Associate Customer Success Manager

About the Role

This is a foundational role on our Customer Success team, designed for someone who wants to learn quickly, take ownership early, and grow into a more senior Customer Success role.

The Associate Customer Success Manager is a core part of our customer success model, working closely with a Senior CSM to support their book of business while developing toward independent ownership. You will be a critical extension of the Senior CSM, helping ensure customers receive both exceptional day-to-day execution and thoughtful, long-term partnership.

This role has a clear dual mandate:

• Support a Senior CSM across a large, complex book of business, acting as the primary point of contact for day-to-day operational needs and execution

• Own a portfolio of smaller accounts end-to-end, with full responsibility for customer experience, account health, and outcomes

You’ll be deeply embedded in customer workflows, ensuring requests are handled quickly, accurately, and with a strong sense of ownership, while learning how to manage strategic relationships over time.

This is a high-exposure, high-growth role for someone who wants to develop into a senior or Enterprise CSM, with a clear path toward owning larger, more complex accounts.

About the Team

Our Customer Success team of 10+ is responsible for managing our partner Credit Union relationships, guiding them through onboarding, adoption, and long-term growth.

Our culture is high-trust and high-accountability. We value progress over perfection and empower CSMs to take ownership of their portfolio while collaborating closely with product, implementation, and support. The people who thrive here are resilient, bring positive energy, and have a strong bias to action in an environment that is still evolving.

What You’ll Do

Within 3 months, you will:

• Become deeply familiar with our products, common workflows, and customer use cases

• Join customer calls and handle inbound customer requests with guidance, ensuring timely and accurate responses

• Own call notes, follow-ups, and coordination across a portfolio of accounts

• Build strong internal context by working closely with a Senior CSM across their book of business

• Begin taking end to end ownership of a small portfolio of accounts, managing day-to-day communication and execution with support

Within 6 months, you will:

• Act as the primary point of contact for inbound operational requests across your accounts

• Build relationships with customer stakeholders and run standing customer meetings

• Take ownership of a portfolio of smaller accounts, managing them end-to-end

• Monitor account health and proactively flag risks or opportunities

• Support customer-facing materials (e.g., business reviews) and contribute to account planning

Within 9 months, you will:

• Operate as the primary owner of your small account portfolio with clear accountability for customer outcomes

• Take on expanded responsibility within larger accounts, contributing to strategic conversations

• Demonstrate sound judgment on when to act independently vs. escalate

• Play a key role in improving processes and customer experience across the team

• Be operating at a level where a clear path toward a CSM role is defined, grounded in performance across both your account portfolio and contributions to the broader book of business

What You’ll Bring

• 2–3 years of experience in customer success, account management, consulting, or a similar client-facing role

• Strong execution skills—you are highly organized, responsive, and detail-oriented

• Strong judgment and the ability to identify when to act independently vs. escalate

• Excellent communication skills, with the ability to build trust with both internal teams and external stakeholders

• Comfort operating in a fast-paced, high-growth environment with evolving processes

• A proactive, “roll-up-your-sleeves” mindset—you take ownership and follow through

• Ability to prioritize across multiple accounts and requests without dropping details

• Interest in fintech, B2B SaaS, or working closely with financial institutions (a plus)

• High levels of empathy, integrity, and accountability

Please note that this role may evolve as our business needs change, so we appreciate your flexibility and adaptability.

What’s In It For You?

• Remote Flexibility: En