Customer Success Manager

📋 Description Own a named book of strategic accounts; primary exec contact. Drive account health, adoption, and retention; surface risk and recovery. Lead executive business reviews with C-level/VP contacts; deliver data-driven insights. Identify and co-own expansion opportunities with Sales for NRR growth. Serve as a technically credible product expert; explain interface.ai AI products. Maintain account health documentation, at-risk flags, and renewal forecasts in CRM. 🎯 Requirements Bachelor's degree in Business, Communications, or related field. 5–10 years in B2B SaaS; 3+ years in named-account CS with renewals/upsells. Proven progression with growing accounts and increasing ACV. Proven track record leading exec reviews with C-level/VP at financial institutions or enterprises. Strong renewal/upsell instinct; recover at-risk accounts with Sales. Data fluent; reference metrics (NRR/adoption/automation) to guide decisions. 🎁 Benefits 100% paid health, dental and vision care 401(k) and financial wellness perks Discretionary PTO and paid parental leave Mental health, wellness and family benefits A mission-driven team shaping the future of banking