# General Job Template

**Company:** [Socure](https://hotfix.jobs/companies/socure)
**Location:** Remote
**Role:** Customer Success
**Salary:** $145k – $165k/yr
**Experience:** 8+ years
**Skills:** Customer Success, Account Management, SaaS, Fintech, Customer Relationship Management, Onboarding, Product Adoption, Customer Health Metrics, Upselling, Cross-Selling, Project Management, Data Analysis, Business Reviews, Technical Aptitude
**Posted:** 2026-08-27

> The Senior Strategic Customer Success Manager manages strategic post-sale relationships, drives adoption and retention, and identifies expansion opportunities. The role requires 8+ years of customer success or account management experience, strong communication and analytical skills, and the ability to advise B2B technology customers.

## Job Description

## Responsibilities
- Serve as the primary point of contact for a portfolio of customers, managing post-sale relationships and ensuring positive client experiences.
- Build trusted relationships with key stakeholders and act as a strategic partner and advocate for their business objectives.
- Guide onboarding, training, and ongoing support to drive product adoption and usage.
- Monitor customer health, identify risks, and develop retention action plans.
- Conduct business reviews, performance reporting, and value demonstrations for customers and executive stakeholders.
- Collaborate with sales, product, support, and executive teams to maximize customer value.
- Identify upsell and cross-sell opportunities in partnership with account management.
- Gather customer feedback to inform product improvements and business strategy.
- Maintain accurate records of customer interactions, health metrics, and account plans.
- Coordinate resolution of complex customer issues with support, product, and engineering teams.
- Champion innovation in customer engagement models and value creation.

## Requirements
- Bachelor’s degree in Business, Marketing, Communications, or a related field.
- 8+ years of experience in customer success, account management, or a related field, preferably in B2B technology, fintech, or SaaS.
- Proven ability to build and manage customer relationships and act as a trusted advisor.
- Strong written and verbal communication skills.
- Ability to interpret customer data, identify trends and risks, and drive action.
- Project management and organizational skills, including the ability to manage multiple projects and shifting priorities.
- Technical aptitude to understand and explain complex solutions.
- Strong collaboration and relationship-building skills across cross-functional teams.
- Adaptability, creativity, and a proactive approach to challenges.

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**Canonical:** https://hotfix.jobs/jobs/64a10e3d-9d2f-47d8-bd2a-456f3ff258ba