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Manager, CSM

165k – 180kNew York, NYHybrid8+ YOE
Summary

Manages a team of CSMs focused on banking customers, driving adoption, satisfaction, and revenue growth. Owns client relationships, QBRs, onboarding support, and cross-functional collaboration.

About the role

Key Responsibilities

  • Drive Cross-Team Efficiency and Process Improvement: Develop and implement strategies to enhance collaboration and streamline processes across departments, ensuring overall organizational success.
  • Strategic Sales Partnership for Customer Success: Collaborate with the Sales and Account Management teams to create tailored customer success and expansion plans for each client, aligning efforts to achieve revenue growth goals.
  • Team Leadership and Client Management: Coach and mentor Customer Success Consultants and Managers, focusing on building strong client relationships, establishing trust, and managing existing client accounts effectively.
  • Customer Success KPI Management: Capture, track, manage, and report on the customer "Pass Rate", volume changes and new revenue opportunities as a key performance indicator for customer-facing success.
  • Revenue Forecasting and Growth Optimization: Work with the Account Management team on customer revenue forecasting and reporting, identifying and capitalizing on opportunities to increase revenue through enhanced customer satisfaction.
  • Achieve Revenue Targets Through Client Management: Meet revenue goals by effectively managing live client volume and assisting with securing client contract renewals.
  • Conducting Quarterly Business Reviews: Attend and help coordinate regular business reviews, presenting the current status of the client relationship, active projects, and the value delivered.
  • Understanding and Translating Client Needs: Identify client business requirements, define use cases, and understand data sources to align product capabilities with compelling customer pain points.
  • Serve as Client Advocate: Act as the internal champion for clients within the organization.
  • Onboarding Support: Provide support to the Implementation Manager during the customer onboarding process.
  • Project Team Collaboration: Partner with internal project teams to define current and projected workflows, translating business requirements into detailed specifications.

Qualifications and Experience

  • 8+ years in customer success or a customer facing organization
  • Strong leadership skills, including the ability to articulate strategy and establish trust
  • Understanding of the fraud and authentication space, specifically experience in fraud prevention, detection, and authentication techniques to real business use cases
  • Disruptive thinker who can identify and execute on how best to modify processes to improve outcomes
  • Business acumen with a problem-solving attitude, frequently on-the-fly situational adaptation
  • Strong presentation skills with a proven track record of support a sales organization to help facilitate selling/consulting to a network of customers
  • Facilitation skills, including ability to facilitate decision-making and broker agreements amongst diverse, differing, and/or conflicting perspectives/priorities
  • Proven track record in scaling customer success organization
  • Experience in cybersecurity, fintech, or fast-growing startup is required

Compensation & Benefits

  • Anticipated salary pay range for Metro 2 areas: $165,000-$180,000 plus sales incentive plan
  • Competitive salaries & Bonus Plan (for eligible roles) and Equity Plan
  • Modern Health for financial, mental, and physical wellness
  • 401(k) Retirement Plan & Match (US Offices)
  • Unlimited Vacation and Flexible hours
  • Comprehensive medical benefits for you and your family
  • Emotional & Physical Wellness – Access to wellness services (EAP & Prove Well-Being Reimbursement)
  • Daily GrubHub stipend for lunch if coming into the office (US Offices)
Skills
Customer SuccessTeam LeadershipAccount ManagementRevenue ForecastingKPI ManagementClient Relationship ManagementQuarterly Business ReviewsFraud PreventionCybersecurityFintech
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