Senior Banking Customer Success Manager

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🕒 Outubro 29

🏈 Ohio – Remoto

🏈 Ohio – Remote

💵 $100.000 - $120.000 / ano

⏰ Tempo Integral

🟠 Sênior

🏆 Sucesso do Cliente

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Onsetto

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2025

🏦 Bancário

💳 Fintech

☁️ SaaS

🔥 Investimento no último ano

💰 $2.200.000 Seed em 2026-09

Banking • Fintech • SaaS

A Onsetto é uma empresa de software para Commercial Banking que oferece a Commercial Banking Operating Platform, desenvolvida com base no seu Operating Relationship Framework. A plataforma ajuda instituições financeiras a identificar, ativar, expandir e reter relacionamentos bancários empresariais primários por meio de módulos como Prospecting Intelligence, SwitchAssist (migração e ativação guiadas de contas) e Treasury Growth, além de benchmarking por meio de um Activation Index. A Onsetto é desenvolvida em colaboração com bankers, com foco em acelerar o funding de contas e a conversão de oportunidades de treasury, e já divulgou workflows orientados por IA e uma rodada Seed II.

Descrição

• Own complex or strategically important customer relationships • Develop and execute customer strategies based on customer goals, stakeholders, priorities, operating environment, and use of Onsetto • Build trusted relationships across customer organizations, including senior and executive stakeholders • Navigate complex stakeholder dynamics and adapt customer strategies as needs or business conditions change • Represent customer priorities internally and influence cross-functional decisions and actions • Establish customer outcomes and success measures to shape account strategy and priorities • Address complex adoption challenges, strengthen product utilization, and increase customer value realization • Analyze product usage, customer feedback, business outcomes, and customer context to identify patterns, opportunities, and barriers • Identify and advance upsell and expansion opportunities with internal stakeholders • Assess and document customer health and address risks to customer value, confidence, or retention • Support strategically important or complex contract renewals • Lead recurring customer business reviews and strategic conversations • Lead difficult or high-stakes conversations with senior and executive stakeholders • Translate customer insights into actionable input for Customer Success, Product, and company decision-making • Share expertise and help strengthen Customer Success practices and standards beyond assigned accounts

🎯 Requisitos

• At least 5 years of experience in Customer Success, account management, or a related customer-facing role managing ongoing, contractual B2B customer relationships • Experience in banking, fintech, or financial services is required • Experience independently owning complex or strategically important customer relationships and associated outcomes • Experience developing and executing customer or account strategies that drive adoption, value realization, retention, or growth • Experience assessing customer health and navigating complex, at-risk, or high-stakes customer situations • Experience building and maintaining relationships with multiple levels of customer stakeholders, including senior or executive stakeholders • Experience using customer, product, account, and business information to evaluate risks and opportunities and make strategic decisions • Strong written and verbal communication skills • Experience leading strategic business reviews and difficult or consequential customer conversations • Ability to operate independently in ambiguous situations and influence outcomes across teams without formal authority • Preferred: experience managing relationships with banks or other financial institutions, particularly in commercial banking or treasury management • Preferred: experience supporting SaaS or technology products requiring sustained product adoption and behavior change • Preferred: experience supporting complex contract renewals, upsells, or account expansion opportunities • Preferred: experience contributing to Customer Success practices, processes, frameworks, or standards beyond an individual customer portfolio

🏖️ Benefícios

• The opportunity to take real ownership of your work and make a visible impact • Broad hands-on experience across multiple areas of the business • The ability to help shape processes, systems, and how the company operates • Direct exposure to leadership and strategic decision-making • A high-trust environment with low bureaucracy and meaningful responsibility • Flexible PTO • Medical, dental, and vision coverage for eligible employees • Access to HSA plan options • Parental leave • Opportunities for travel and industry exposure in customer-facing or go-to-market roles • Opportunities for growth and increased responsibility

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