Customer Success Manager - Fintech

Key Responsibilities 

• Manage and grow a portfolio of B2B client relationships
• Drive customer onboarding, adoption, and retention strategies
• Act as the primary point of contact for client queries and escalations
• Collaborate with internal teams (Product, Tech, Operations)
• Identify upselling and cross-selling opportunities
• Track customer performance, engagement, and satisfaction

• Bachelor’s degree in Business or related field
• 3–4 years experience in Customer Success or Account Management
• Exposure to fintech, SaaS, or financial services
• Strong communication and stakeholder management skills
• Experience in payments, lending, or digital banking
• CRM tools (Salesforce, HubSpot)
• Basic data analysis skills (Excel, dashboards)
• Experience working with product or technical teams