Customer Success Manager

Customer Success Manager Fintech Platform (Remote)

Maximize customer impact, drive adoption, and turn great software into transformational results. Spinwheel is redefining how consumers manage and pay off debt through AI-powered tools and real-time financial data. Our clients are at the heart of that missionand we're hiring a Customer Success Manager (CSM) to ensure they maximize the value of our platform, stay engaged, and grow with us. You'll be the primary advocate for your clients, responsible for building deep relationships, delivering regular updates, proactively identifying optimization opportunities, and protecting revenue by addressing risks before they become churn.

What You'll Own

• Act as the primary point of contact for a portfolio of Spinwheel customers
• Deliver regular status updates to customers on current performance, open issues, resolutions, and future roadmap highlights
• Deliver key customer health reports and forecasts to Spinwheel leadershipincluding renewal risk, expansion opportunities, and growth projections
• Proactively identify at-risk customers early and lead save strategies to retain and grow accounts
• Educate customers on new features, capabilities, and best practices to maximize the value of the Spinwheel platform
• Partner closely with Product, Engineering, and Support teams to escalate and resolve customer issues quickly
• Advocate for customer needs internally, ensuring customer feedback is factored into roadmap planning
• Contribute to customer education resources, onboarding guides, webinars, and product adoption programs

You Might Be a Fit If You

Success in This Role Looks Like...

Logistics

If you're excited to drive customer success at a company where product innovation and customer outcomes are everythinglet's talk.