Senior Banking Customer Success Manager

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🔥 36 minutes ago

🏈 Ohio – Remote

🏈 Ohio – Remote

💵 $100k - $120k / year

⏰ Full Time

🟠 Senior

🏆 Customer Success

👻 Ghost score 0%

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Onsetto

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2025

🏦 Banking

💳 Fintech

☁️ SaaS

🔥 Funding within the last year

💰 $2.2M Seed on 2026-09

Banking • Fintech • SaaS

Onsetto is a commercial-banking software company that provides the Commercial Banking Operating Platform built around its Operating Relationship Framework. The platform helps financial institutions identify, activate, expand, and retain primary business banking relationships through modules such as Prospecting Intelligence, SwitchAssist (guided account switching/activation), and Treasury Growth, plus benchmarking via an Activation Index. Onsetto is built in collaboration with bankers, emphasizes accelerating account funding and treasury conversion, and has publicized AI-guided workflows and a Seed II raise.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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