💼 About This Role

You'll support a Senior CSM across a complex book of business while owning your own portfolio of smaller accounts end-to-end. You'll act as the primary point of contact for day-to-day operational needs, ensuring exceptional customer execution and long-term partnership. This high-exposure role offers a clear path to senior CSM with direct impact on customer outcomes.

🎯 What You'll Do

• Handle inbound customer requests and ensure timely, accurate responses
• Own call notes, follow-ups, and coordination across accounts
• Monitor account health and proactively flag risks or opportunities
• Run standing customer meetings and build stakeholder relationships

📋 Requirements

• 2–3 years of experience in customer success, account management, or client-facing role
• Strong execution skills with organization and attention to detail
• Strong judgment to decide when to act independently vs. escalate
• Excellent communication skills to build trust internally and externally

✨ Nice to Have

• Interest in fintech, B2B SaaS, or working with financial institutions
• Experience in high-growth environments with evolving processes

🎁 Benefits & Perks

• 🏠 Remote Flexibility: work from anywhere
• ✈️ Unforgettable Off-Sites: twice yearly team bonding
• 🏖️ Paid Time Off: flexible PTO days yearly
• 📈 Stock Options: stake in company success
• 🖥️ Home Office Setup: dedicated budget for essentials

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Team Interview· 60 min

🚩 Heads Up

• Role may evolve as business needs change (vague responsibilities)
• Location 'United States' but remote - possible time zone constraints