Customer Success Manager
GreenboardCompliance company
New York, United States$110,000–$150,000Senior
Y Combinator
General Catalyst
Base10 Partners
Wayfinder Ventures
Commerce Ventures
Transpose Platform
Sales & Account Management
About the role
TL;DR
Own client relationships, drive onboarding, and manage renewals for a portfolio of Greenboard's key clients.
- •As a Customer Success Manager, you'll own the end-to-end relationship for a portfolio of Greenboard's most important clients and reselling partners.
- •You'll drive onboarding and implementation, manage renewals and expansion conversations, and act as the strategic point of contact for stakeholders up to executive level.
- •Key Responsibilities Own the full customer lifecycle for a portfolio of accounts, from onboarding through renewal and expansion Lead onboarding and implementation for our more complex and higher-stakes accounts Serve as the senior day-to-day point of contact for customers and reselling partners, including executive stakeholders Build trusted, strategic relationships that go beyond day-to-day support Identify churn risk early and drive proactive retention strategies Requirements 4–8 years of experience in Customer Success, Implementation, Account Management, or a related role, ideally with B2B SaaS Track record of owning complex accounts and executive relationships Exceptional written and verbal communication skills Strong organizational skills and ability to manage competing priorities across a portfolio Comfort building process from scratch in an early-stage startup environment
Required skills
Customer SuccessAccount ManagementOnboardingImplementation ManagementProject Management
Nice-to-have skills
Compliance ManagementMentoring
Domain expertise
fintech
Benefits & perks
Equity, 401(k) with 5% company match, Medical, dental, and vision coverage, 15 days PTO + 11 company holidays + flexible sick time, 2 additional PTO days for each year of service (up to 10 additional days), 10 remote days per year plus additional around the holidays, Bi-annual off-sites and team retreats
Tech stack
PythonJavaScriptTypeScriptNode.jsReactAWSGoogle CloudAzureDockerKubernetesCI/CDGitLinuxJiraConfluenceSalesforceHubSpotREST API