Customer Success Manager

🕒 August 9, 2025

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Casap

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2023

💳 Fintech

🏦 Banking

🤖 Artificial Intelligence

Fintech • Banking • Artificial Intelligence

Casap is a technology company that focuses on automating dispute management processes within the fintech and banking sectors. Leveraging artificial intelligence, Casap provides a collaboration platform designed to reduce fraud loss and streamline operations, enabling users to resolve disputes efficiently and enhance customer loyalty. The platform features built-in compliance expert systems, allowing partners to identify patterns of fraud and automate the resolution of disputes. Casap's technology targets banks, credit unions, and fintech companies, offering higher recovery rates and reduced dispute-related costs.

📋 Description

• Own a portfolio of customer accounts from go-live through renewal—building strong relationships, ensuring satisfaction, and acting as their day-to-day partner. • Guide customers through onboarding milestones, usage best practices, and product updates to maximize impact and long-term success. • Serve as a proactive resource and problem solver—resolving issues quickly and professionally, with an enterprise-ready approach. • Monitor customer health, identify risks or upsell opportunities, and partner with Sales to support renewals and expansions. • Gather product feedback, surface customer pain points, and work cross-functionally with Product and Engineering to improve the customer experience. • Help build and improve internal processes, knowledge bases, and engagement strategies to scale customer success at Casap. • Communicate confidently with both technical users and executive stakeholders across financial institutions.

🎯 Requirements

• 3–6 years of experience in a Customer Success, Account Management, or Customer Experience role at a B2B SaaS company. • Strong relationship management skills with a track record of supporting mid-market or enterprise clients in high-touch environments. • Experience working with technical products or integrations, ideally in fintech, regtech, or working with financial institutions. • Familiarity with APIs, ERPs (e.g., NetSuite, QuickBooks), or financial system workflows is a plus. • Highly organized, detail-oriented, and able to manage multiple customers and priorities in a fast-paced, early-stage environment. • Strong written and verbal communication skills with a professional and empathetic tone. • Passion for great customer experiences and excitement about building a function from the ground up!

🏖️ Benefits

• Offers Equity