Customer Success Manager | Bankrate

Red Ventures is seeking a Customer Success Manager who will manage relationships with financial institutions and digital banks to drive business growth. The role involves developing strategies, analyzing performance data, and ensuring customer success through effective communication and operational efficiency.

Responsibilities:

• Own relationship success: Build and deepen relationships with key customers with our deposits vertical, understanding their business goals and ensuring Bankrate delivers measurable results
• 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: Dig into performance data using Excel and visualization tools (Looker/Tableau) to diagnose health, identify growth levers, and provide evidence-based recommendations
• Lead conversations that matter: Drive discussions, reviews, and recommendations that influence strategic decisions

Requirements:

• 2-3 years of experience in Customer Success, Partner Management, Account Management, Strategy, or Consulting
• Experience within Financial Services (Banking, 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 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
• Relationship-driven — you build trust through insight, not just rapport