[Remote] Customer Success Manager, Tier 2 (South Central)
Note: The job is a remote job and is open to candidates in USA. Eltropy is seeking a proactive and results-driven Customer Success Manager to manage a portfolio of mid-size customers in the Midwest or South Central U.S. The role focuses on ensuring customer satisfaction, driving retention and growth, and advocating for customer needs internally while utilizing Eltropy's AI communications platform.
Responsibilities
• Serve as the primary contact for a portfolio of 50 customers, fostering trust and building strong, long-term relationships
• Conduct regular check-ins and Strategic Business Reviews (SBRs) to ensure customers are achieving their desired outcomes
• Cultivate customers who will serve as positive references of Eltropy to prospects
• Advocate and drive customers’ product, technology, and service needs internally within Eltropy
• Develop and execute tailored success plans to support customers in achieving their goals
• Proactively identify and mitigate risks of churn through data analysis, usage tracking, and early intervention strategies
• Identify opportunities for expansion and upsell within the portfolio by aligning customer needs with additional products or services
• Collaborate with the Sales team to close expansion opportunities and ensure seamless handoffs
• Program-manage the onboarding process, ensuring a smooth and successful implementation
• Drive product adoption by providing training, resources, and best practices
• Advocate for customers internally by communicating their needs and challenges to cross-functional teams
• Collect and relay customer feedback to influence product development and improve the customer experience
• Track and report on customer health, retention rates, and other key metrics
• Maintain accurate records of customer interactions and updates in [CRM/CS platform]
Skills
• 5+ years of customer facing experience (account management, customer success), ideally in SaaS and FinTech
• Customer-Centric Mindset: A passion for helping customers succeed and the ability to understand their needs and challenges
• Strong analytical and problem-solving skills, with a proactive approach to identifying and addressing issues
• Comfortable working with technology and able to quickly learn new software and tools
• Data driven and unafraid to tackle big problems
• Ability to work collaboratively across teams, including sales, product, and support
• Willingness to travel quarterly (or as needed) to conduct in-person meetings with customers and with the rest of the Eltropy team
• Team player, always willing to roll up your sleeves, jump in and help
• Thrive in a fast-paced, start-up environment where priorities can change rapidly
Company Overview
• Eltropy is a Credit union and Community bank that offers voice, text messaging, secure chat, and video banking services. It was founded in 2013, and is headquartered in Santa Clara, California, USA, with a workforce of 51-200 employees. Its website is http://www.eltropy.com.
Company H1B Sponsorship
• Eltropy has a track record of offering H1B sponsorships, with 3 in 2025, 2 in 2024, 1 in 2023, 2 in 2022, 2 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.
Apply Now
Apply Now
Responsibilities
• Serve as the primary contact for a portfolio of 50 customers, fostering trust and building strong, long-term relationships
• Conduct regular check-ins and Strategic Business Reviews (SBRs) to ensure customers are achieving their desired outcomes
• Cultivate customers who will serve as positive references of Eltropy to prospects
• Advocate and drive customers’ product, technology, and service needs internally within Eltropy
• Develop and execute tailored success plans to support customers in achieving their goals
• Proactively identify and mitigate risks of churn through data analysis, usage tracking, and early intervention strategies
• Identify opportunities for expansion and upsell within the portfolio by aligning customer needs with additional products or services
• Collaborate with the Sales team to close expansion opportunities and ensure seamless handoffs
• Program-manage the onboarding process, ensuring a smooth and successful implementation
• Drive product adoption by providing training, resources, and best practices
• Advocate for customers internally by communicating their needs and challenges to cross-functional teams
• Collect and relay customer feedback to influence product development and improve the customer experience
• Track and report on customer health, retention rates, and other key metrics
• Maintain accurate records of customer interactions and updates in [CRM/CS platform]
Skills
• 5+ years of customer facing experience (account management, customer success), ideally in SaaS and FinTech
• Customer-Centric Mindset: A passion for helping customers succeed and the ability to understand their needs and challenges
• Strong analytical and problem-solving skills, with a proactive approach to identifying and addressing issues
• Comfortable working with technology and able to quickly learn new software and tools
• Data driven and unafraid to tackle big problems
• Ability to work collaboratively across teams, including sales, product, and support
• Willingness to travel quarterly (or as needed) to conduct in-person meetings with customers and with the rest of the Eltropy team
• Team player, always willing to roll up your sleeves, jump in and help
• Thrive in a fast-paced, start-up environment where priorities can change rapidly
Company Overview
• Eltropy is a Credit union and Community bank that offers voice, text messaging, secure chat, and video banking services. It was founded in 2013, and is headquartered in Santa Clara, California, USA, with a workforce of 51-200 employees. Its website is http://www.eltropy.com.
Company H1B Sponsorship
• Eltropy has a track record of offering H1B sponsorships, with 3 in 2025, 2 in 2024, 1 in 2023, 2 in 2022, 2 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.
Apply Now
Apply Now