Customer Success Manager
Skills
- Customer-facing account management experience
- Fintech / financial services domain knowledge
- Strong verbal and written communication
- Problem analysis and resolution
- Cross-functional collaboration with product, sales, and support
- Ability to manage multiple strategic accounts concurrently
- Technical aptitude to discuss integrations and product capabilities
Responsibilities
- Build and maintain strong relationships with key clients, understanding business needs and aligning Amount solutions to client goals
- Lead customer onboarding and deliver product training to maximize platform utilization
- Proactively communicate through regular check-ins to assess satisfaction, surface issues, and share product updates
- Act as liaison between clients and internal teams to troubleshoot and resolve issues promptly
- Identify and cultivate customer advocacy opportunities (testimonials, case studies, referrals)
- Capture and relay product feedback to inform product roadmap and continuous improvement
- Gather high-level business requirements for technical initiatives and communicate Amount’s value propositions
- Collaborate with sales to manage renewals and identify upsell opportunities based on client usage and needs
Education
- Bachelor's degree preferred or equivalent professional experience
- Ongoing professional development in customer success or fintech topics encouraged
Benefits
- Comprehensive health, dental, and vision benefits
- 401(k) or retirement savings plan
- Paid time off and company holidays
- Remote-first work environment
- Professional development and learning stipends
- Equity or stock option opportunities (company dependent)
Average salary estimate
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