Senior Customer Success Manager
Full Time
full time
$120,000 - $180,000/year
24 Oct 2025
Verified by Turrior
Content + Source + Freshness • 12 Dec 2025 • 95% confidence
80 / 100
Offer value
A valuable role that focuses on enterprise account management in the fintech sector, highlighting strong client interaction and strategic impact.
- Compelling OTE compensation range: $120,000 - $180,000
- Influential role in managing enterprise accounts
- Opportunities for professional growth in fintech space
- Requires specific fintech expertise and organization
Pros
- Competitive OTE compensation structure ($120,000 - $180,000)
- Opportunity to work with high-profile enterprise clients
- Scope for strategic influence within the customer journey
Cons
- Fast-paced demands can lead to work pressure
- Requires sophisticated understanding of fintech
- High accountability necessitates strong personal organization
Who it's for
Mid-senior level • Hybrid (partially onsite in NYC)
Good fit
- Experienced customer success managers
- Professionals thriving in complex environments
- Candidates with strong fintech knowledge
Not recommended for
- Entry-level individuals without relevant experience
- Those preferring less responsibility
- Candidates not familiar with client-driven roles
Motivation fit
Desire to drive customer satisfaction and adoptionInterest in strategic account growth and renewalThriving in a high-accountability environment
Key skills
Customer success strategiesAccount managementAnalytical skillsProject management
Score: 80/100 AI verified analysis
About the job
About the Company
- At Balance, you will be the strategic lead for our most valued and complex enterprise accounts.
- Your mission is to ensure clients aren’t just satisfied—they’re thriving.
- You’ll take full ownership of the relationship, leading onboarding, driving adoption, and executing retention and expansion initiatives.
- This role blends the relationship-building strength of account management with the structure and rigor of project management.
- It’s ideal for someone who is customer-obsessed, thrives in high-accountability, cross-functional environments, and is excited to own the customer journey—from kickoff through renewal.
- You should be comfortable in fintech (especially payments and credit) and energized by complexity, ownership, and delivering meaningful outcomes.
Who You Are
- You have 5+ years of experience in Customer Success, Account Management, or related roles, with a strong track record managing enterprise B2B accounts.
- You have a deep understanding of fintech, particularly in payments and/or credit, this is key to understanding our customers' needs.
- You’ve led complex customer implementations or expansions, and can operate like a project manager, aligning internal and external teams toward shared outcomes.
- You’re highly organized and own your accounts like a business; you plan ahead, follow through, and are accountable for results.
- You’re data-literate and analytical; you use metrics to spot trends, communicate performance, and inform decisions.
- You’re proactive, flexible, and comfortable navigating fast-paced, early-stage environments.
- You value collaboration but know how to work independently and juggle multiple initiatives with shifting priorities.
Requirements
- 5+ years of proven work experience in a customer success or a similar role.
- Experience in working with enterprise clients.
- A proven record in growing accounts and initiating upsell and cross-selling opportunities.
- Experience in managing and executing renewals is a must.
- Exceptional ability to communicate and foster positive business relationships.
- Accountability and personal organization are essential.
- Strong project management skills.
- Detail-oriented mindset.
- Excellent analytical skills.
- Proficiency in providing technical support.
Preferred Background
- Experience in customer-facing roles at fintech companies.
- Background in credit, underwriting, or financial services—a strong plus.
- Track record of success in early-stage or high-growth companies.
- Experience managing a book of business and renewals.
- Strong presentation skills with the ability to conduct QBRs with executive stakeholders.
- Background in early-stage companies (culture of flexibility and agility) is an advantage.
Salary
- OTE Range: $120,000- $180,000.
Location
- This role requires the ability to work onsite in New York City at least 3 days a week.
Category
Customer Service
