Customer Success Manager | Bankrate

Bankrate is redefining the future of financial decision-making, seeking a Customer Success Manager who will manage relationships across financial institutions and digital banks. The CSM will shape strategies, analyze performance, and drive initiatives to create measurable business impact.

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
• 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