure, treasury systems, or other highly technical financial platforms.
- Strong understanding of complex technical and security concepts, including key management processes, hardware security modules, access controls, or policy-based systems.
- Experience leading customer onboarding programs, implementation projects, and milestone-based delivery processes.
- Strong project management skills with the ability to coordinate multiple stakeholders and manage complex customer initiatives.
- Excellent facilitation skills, with confidence leading live workshops, screen-sharing sessions, and cross-functional discussions.
- Ability to analyze business processes and translate requirements into clear workflows, policies, documentation, and customer guidance.
- Strong technical communication skills with the ability to simplify complex concepts for both technical and non-technical audiences.
- Experience collaborating with internal teams such as Engineering, Product, Support, and IT to deliver a seamless customer experience.
- Ability to create scalable processes, documentation, and customer enablement materials.
- Comfortable working in a fast-paced startup environment with evolving processes and priorities.
- Remote work flexibility with the opportunity to collaborate with a globally distributed team.
- Opportunity to work with innovative enterprise technology solutions and complex customer environments.
- High-impact role with direct influence on customer experience, product improvements, and operational processes.
- Exposure to cutting-edge infrastructure and security-focused technology.
- Collaborative environment with close partnership across customer success, engineering, product, and business teams.
- Opportunities to contribute to scalable processes and shape the future of customer operations.
- Competitive compensation package based on experience and qualifications.
The Customer Success Manager will own the customer lifecycle after contract signing, ensuring enterprise clients successfully implement, adopt, and maximize the value of complex technical solutions.
Requirements
The ideal candidate has strong customer success, implementation, and technical consulting experience, with the ability to manage complex enterprise relationships and guide customers through sophisticated technology adoption.