Customer Success Manager, Financial Services

Xendit is the financial technology platform built for businesses that move fast. We give companies one unified platform for payment acceptance, payouts, treasury and financial services, replacing fragmented local integrations with a single infrastructure layer. We serve businesses of every size, from high-growth startups to global enterprises, processing high-volume transactions across Southeast Asia and beyond, with more markets on our global expansion roadmap. About the Job At Xendit, we are looking for a Customer Success Manager (CSM) to support our Greater China clients and help drive their success on our platform. In this role, you will own the post-go-live customer lifecycle for a portfolio of Chinese-speaking accounts, working closely with clients to drive adoption, resolve day-to-day issues, and surface opportunities for growth. You will build a solid understanding of your clients' payment flows and business needs, and use that understanding to make practical recommendations that improve their experience. You will work with both technical and business stakeholders, supporting solutioning discussions and coordinating with Product, Engineering, and Commercial teams to resolve client needs. This role is ideal for someone earlier in their Customer Success career who has a working knowledge of payments and alternative payment methods in Southeast Asia, and is comfortable managing client relationships in a fast-paced, high-growth environment. Minimum Qualifications 3–5 years of experience in Customer Success, Account Management, or related client-facing roles within B2B SaaS, fintech, or payments environments Familiarity with payments and alternative payment methods (APMs) across Southeast Asia Experience managing client accounts, including supporting adoption, retention, and day-to-day relationship management Ability to engage confidently with client stakeholders (managers and product/technical leads) Working understanding of technical products (e.g. APIs, integr

Yext (NYSE: YEXT) is the enterprise agentic marketing platform. Built on the world's most comprehensive structured data platform for local businesses, Yext gives brands and their partners the visibility intelligence to win every moment of discovery – across AI and traditional search. Yext's API-first architecture connects structured data to APIs, MCP servers, and generative interfaces, so partners and developers can build purpose-built experiences on the same infrastructure powering Yext's own products. Thousands of brands and digital marketing partners in financial services, healthcare, retail, hospitality, and food rely on Yext to manage, measure, and optimize visibility at scale. For more information, visit yext.com . We are looking for a Customer Success Manager (CSM) who operates as a consultant and strategic advisor in an environment where AI is fundamentally reshaping digital marketing and how brands are discovered. This role goes beyond managing accounts. It requires the analytical depth to drive measurable outcomes and the ability to guide customers through an increasingly fragmented, AI-driven search landscape. You will be expected to use AI as a core part of how you work, leveraging it to analyze data, generate insights, and help customers understand and adapt to how AI is changing visibility, discovery, and engagement. At Yext, our CSMs combine a strong commercial mindset with curiosity, judgment, and the ability to ask the right questions to solve complex problems. We are looking for rapid learners who can translate data and emerging trends into clear strategy, and help our customers navigate and win in a continuously evolving digital ecosystem. What You’ll Do Manage a portfolio of customers with a focus on retention, expansion, and adoption Align Yext capabilities to customer business goals and measurable outcomes Lead consultative conversations with customer stakeholders, including executives Guide customers through changes in digital mark

Location: East, US Remote (ME, NH, VT, MA, RI, NJ, DE, DC, VA, NC, SC, GA, FL) Compensation: $145,000 - $175,000 (Total Cash Compensation) The salary range above reflects our compensation bands adjusted for regional cost-of-living differences. Actual compensation will be determined based on the candidate's experience level, skills, and the specific location within our service region. Eltropy is seeking a strategic and results-oriented Tier-1 Customer Success Manager (CSM) to manage a portfolio of roughly 20 high-impact financial institution customers, including top-tier credit unions and community banks. In this role, you will partner with key stakeholders to deliver transformative outcomes through our industry-leading AI-powered communications platform while driving retention, growth, and overall satisfaction. Role & Responsibilities Tier-1 Relationship Management Serve as the trusted strategic advisor and single point of contact for roughly 20 Tier-1 accounts, fostering deep executive relationships and long-term partnerships. Conduct regular check-ins and executive/strategic business reviews to ensure customers are achieving their desired outcomes and realizing clear ROI from Eltropy. Cultivate referenceable customers who serve as positive advocates of Eltropy to prospects and within the broader financial services community. Advocate and drive customers’ product, technology, and service needs internally within Eltropy. Customer Success Strategy Develop and execute tailored, multi-year success plans to support customers in achieving their business goals and transformation initiatives. Proactively identify and mitigate risks of churn through data analysis, health scoring, usage tracking, and early intervention strategies. Partner closely with customers on best practices, change management, and roadmap alignment to maximize adoption and value. Revenue Growth Identify opportunities for expansion and upsell within the portfolio by aligning customer needs and strate

Location: Central, US Remote (ND, SD, NE, MN, IA, WI, IL, MI, IN, OH, PA, NY) Compensation: $145,000 - $175,000 (Total Cash Compensation) The salary range above reflects our compensation bands adjusted for regional cost-of-living differences. Actual compensation will be determined based on the candidate's experience level, skills, and the specific location within our service region. Eltropy is seeking a strategic and results-oriented Tier-1 Customer Success Manager (CSM) to manage a portfolio of roughly 20 high-impact financial institution customers, including top-tier credit unions and community banks. In this role, you will partner with key stakeholders to deliver transformative outcomes through our industry-leading AI-powered communications platform while driving retention, growth, and overall satisfaction. Role & Responsibilities Tier-1 Relationship Management Serve as the trusted strategic advisor and single point of contact for roughly 20 Tier-1 accounts, fostering deep executive relationships and long-term partnerships. Conduct regular check-ins and executive/strategic business reviews to ensure customers are achieving their desired outcomes and realizing clear ROI from Eltropy. Cultivate referenceable customers who serve as positive advocates of Eltropy to prospects and within the broader financial services community. Advocate and drive customers’ product, technology, and service needs internally within Eltropy. Customer Success Strategy Develop and execute tailored, multi-year success plans to support customers in achieving their business goals and transformation initiatives. Proactively identify and mitigate risks of churn through data analysis, health scoring, usage tracking, and early intervention strategies. Partner closely with customers on best practices, change management, and roadmap alignment to maximize adoption and value. Revenue Growth Identify opportunities for expansion and upsell within the portfolio by aligning customer needs and strateg

Location: Northwest US, Remote (WA, OR) Compensation: $145,000 - $175,000 (Total Cash Compensation) The salary range above reflects our compensation bands adjusted for regional cost-of-living differences. Actual compensation will be determined based on the candidate's experience level, skills, and the specific location within our service region. Eltropy is seeking a strategic and results-oriented Tier-1 Customer Success Manager (CSM) to manage a portfolio of roughly 20 high-impact financial institution customers, including top-tier credit unions and community banks. In this role, you will partner with key stakeholders to deliver transformative outcomes through our industry-leading AI-powered communications platform while driving retention, growth, and overall satisfaction. Role & Responsibilities Tier-1 Relationship Management Serve as the trusted strategic advisor and single point of contact for roughly 20 Tier-1 accounts, fostering deep executive relationships and long-term partnerships. Conduct regular check-ins and executive/strategic business reviews to ensure customers are achieving their desired outcomes and realizing clear ROI from Eltropy. Cultivate referenceable customers who serve as positive advocates of Eltropy to prospects and within the broader financial services community. Advocate and drive customers’ product, technology, and service needs internally within Eltropy. Customer Success Strategy Develop and execute tailored, multi-year success plans to support customers in achieving their business goals and transformation initiatives. Proactively identify and mitigate risks of churn through data analysis, health scoring, usage tracking, and early intervention strategies. Partner closely with customers on best practices, change management, and roadmap alignment to maximize adoption and value. Revenue Growth Identify opportunities for expansion and upsell within the portfolio by aligning customer needs and strategic priorities with additional products

Bloomreach is building the world’s premier agentic platform for personalization .We’re revolutionizing how businesses connect with their customers, building and deploying AI agents to personalize the entire customer journey. We're taking autonomous search mainstream, making product discovery more intuitive and conversational for customers, and more profitable for businesses. We’re making conversational shopping a reality, connecting every shopper with tailored guidance and product expertise — available on demand, at every touchpoint in their journey. We're designing the future of autonomous marketing , taking the work out of workflows, and reclaiming the creative, strategic, and customer-first work marketers were always meant to do. And we're building all of that on the intelligence of a single AI engine — Loomi — so that personalization isn't only autonomous…it's also consistent.From retail to financial services, hospitality to gaming, businesses use Bloomreach to drive higher growth and lasting loyalty. We power personalization for more than 1,400 global brands, including American Eagle, Sonepar, and Pandora. About the role We're expanding our Customer Success team and looking for a technically confident Customer Success Manager to partner with our Growth customers across the UK. You'll help brands grow with Bloomreach, get the most from Loomi and the wider product suite, to help turn their goals into measurable results. What our customers achieve depends on how well their data, tracking and integrations are set up to deliver value across our product suite. You won't write integration code or build data pipelines (our consultancy services and partners do that), but you will need to understand how the platform works under the hood, read the data behind a customer's results, have an up to date understanding of the AI landscape - especially in Martech all to work out where our customers need to go next to get maxi