Customer Success Manager

Job Summary

To support a growing credit card portfolio, the full-time Customer Success Manager will manage client relationships, analyze performance data, and drive strategic initiatives remotely or in a hybrid setup, preferably for candidates on the East Coast.

Key responsibilities

• Build and deepen relationships with key issuer customers, ensuring measurable results aligned with their business goals
• Identify opportunities for automation and develop scalable operational processes to enhance customer success
• Analyze performance data using Excel and visualization tools to provide evidence-based recommendations that drive growth

Required qualifications

• 2-3 years of experience in Customer Success, Partner Management, Account Management, Strategy, or Consulting, preferably in Financial Services
• Strong analytical skills with proficiency in Excel and data visualization tools (Looker, Tableau)
• Experience using CRM tools to automate workflows and scale operations
• Demonstrated ability to manage customer relationships through performance analysis
• Entrepreneurial mindset with the ability to navigate ambiguity and build structure from scratch