Agency Success Manager

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Tern

WebsiteLinkedInAll Job Openings

11 - 50 employees

💳 Fintech

🤝 B2B

💸 Finance

Fintech • B2B • Finance

Tern is a company focused on providing flexible cards and accessible fintech tools designed to increase revenue and streamline processes for businesses and enterprises. They offer a variety of embedded banking solutions such as virtual and physical prepaid cards, bank transfers, cross-border transactions, and compliance support. Tern's platform is equipped with low code/no code solutions, APIs, and intelligent data analytics, making it user-friendly and efficient for companies looking to quickly launch financial products. With a goal to democratize fintech services, Tern aims to make these tools available to a broad audience, breaking down barriers and fostering innovation in the financial technology space.

📋 Description

• Define the agency success motion at Tern from near day 1. Segment the book, set the engagement model, and build the playbook for how we support agencies at scale without losing relationship quality. • Own post-sale success for agencies above the GMV threshold. Build activation plans at go-live, drive integration adoption, and run structured business reviews tied to growth outcomes. • Partner with the Implementation team at handoff. Go-live is not the finish line, this role is about fostering the agency relationship long term. • Partner with the Head of CX on what the playbook should look like- what's working and support enterprise launches as needed alongside the broader agency book of business • Surface agency friction, workarounds, and feature needs to R&D. You're the voice of the agency in the product cycle and the speed of that feedback loop matters. • Build scalable touchpoints and systems that work across a range of account sizes and complexity. Use AI to run a high touch motion at a volume that wouldn't be possible otherwise.

🎯 Requirements

• 5+ years in customer success, account management, strategic consulting, or a senior sales role with direct ownership of adoption and revenue growth metrics in a post-sale capacity • Experience managing a meaningful book of business across account sizes and a track record of driving measurable growth, not just maintaining it • A track record of building things, not just running them. You've joined teams where the playbook was incomplete and left them with something repeatable. • Comfortable operating across both SMB/mid-market velocity and enterprise complexity • Strong instincts for how to drive adoption at an agency or team level, not just an individual user level • Excellent communication skills • Experience in travel, hospitality, or a related vertical is a bonus • Consulting background (strategy, management consulting, or professional services) is a plus

🏖️ Benefits

• Competitive salary • Equity and benefits package