Senior Customer Success Manager | Bankrate

Red Ventures is looking for a Senior Customer Success Manager at Bankrate who is part strategist and part operator, dedicated to helping partners grow. This role involves managing a portfolio of mortgage lending partners, shaping strategies, analyzing performance, and driving initiatives for measurable business impact.

Responsibilities:

• Own Performance Strategy: Build and deepen relationships with key lending partners. You’ll be the primary driver of their ROI, ensuring Bankrate delivers results that exceed their business goals
• Architect for scale: Identify opportunities to automate routine tasks and build scalable operational processes, ensuring our CS engine runs efficiently as the portfolio expands. Help evolve our approach to customer success by developing playbooks, frameworks, and best practices for how we grow together
• Be the Data Authority: You don’t just look at dashboards; you interrogate them. You’ll use Excel and visualization tools (Looker/Tableau) to diagnose account health, identify hidden growth levers, and provide evidence-based recommendations
• Lead High-Stakes Reviews: Drive Quarterly Business Reviews (QBRs) and strategic deep-dives that simplify complex data into compelling stories, influencing partner stakeholders at the executive level

Requirements:

• 3-5+ years of experience in Customer Success, Partner Management, Account Management, Strategy, or Consulting
• Experience within Financial Services (Lending, Fintech, BaaS) a plus
• Analytical and curious — you dig into the data to understand what's really driving results
• Strong analytical skills needed, with comfort working in Excel/Sheets and data visualization tools (Looker, Tableau, etc)
• Experience using CRM tools (Salesforce, Gainsight, ChurnZero) to automate workflows and scale operations
• A strong communicator who can simplify complexity and tell compelling stories with numbers
• Demonstrated ability to manage customer relationships through performance analysis and outcome-based decision-making
• Entrepreneurial mindset — comfortable navigating ambiguity and building structure from scratch