Customer Success Manager, Tier 3

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🏆 Customer Success

🚫👨‍🎓 No degree required

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Eltropy

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2013

🤖 Artificial Intelligence

☁️ SaaS

💸 Finance

💰 $25M Series A - Eltropy on 2021-06

Artificial Intelligence • SaaS • Finance

Eltropy is

📋 Description

• Manage a portfolio of 40–60 high-growth-potential credit unions and community banks • Serve as the primary customer contact and build long-term relationships • Conduct regular check-ins and Strategic Business Reviews • Program-manage customer onboarding and successful implementation • Drive product adoption through training, resources, and best practices • Develop and execute tailored customer success plans • Identify and mitigate churn risks through data analysis, usage tracking, and early intervention • Identify expansion and upsell opportunities and collaborate with Sales on closing them • Cultivate referenceable customers for Eltropy • Advocate for customer product, technology, and service needs internally • Communicate customer needs and challenges to cross-functional teams • Collect and relay customer feedback to influence product development • Track and report customer health, retention rates, and other key metrics • Maintain accurate customer interaction and update records in CRM/CS platforms

🎯 Requirements

• 2+ years of customer-facing experience in account management, customer success, or equivalent role • SaaS and FinTech experience a plus • Customer-centric mindset and passion for helping customers succeed • Strong analytical and problem-solving skills • Proven experience working with technology and ability to quickly learn new software and tools • Data-driven approach and willingness to tackle big problems • Ability to work collaboratively across sales, product, and support teams • Ability to thrive in a fast-paced, start-up environment where priorities can change rapidly • Willingness to travel up to 25% for in-person customer and team meetings • Credit union or banking experience is a big plus • Understanding of typical Collections, Lending, Contact Center, and Marketing use cases is a plus • Familiarity with banking tools such as Symitar, Temenos, Meridian Link, Origence, Banno, Q2, or Alkami is a plus

🏖️ Benefits

• Equal opportunity employer • Remote work arrangement • Opportunity to work with Eltropy's AI communications platform • Opportunity to build meaningful partnerships with growing credit unions and community banks

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