Senior Customer Success Manager

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🏆 Customer Success

👻 Ghost score 15%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Canopy

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2017

💳 Fintech

☁️ SaaS

🤖 Artificial Intelligence

💰 $4.8M Series A on 2018-10

Fintech • SaaS • Artificial Intelligence

Canopy is a Singapore-headquartered SaaS platform that consolidates and reconciles custody and portfolio data to create a private, reconciled source of truth for complex wealth owners. The product connects 250+ custodians and reconciles accounts daily, then layers wealth intelligence, bank-grade reporting, and opt‑in AI agent workflows to answer plain-language questions, surface exceptions, and automate operational tasks for single- and multi-family offices, external asset managers, private banks, accounting firms, and trustees. Launched in 2017, Canopy emphasizes security and compliance (ISO 27001:2022, MAS-aligned), per-client isolation, and encrypted storage, and is built to scale wealthy clients’ reporting and oversight needs without adding headcount.

📋 Description

• Lead and manage a portfolio of strategic enterprise healthcare accounts across the customer lifecycle • Develop and execute tailored success plans and build stakeholder relationships • Participate in strategic planning, deployment phases, and go-live milestones • Address customer concerns, troubleshoot issues, and coordinate cross-functional resolution • Drive retention and expansion strategies with Sales and Customer Experience leadership • Contribute to Customer Success strategy, process development, and scalable practices • Recommend improvements to systems, tools, and workflows • Partner with Sales, Marketing, Product, Technical Account Services, and Hardware Operations • Represent the customer voice to inform product and process development • Engage customers from installation through renewal, focusing on executive relationships, measurable outcomes, and program growth

🎯 Requirements

• 8+ years of experience in Customer Success • Proven track record managing complex enterprise accounts • Strong understanding of customer lifecycle management, renewals, and expansion strategies • Experience managing multi-phase projects across healthcare or SaaS environments • Excellent communication and stakeholder engagement skills • Strong problem-solving and proactive execution abilities • Ability to think strategically and contribute to functional growth • Experience with CRM tools (Salesforce, HubSpot, etc.) • Growth mindset and adaptability to startup environments • Preferred: Experience in healthcare technology, safety/security, or RTLS systems • Preferred: Familiarity with change management principles for driving adoption

🏖️ Benefits

• Remote work arrangement • Up to 50% travel • Collaborative, mission-driven work environment • Growth, creativity, and purpose valued

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