Senior Customer Success Manager
$95,000 - $105,000/year
31 Oct 2025
United States
Verified by Turrior
Content + Source + Freshness • 13 Dec 2025 • 95% confidence
85 / 100
Offer value
The position offers substantial opportunities for career growth within a fast-paced company in the SaaS sector, alongside a competitive salary and benefits.
- Salary range: $95,000 - $105,000/year
- Career growth in a dynamic SaaS environment
- Impactful role driving customer value and satisfaction
- Requires proven customer success experience
Pros
- Strong potential for career advancement in Customer Success management
- Engagement with high-profile clients in the financial services industry
- Flexibility offered through remote and hybrid work options
Cons
- The competitive nature of the role may lead to high-pressure situations
- Requires significant travel (15-25%)
- Demands a tech-savvy mindset and comfort with complex integrations
Who it's for
Mid-Senior • Remote/Hybrid
Good fit
- Experienced Customer Success Managers
- Professionals with an interest in the financial services sector
- Candidates who thrive in fast-paced environments
Not recommended for
- New entrants to the workforce or those lacking relevant experience
- Individuals seeking strictly 9-to-5 roles
- Candidates averse to technology and client interaction
Motivation fit
Aspiration to impact customer satisfaction and business outcomesInterest in working within the financial technology sectorDesire for a role that combines strategic and operational responsibilities
Key skills
Customer relationship managementTechnical acumen in SaaS solutionsStrategic planning and execution
Score: 85/100 AI verified analysis
About the job
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, and credit unions.
The Senior Customer Success Manager (CSM) plays a vital role in building strong, strategic partnerships between Total Expert and our enterprise customers. CSMs are trusted advisors who help customers realize maximum value and ROI from the Total Expert platform. By combining industry expertise, product knowledge, and a deep understanding of customer challenges, CSMs guide organizations toward achieving their business objectives and accelerating revenue growth. The work you do empowers tens of thousands of financial services leaders to help their customers make confident, life-shaping financial decisions.
This position is remote for candidates residing outside of Minnesota. For candidates based in Minnesota, the position follows a hybrid schedule with three on-site days per week in our St. Louis Park, MN office.
What You’ll Be Doing:
· Champion Customer Success: Promote and communicate the full value of Total Expert’s products and services to help customers achieve measurable results.
· Understand the Ecosystem: Gain deep knowledge of each customer’s tech stack, system integrations, and dependencies to optimize their use of Total Expert.
· Be a Trusted Advisor: Build and maintain long-term relationships by recommending workflows, best practices, and strategic guidance tailored to each customer’s goals.
· Drive Retention and Growth: Lead contract renewals and identify upsell or cross-sell opportunities within your portfolio of accounts.
· Ensure Customer Satisfaction: Monitor sentiment and engagement to proactively drive retention and reduce risk.
· Measure Success: Track and report progress toward the customer’s definition of success, demonstrating clear business value over time.
· Develop Executive Relationships: Engage with stakeholders across all levels—including executives—to understand key objectives, challenges, and performance indicators.
· Conduct Business Reviews: Lead regular strategic and operational reviews to assess outcomes, alignment, and next steps.
· Optimize Processes: Partner with customers to improve efficiencies, streamline workflows, and maximize platform productivity.
· Increase Adoption and Engagement: Drive active usage, deliver training, and promote adoption of new features and functionality.
· Advocate for the Customer: Serve as the customer’s voice within Total Expert, collaborating cross-functionally to address needs and influence product enhancements.
· Document and Report: Maintain accurate and up-to-date records of customer interactions, success plans, and engagement history within our customer success platform.
· Contribute to a Growth Culture: Continuously looking for ways to enhance customer experiences and internal processes.
What We Are Looking For:
· Self-Starter with Growth Mindset: Ability to work independently with a strong desire to learn, adapt, and grow.
· Thrives in Startup Culture: Resilient, resourceful, curious, and energized by a fast-paced, evolving environment.
· Tech-Savvy and Passionate: Enthusiasm for technology, innovation, and driving success in a growing SaaS company.
· Strategic Relationship Builder: Proven ability to manage complex, multi-divisional, and geographically diverse accounts.
· Customer-Centric Mindset: A genuine passion for delivering exceptional experiences and measurable outcomes for customers.
· Decisive Problem Solver: Skilled at analyzing complex challenges, identifying root causes, and developing strategic solutions that align with both customer and company goals.
· Cross-Functional Collaborator: Experience partnering effectively with Sales, Product, Professional Services, and Support teams to drive success.
· Executive Credibility: Ability to communicate and establish trust with stakeholders at all organizational levels, including C-suite executives.
· Strong Multitasker: Capable of managing multiple priorities and meeting deadlines under pressure.
· Positive and Energetic: High energy, flexibility, and a proactive “can-do” attitude in the face of challenges.
· Excellent Communicator: Outstanding written, verbal, and presentation skills; comfortable translating technical details into business value.
· Organized and Analytical: Exceptional time management, problem-solving, and analytical abilities.
· Proficient in Tools: Highly skilled in MS Excel, PowerPoint, Word, Outlook, and process mapping tools.
· Traveling (15-25%) to customer onsite as well as industry events.
Skills and Experience that Will Help You Succeed
· Experience in the mortgage industry preferred
· Experience with the Total Expert platform a plus
· 5+ years of experience in Customer Success, Account Management, or Management Consulting (or a similar client-facing role)
· 3+ years of experience in a SaaS or technology organization
· Experience in financial services, marketing automation, or CRM platforms a plus
Compensation/Benefits: The anticipated base salary range for this role is $95,000 - $105,000 annually. Final total compensation offered is dependent upon the selected individual's qualifications and experience. The role is also eligible for variable compensation based on achievement of quota targets. As an employee of the company, you will be eligible to participate in the Employee Stock Option Plan. Total Expert offers a competitive range of benefits including Medical, Dental, Vision, HSA (Health Savings Account), FSA (Flexible Spending Accounts), company paid Life Insurance, Short-Term Disability, Long-Term Disability, Flexible Time-Off (FTO), Paid Parental Leave, and 401(k) with employer match.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
