Become deeply familiar with our products, common workflows, and customer use cases
Join customer calls and handle inbound customer requests with guidance, ensuring timely and accurate responses
Own call notes, follow-ups, and coordination across a portfolio of accounts
Build strong internal context by working closely with a Senior CSM across their book of business
Begin taking end to end ownership of a small portfolio of accounts, managing day-to-day communication and execution with support
Act as the primary point of contact for inbound operational requests across your accounts
Build relationships with customer stakeholders and run standing customer meetings
Take ownership of a portfolio of smaller accounts, managing them end-to-end
Monitor account health and proactively flag risks or opportunities
Support customer-facing materials (e.g., business reviews) and contribute to account planning
Operate as the primary owner of your small account portfolio with clear accountability for customer outcomes
Take on expanded responsibility within larger accounts, contributing to strategic conversations
Demonstrate sound judgment on when to act independently vs. escalate
Play a key role in improving processes and customer experience across the team
Be operating at a level where a clear path toward a CSM role is defined, grounded in performance across both your account portfolio and contributions to the broader book of business.

2–3 years of experience in customer success, account management, consulting, or a similar client-facing role
Strong execution skills—you are highly organized, responsive, and detail-oriented
Strong judgment and the ability to identify when to act independently vs. escalate
Excellent communication skills, with the ability to build trust with both internal teams and external stakeholders
Comfort operating in a fast-paced, high-growth environment with evolving processes
A proactive, “roll-up-your-sleeves” mindset—you take ownership and follow through
Ability to prioritize across multiple accounts and requests without dropping details
Interest in fintech, B2B SaaS, or working closely with financial institutions (a plus)
High levels of empathy, integrity, and accountability.

Remote Flexibility: Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly.
Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas.
Paid Time Off: Enjoy flexible PTO days yearly for relaxation and rejuvenation.
Stock Options: Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package.
Home Office Setup: Create your ideal workspace with a dedicated budget for home office essentials.
Work Trip Budget: Grow personally and professionally with a budget for work-related trips and co-working.
Health Coverage: Prioritize your well-being with comprehensive health and dental insurance plans.

Associate Customer Success Manager

Key skills