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Clutch logo
Clutch

Expert consulting elevated by human connection

Customer Success Manager

Location

United States

Posted

58 days ago

Salary

0

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

Customer Success Manager

Clutch

• Take ownership of a portfolio of 16–20 accounts, including several large customers in active onboarding. • Build relationships with executive sponsors and key day-to-day contacts. • Lead the executive onboarding portion of implementations, ensuring stakeholders are aligned on goals and success measures. • Support adoption of core product capabilities and begin spotting areas for future expansion. • Successfully complete onboarding for your in-flight customers and transition them into post-implementation success management. • Establish “3 wide, 3 deep” relationships across your accounts. • Partner with internal teams (product, support, implementation) to solve customer challenges and influence roadmap priorities. • Lead high-impact QBRs/EBRs (onsite & virtual) with executive stakeholders, supported by data-driven insights into customer performance and opportunities • Identify and surface 2–3 expansion signals to your AE • Use customer data to surface actionable insights that drive adoption and executive alignment • Be recognized by your customers as a trusted advisor who delivers measurable business value. • Consistently drive deeper adoption across your portfolio. • Work with the sales team to generate net-new opportunities through referrals • Conduct whitespace analysis across your portfolio and develop identified opportunities jointly with your AE

Job Requirements

  • 2–4 years of experience as a Customer Success Manager or other customer-facing role in a fast-paced environment, preferably in SaaS and/or Fintech or consulting
  • Willingness to travel up to 15 percent for QBRs, onboarding workshops, and executive meetings
  • Proven success managing a portfolio of mid-market B2B accounts (about 10 to 20 accounts)
  • Developing executive presence; comfortable engaging with director and VP-level contacts
  • Resilience and adaptability when working with fragmented or less mature customer organizations
  • Bias to action and ownership mindset, able to move initiatives forward in ambiguous environments while respecting process
  • Commercial acumen with experience identifying and driving expansion opportunities
  • Data fluency, with the ability to interpret customer and operational data, identify trends, and craft ROI narratives with before/after metrics
  • Strong collaboration skills with a track record of working cross-functionally, especially with product, to deliver customer outcomes
  • Technical fluency and ability to translate product capabilities into business value
  • Background in financial services or other regulated industries strongly preferred; open to adjacent industries with experience managing complex, evolving organizations

Benefits

  • Remote role open to US-based candidates with a small share of travel (approx. 15%)
  • Our culture is high-trust and high-accountability.
  • We value progress over perfection and empower CSMs to take ownership of their portfolio while collaborating closely with product, implementation, and support.
  • Clutch is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
  • Our organization participates in E-Verify.

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