Head of Customer Success at Method | New York, NY

Welcome to MethodAt Method, we are redefining how individuals connect to their consumer financial accounts. Our innovative API merges real-time connectivity with seamless payment execution, allowing users to effortlessly link their financial accounts with the services they love.With over 45 million users and 350 million liability accounts connected without credentials, we have processed more than $2.5 billion in payments, saving our users millions in interest. One in every three credit cards in the U.S. is part of the Method ecosystem, and leading financial institutions such as SoFi, Bilt, Cleo, Sezzle, Figure, and Aven trust our APIs to create exceptional experiences for millions of consumers.Our dynamic team of over 50 professionals is spread across Austin, San Francisco, New York City, and Washington D.C. We are eager to maintain our growth trajectory alongside our esteemed investors and advisors from firms like Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To discover more about us, visit our blog!Your ImpactAs the Head of Customer Success at Method, you will design and implement the post-sales strategy that fuels our growth. Reporting directly to the CEO, your role will involve cultivating exceptional customer relationships and establishing the systems, processes, and teams that transform our high-growth fintech product into a reliable, scalable revenue generator.You will oversee the entire customer lifecycle, from contract signing to onboarding, ongoing operations, renewals, and expansions. This role is not solely about relationship management; it necessitates operational leadership where your success will be gauged by Time-to-Value (TTV), Net Revenue Retention (NRR), and the effectiveness of the customer success organization you build.Your influence will extend well beyond traditional customer success metrics. You will guide product development by converting customer feedback into actionable priorities on our roadmap, inform go-to-market strategies, and connect customer needs with engineering execution.This is a unique opportunity to shape the future of customer success within a rapidly growing company—creating both high-touch relationships and the scalable infrastructure that will support our next phase of development!Your ResponsibilitiesDevelop the Customer Success Operating System – Design and manage the daily operations. Create clear reporting structures for team OKRs, health scores, and cross-functional KPIs that ensure transparency across our business.Enhance Customer Relationships – Foster and maintain high-quality relationships with customers to drive engagement and retention.Strategize Revenue Growth – Implement strategies to maximize customer lifetime value and drive business growth.

Tempo is a cutting-edge layer-1 blockchain designed specifically for stablecoins and real-world payment solutions. It draws on the extensive experience of Stripe in global payments and the advanced crypto technology expertise of Paradigm.Our payment-first architecture ensures a scalable, cost-effective, and predictable platform that caters to high-volume payment applications. We aim to facilitate money transfers reliably, affordably, and at scale, prioritizing simplicity for users ranging from fintech firms and traditional banks to merchants and platforms eager to modernize their payment systems.We collaborate with leading global partners in AI, e-commerce, and financial services, including Anthropic, Coupang, Deutsche Bank, DoorDash, Mercury, Nubank, OpenAI, Revolut, Shopify, Standard Chartered, Visa, and several others.Our mission is to establish the infrastructure necessary to integrate significant economic transactions on-chain. Our team primarily works in-person at our San Francisco and New York City offices. We value agility and innovation—join us in this exciting venture!The RoleAs the Customer Success Lead, you will be pivotal in shaping the future of enterprise payments on-chain. You will be responsible for managing the entire customer journey, from the initial partner engagement to their successful scaling on our network. You will serve as the liaison between Tempo's product, engineering, and partnership teams and the enterprises, ecosystem partners, validators, and integrators that build upon our platform.This is a foundational role where you will define exceptional customer success standards for Tempo—developing playbooks, forging relationships, and establishing feedback mechanisms that transform early design partners into long-term pillars of our ecosystem.What You'll DoPre-Sales & Solution DesignCollaborate closely with the Partnerships team to facilitate enterprise and ecosystem deal cycles, offering technical and operational insights throughout the evaluation and onboarding process.Act as a consultative design partner during pre-sales, thoroughly understanding partner use cases and aligning them with Tempo's architecture and capabilities.Assist in structuring integration scopes, defining success criteria, and establishing launch timelines with prospective customers prior to contract finalization.Post-Sales & Partner SuccessOwn the complete success trajectory for customers post-sale, ensuring they derive maximum value from our platform and foster ongoing relationships.

As a Customer Success Manager at plot, you will play a pivotal role in ensuring our clients achieve their desired outcomes while using our innovative solutions. You will be the voice of the customer, working closely with them to understand their needs, address their concerns, and drive product adoption. Your proactive approach will help foster long-lasting relationships and contribute to our clients' success.

Why join usBrex is an innovative AI-powered spend management platform that empowers businesses to manage expenses confidently. Our integrated solutions, which include corporate cards, banking, and global payment services, are designed to streamline travel and expense management. Trusted by a diverse range of companies from startups to large enterprises, including renowned names like DoorDash, Flexport, and Compass, Brex enables clients to optimize spending, reduce costs, and enhance operational efficiency on a global scale.At Brex, we foster an environment where you can challenge your limits, innovate beyond the norm, and collaborate with some of the brightest minds in the industry. We are dedicated to cultivating a diverse and inclusive workplace, believing that your potential should only be restricted by your ambitions. We support your professional growth by providing you with the necessary tools, resources, and support.Sales at BrexThe Sales team is the driving force behind Brex's growth. We are responsible for acquiring new clients, nurturing existing relationships, and positively impacting the company’s revenue. With limitless opportunities and territories, your aspirations dictate your success. We celebrate achievements together and consistently reward high performance. If you're eager to sell a groundbreaking product and take ownership of your role, this is the team for you.What you’ll doAs an Enterprise Customer Success Manager, you will act as a trusted financial technology advisor to Brex’s most significant clients, collaborating closely with CFOs, Controllers, and finance operations teams to unlock the full potential of Brex’s offerings. You will develop and implement tailored account strategies that align with each client's business objectives, ensuring impactful results across their financial operations.You will oversee the complete lifecycle of customer success, from onboarding to renewal, utilizing product usage insights, stakeholder engagement, and cross-functional teamwork to enhance product adoption, minimize churn, and increase account value.Where you’ll workThis position is based in our New York City office, operating within a hybrid model that merges the vibrant atmosphere of in-office work with the flexibility of remote arrangements. A minimum of two office days per week is required, specifically on Wednesdays and Thursdays, with the added benefit of up to four weeks of fully remote work each year!ResponsibilitiesFormulate and manage strategic account plans aimed at driving retention, expansion, and adoption within your portfolio of enterprise customers.Serve as a trusted advisor to finance stakeholders by offering guidance on best practices in spend management, credit policies, and more.

Your Impact The Senior Customer Success Manager at DISCO plays a pivotal role in ensuring a seamless onboarding experience for clients. This position provides strategic insights to help clients effectively leverage DISCO’s products and services in alignment with their unique objectives, while acting as their primary point of contact. You will collaborate intensively with our sales, services, and product teams to boost product utilization within designated accounts, pinpoint upselling opportunities, and collect user feedback to guide product enhancements. A profound understanding of all DISCO offerings and the EDRM framework, coupled with an innate problem-solving ability, is essential for addressing client challenges. Your expertise will significantly contribute to improving customer retention, nurturing loyalty, and fostering DISCO’s overall growth. What You'll Do Account Management: Serve as the primary liaison for assigned strategic accounts, cultivating executive-level relationships and ensuring internal team alignment to meet client needs. Client Success: Drive successful adoption of solutions, ensuring ROI and client satisfaction while identifying potential areas for expansion. Customer Advocacy: Represent client interests within DISCO, providing valuable feedback to drive product and service innovations. Sales Acumen: Clearly communicate the value of DISCO’s offerings, uncover upsell and cross-sell opportunities, and foster long-term client relationships to enhance revenue growth. Meeting & Event Management: Plan and execute educational and networking events that motivate and engage clients. Who You Are 4+ years of experience in post-sales, customer success, account management, or related roles. Strategic thinker with a proven track record in developing account plans and managing SaaS client relationships. Exceptional interpersonal and communication skills. Proficient in identifying and capitalizing on upselling and cross-selling opportunities. Demonstrated leadership skills with the ability to own, drive, and deliver on client initiatives. Experience in planning and executing both internal and external meetings. Customer-centric with a proactive approach to account management and problem-solving.

About UsAt Pave, we are revolutionizing the compensation landscape with the industry's premier platform, merging the largest real-time compensation dataset with cutting-edge AI and machine learning expertise. Our solution empowers over 8,500 companies to make informed compensation decisions with confidence.Renowned organizations such as OpenAI, McDonald’s, Instacart, Atlassian, Synopsys, Stripe, Databricks, and Waymo leverage Pave to convert every pay decision into a strategic advantage. Managing over $190 billion in compensation expenditures, 70% of the Forbes AI 50 utilize Pave for compensation benchmarking.The future of compensation is real-time and predictive, and we are leading the charge. With $160M raised from top-tier investors like Andreessen Horowitz, Index Ventures, Y Combinator, Bessemer Venture Partners, and Craft Ventures, we are on the path to transforming the industry.Join the CSE Team @ Pave:As a Customer Success Engineer, you will become an expert in Pave’s product and compensation solutions, managing approximately 30-40 customer accounts. Your role will ensure that clients swiftly implement and derive value from our offerings, fostering long-term partnerships with Pave.Collaboration with the Account Management, Sales, Product, and Engineering teams will be pivotal to ensuring our customers' success.Your Responsibilities:Lead successful implementation projects of Pave's compensation software, working closely with HR and Finance leaders to enhance their compensation strategies, ensuring robust adoption and impactful business results.Oversee entire project management for customer implementations, developing detailed project plans, proactively identifying risks, and maintaining clear communication among stakeholders to ensure timely delivery of solutions.Act as a trusted compensation advisor, guiding clients to utilize Pave’s platform to overcome complex compensation challenges and develop scalable processes.Collaborate with Product, Engineering, and Customer Success teams to identify customer needs, highlight opportunities for platform enhancements, and contribute to Pave's product development in a dynamic startup environment.Establish strong relationships with clients, ensuring their long-term satisfaction and success with Pave.

About UsAt Sweep, we are redefining the way enterprise systems operate. We provide an intuitive layer that empowers teams and metadata agents to plan, modify, and govern systems with unparalleled agility and confidence.Your RoleAs a Customer Success Manager, you will play a pivotal role in nurturing relationships with Sweep’s most significant and intricate enterprise clients. You will serve as both a strategic advisor and a technical expert, ensuring a smooth integration of our solutions into each client's Salesforce ecosystem, while driving their long-term business success.Key ResponsibilitiesCultivate trusted partnerships with executive sponsors and RevOps leaders within key accounts.Lead the onboarding process, technical configuration, and development of strategic enablement plans for enterprises.Gain a deep understanding of each client's Salesforce infrastructure, data flow, and go-to-market strategy.Act as the technical liaison between client teams and Sweep’s Product, Engineering, and Support divisions.Proactively monitor account health, usage trends, and adoption metrics to enhance retention and drive expansion.Conduct quarterly business reviews, identify growth opportunities, and advocate for customer needs internally.Manage and facilitate annual customer contract renewals to sustain long-term relationships.Create scalable best practices and playbooks for enterprise success and growth.

At AppsFlyer, we empower brands to make informed decisions that enhance both their business and customer experiences. Our suite of advanced measurement tools, data analytics, deep linking, engagement solutions, fraud protection, data clean room, and privacy-preserving technologies enables brands to prioritize customer privacy while delivering exceptional service. With a mission to foster meaningful relationships, we collaborate with thousands of creators and over 10,000 technology partners. We are seeking a highly skilled Senior Customer Success Manager to join our dynamic team in New York City. This key role will focus on managing a portfolio of Enterprise customers across North America, driving measurable customer value through product adoption, proactive problem-solving, and collaborative efforts with our sales team. As a Senior Customer Success Manager, you will serve as a strategic advisor and growth partner, contributing to the success of the entire Customer Success team. Our culture is defined by a customer-centric approach and a results-driven mindset. We prioritize impactful coaching, operate with precision, and influence across Sales, Product, and Marketing.

About Method SecurityMethod Security is at the forefront of revolutionizing cybersecurity, especially in an age where AI-driven threats are escalating. Our mission is to protect essential institutions—ranging from government entities to defense organizations and critical commercial sectors—against these advanced threats by crafting state-of-the-art, autonomous defense solutions. We unite our expertise in AI, cybersecurity, and software development to create innovative products that shift the balance of power in security from offense to defense.Our Team and ValuesJoining Method means becoming part of a distinguished, purpose-driven team that champions innovation, transparency, and excellence. We operate with intent, valuing diverse viewpoints and experiences while holding ourselves to high standards of quality. Our team thrives on trust, efficiency, and mutual respect. We are dedicated to fostering an environment where each member can make significant contributions. At Method, you will have the freedom to propel projects forward, the support to overcome challenges, and the chance to shape the future of cybersecurity.Role OverviewAs a Backend Engineer at Method Security, you will be integral in building and scaling the foundational systems that drive our autonomous cybersecurity products. This position entails designing and optimizing distributed systems to adhere to stringent performance and latency benchmarks, along with implementing secure APIs and robust database structures. Collaborating with a high-performing team, you will tackle intricate technical challenges to guarantee our backend infrastructure remains secure, efficient, and dependable.

Compensation: $70k – $110kAbout Onyx OddsOnyx Odds is an innovative social sports prediction platform that is transforming the sports landscape. With significant growth in user engagement and a wave of positive feedback, we are only just beginning our journey. Supported by substantial venture capital funding, Onyx was founded by a Harvard alumnus with prior experience at Jane Street. Our headquarters are situated in the vibrant heart of downtown Manhattan.The RoleWe are seeking a dedicated Customer Success Associate to become an integral part of our expanding team. In this pivotal role, you will represent the voice of Onyx Odds, assisting our users in maximizing their platform experience, addressing inquiries, resolving challenges, and creating memorable interactions. You will collaborate closely with our product and operations teams to advocate for our users and contribute to our mission of excellence.What You'll DoAct as the primary contact for users, delivering friendly and prompt support through email, chat, and social media.Lead and guide our expanding customer support team.Facilitate the onboarding process for new users, helping them navigate the platform's features effectively.Diagnose issues and escalate technical problems as needed.Collect user feedback and collaborate with the product team to drive continuous improvements.Foster community relationships and enhance user engagement.Contribute to the creation of help documentation, FAQs, and other support resources.Proactively identify opportunities to enhance the customer experience and implement effective solutions.Quickly relay customer pain points or issues to the team for resolution.Who You AreA sports enthusiast. You closely follow games, understand the narratives, and genuinely appreciate the excitement of sports culture.Enthusiastic and passionate. You infuse your work with positive energy and are driven to provide exceptional experiences.Hard-working and reliable. You take initiative, follow through on commitments, and are willing to tackle challenges head-on.An excellent communicator. You express ideas clearly in writing, listen effectively, and can simplify complex concepts for others.Team-oriented. You thrive in collaborative environments and value working together to achieve common goals.

At Coast, we are revolutionizing the U.S. B2B card payments landscape, targeting the vast network of 500,000 commercial fleets, 40 million commercial vehicles, and countless drivers across the nation. As traditional technologies fall short of modern demands, we are committed to providing innovative digital experiences and transparent financial services. Our mission is to empower our clients with the Coast Fleet and Fuel Card, a state-of-the-art spend management platform designed for transformative growth. About the Role We are seeking a dynamic and empathetic Manager of Customer Success to spearhead our frontline Customer Success Managers (CSMs) while also managing a dedicated portfolio of accounts. This player-coach approach is essential to fostering trust, empathy, and excellence throughout the customer journey. You will be responsible for mentoring, hiring, and developing a team that ensures outstanding onboarding, activation, and retention for all customer segments. What Success Looks Like Consistently deliver exceptional customer value throughout the customer lifecycle. Achieve excellent Gross Revenue Retention (GRR) and Net Revenue Retention (NRR) through proactive health monitoring and effective retention and expansion strategies. Accelerate the onboarding process and fleet activation to ensure customers realize value quickly and consistently. Be an engaged player-coach, managing accounts and demonstrating product knowledge and customer service fluency to elevate team performance through structured coaching. Enhance the expansion pipeline by identifying and nurturing Customer Success Qualified Opportunities (CSQOs) into viable expansion avenues. What You’ll Do Lead & Coach: Oversee and mentor a team of high-performing CSMs, prioritizing call coaching, onboarding execution, fleet activation, and account health. Own Accounts: Maintain a personal portfolio to remain close to the customer experience and exemplify best practices in onboarding, retention, and account expansion. Drive Activation: Ensure your team expedites onboarding processes and enhances customer engagement. Create Value: Guide CSMs in demonstrating customer value throughout the lifecycle, developing account-specific strategies linked to clear use cases. Maximize Expansion: Assist CSMs in generating CSQOs and establishing a proactive expansion pipeline. Upskill the Team: Implement a systematic 1:1 coaching and enablement framework to elevate onboarding, account health, and overall team performance. Build Systems Excellence: Promote operational rigor and data proficiency across Salesforce, Sigma, Outreach, and other tools.

About BrelliumAt Brellium, our ambition is monumental: to elevate the standard of care within the U.S. healthcare system. We have pioneered AI-driven technology that empowers healthcare providers to deliver safer, higher-quality services, beginning with the first real-time medical review platform designed to address clinical and compliance risks proactively, before they affect patients.Each year, 1 in 20 individuals in the U.S. falls victim to a medical diagnostic or compliance-related error. Unfortunately, many healthcare providers lack the resources, time, and tools necessary to prevent these issues, leading to diminished care quality and heightened clinical and financial risks.Brellium is at the forefront of developing an AI-enabled platform that assists healthcare providers in delivering safer, more reliable care by identifying and mitigating risks at an early stage and aligning patient visits with clinical best practices. Our mission is to equip every healthcare provider in the U.S. with the tools needed to provide clinically excellent, data-driven care on a large scale.Founded in 2021, Brellium has rapidly expanded to serve over 250,000 providers across all 50 states, enabling them to enhance patient care and ensure compliance through data-driven methodologies. We are a Series A company, having secured over $30 million in funding from prestigious investors including First Round Capital, Left Lane Capital, and Menlo Ventures.We are on the lookout for a Customer Success Associate who will play a crucial role in assisting our ABA (autism care), mental health, hospice, and home health clients in the effective implementation of our AI product. In this position, you will work collaboratively with Brellium’s Customer Success team and interface closely with the Clinical and Operations teams at mid-market and enterprise healthcare clinics.This position may be ideal for you if:You are a people-oriented and process-driven individual with a fervor for innovative technology. You excel in collaborative team settings and are enthusiastic about joining a small, agile team. With a keen interest in the intersection of AI and health technology, you are eager to make a significant contribution to a forward-thinking company. You are a creative problem-solver with outstanding communication skills, comfortable navigating a fast-paced work environment. You enjoy daily interactions with customers, collaborating with internal teams to enhance processes, and positively impacting lives.Key Responsibilities:Serve as the primary point of contact for Brellium’s customers, engaging daily with Clinical and Operations team members at mid-market and enterprise healthcare organizations.Effectively manage, prioritize, and resolve hundreds of support tickets on a daily basis.Collaborate with the Customer Success team to establish a streamlined ticket management system and develop customer-facing learning materials.

About StainlessStainless is an innovative and rapidly expanding tech startup dedicated to shaping the future of APIs. We proudly serve esteemed clients such as OpenAI, Anthropic, and Cloudflare.With over $35 million raised from notable investors including a16z and Sequoia, as well as support from founders and C-level executives from companies like Stripe, Datadog, Segment, and Linear, we are well-positioned for growth.Based in New York City, just west of SoHo, our dynamic team of around 60 is set to double in size within the next 9 to 12 months.About the RoleAs a Technical Success Manager at Stainless, you will play a pivotal role in ensuring the success of our most valued customers, which include industry leaders such as Cloudflare, Google, Anthropic, and OpenAI. Your mission will be to guarantee that these clients achieve outstanding results with our platform while managing intricate technical relationships and advocating for product enhancements based on their insights.This position merges extensive technical knowledge with exceptional interpersonal skills. You will troubleshoot and resolve complex technical challenges, handle escalations with poise, and maintain alignment between customers and internal teams. Most importantly, you will cultivate relationships that inspire enthusiasm for working with Stainless.What You'll DoAct as the primary technical liaison for Stainless's most strategic clients.Foster and sustain robust relationships with technical stakeholders within customer organizations.Investigate, triage, and resolve intricate technical issues, collaborating across engineering, product, and support teams.Effectively manage escalations to ensure customers feel valued and that issues are resolved swiftly.Organize and track numerous customer requests, issues, and initiatives across multiple accounts concurrently.Convert customer needs and feedback into actionable insights for the product and engineering teams.Develop in-depth expertise in the Stainless platform and remain informed on customer use cases.Proactively identify potential risks to customer satisfaction and work to mitigate them before they escalate.Identify opportunities for customers to expand their use of new products and services.Who You AreYou possess a strong technical background (engineering, computer science, or a related field) and can engage confidently with senior engineering teams.

About UsWelcome to Sunset, a rapidly expanding tech startup dedicated to assisting venture-backed companies in a smooth and dignified wind-down process. As your all-in-one solution for dissolutions, we manage all legal, tax, and operational tasks associated with shutting down.In just two years, we have successfully guided hundreds of startups through their closure, generating significant revenue and securing $5.5 million in funding from some of the industry's leading entrepreneurs and investors to enhance our mission of supporting founders as they transition to their next venture.Our dynamic team is located in Brooklyn, NY, and we’re eager for you to become a part of our journey! Learn more about Sunset here.About the RoleAs part of our ongoing expansion, Sunset is looking for an enthusiastic Client Success Manager based in New York City (or open to relocation), who will report directly to the Director of Client Success. In this pivotal role, you will play a dual function: providing proactive support to clients throughout the dissolution process and assisting with essential tasks such as dissolution filings and capital redistribution to investors.As a Client Success Manager, you will oversee a dedicated portfolio of clients through every phase of their company's wind-down journey. This hands-on role merges client support with in-depth operational execution, where your success will be evaluated based on speed, precision, and client trust, rather than revenue or renewals.This position is integral to Sunset’s client success operations, with opportunities for advancement into senior individual contributor or team leadership roles as the company grows.About YouYou excel at organization and are adept at planning and prioritizing tasks to ensure that no issues are overlooked, deadlines are consistently met, and clients receive an exceptional experience.You thrive on interpersonal interactions; engaging with clients over the phone and developing strong relationships is your forte.You possess empathy, establishing genuine connections with customers to reassure them during one of the most challenging times in a founder’s journey.You are comfortable making judgment calls and advancing work despite ambiguity and high-stress situations.

About Method SecurityAt Method Security, we are on a mission to redefine the landscape of cybersecurity in response to the rapid evolution of AI-driven threats. Our commitment lies in protecting essential institutions—ranging from government and defense to critical commercial sectors—against these advanced threats through the development of state-of-the-art, autonomous defense solutions. By integrating our expertise in AI, cybersecurity, and software engineering, we aim to shift the balance of power in security from the attackers to the defenders.Our Team and ValuesWhen you join Method, you become part of a distinguished, mission-oriented team that champions innovation, transparency, and excellence. We operate with intention, embracing a myriad of perspectives and experiences while upholding rigorous quality standards. Our culture is founded on trust, efficiency, and respect, fostering an environment where everyone can make significant contributions. We believe in the power of small, agile teams that can tackle complex challenges and yield remarkable results. At Method, you will have the freedom to lead projects, receive the support to overcome obstacles, and play a pivotal role in shaping the future of cybersecurity.Role OverviewAs a Security Engineer at Method Security, you will play a vital role in enhancing our product's capabilities by crafting tools and workflows that bolster the AI-driven defenses of our platform. This position demands a unique combination of security engineering expertise and software development skills to transform intricate security workflows into solutions that our product can autonomously utilize. You will collaborate closely with developers and product teams to ensure that the tools and security primitives within our offering empower users to address a variety of dynamic cybersecurity challenges.Key ResponsibilitiesDevelop and fortify both defensive and offensive security tools and workflows that augment the efficacy of our AI-driven platform.Create automated solutions within our product to optimize security workflows and facilitate intelligent responses to identified vulnerabilities and misconfigurations, utilizing Python and Go.Construct and maintain infrastructure utilizing Terraform and virtualization software for continuous testing and simulation.Engage with cross-functional teams to integrate security capabilities that align with user requirements and uphold high operational standards.Explore and implement diverse security tools and develop integration points within our product to support comprehensive security strategies.

At Anaplan, we are a dynamic team of innovators dedicated to enhancing business decision-making through our advanced AI-powered scenario planning and analysis platform. Our mission is to empower customers to stay ahead of their competition and the market.What brings Anaplanners together across various teams and locations is our shared commitment to our customers’ success and our Winning Culture.Our clientele includes esteemed names from the Fortune 50, such as Coca-Cola, LinkedIn, Adobe, LVMH, and Bayer, among over 2,400 global companies that trust our unparalleled platform.Our Winning Culture fuels our teams of innovators. We celebrate diversity in thought and ideas, act as leaders regardless of titles, strive to meet ambitious goals, and take joy in celebrating our achievements—both big and small.Guided by our principles of being strategy-led, values-driven, and disciplined in execution, you will find inspiration, connection, development, and rewards here. We welcome everything that makes you unique; join us and let’s build the future together!Your ImpactStrategic objectives:Manage a portfolio of Enterprise Customers with an ARR of approximately $5.0M, focusing on enhancing customer value and ROI with Anaplan, securing contract renewals, and identifying growth opportunities.Serve as the primary point of contact and trusted advisor for customers throughout their lifecycle.Collaborate with the account team and leverage internal resources to implement the account strategy effectively.Identify opportunities within existing customers to deliver added value and expand the Anaplan footprint.Connect customers with various Anaplan resources, including Product, Support, and Community as necessary.

About Moonshot AI Moonshot AI is building a digital future where websites adjust on their own to drive sales and improve conversion. The team blends generative AI, large-scale data systems, and ongoing experimentation to create a self-improving online platform. Based in New York City, Moonshot AI is an early-stage, well-funded startup with ambitious goals. Joining now means helping to shape both the technical and cultural backbone of the company. Employees work with real autonomy, supported by top-tier investors. Role Overview: Customer Success Manager The Customer Success Manager will work closely with leading eCommerce brands. The focus: build strong relationships, help clients turn AI-driven insights into practical strategies, and support their growth through Moonshot AI’s platform. What You Will Do Guide new customers through onboarding and help them see value quickly. Serve as a trusted advisor, surfacing opportunities, sharing insights, and keeping clients updated on strategies and upcoming initiatives. Work with the technical team to design, launch, and track conversion experiments. Prepare and deliver reports that clearly show ROI and business impact. Troubleshoot client issues and coordinate with product and engineering teams to resolve them efficiently. Gather client feedback and turn it into actionable ideas to influence the product roadmap. Build and refine scalable customer success processes as the company grows, including playbooks and reporting tools. What We’re Looking For At least 3 years in Customer Success, Account Management, or CRO roles within SaaS or eCommerce (not large enterprise CS organizations). Ability to quickly spot revenue leaks in a sales funnel. Comfortable with data: able to pull your own metrics and build reports independently. Experience holding strategic conversations with VPs and other senior leaders. This role is based in New York City.

Join Rogo's MissionAt Rogo, we are revolutionizing the landscape of financial analysis with the power of artificial intelligence. Our goal is to equip finance professionals from leading investment banks, private equity funds, and investment firms with AI that provides exceptional speed, precision, and insights. We are not merely enhancing financial workflows; we are completely redefining them.This role presents a unique chance to join a transformative company at a pivotal moment. With a rapidly expanding clientele, proven product-market fit, and support from top-tier investors, we are quickly scaling and creating a new category of enterprise AI.Our team is composed of driven, intelligent individuals who are deeply passionate about our mission. We work with intensity, take ownership of complex challenges, and maintain a sharp focus on our users. If you excel in a dynamic environment, strive for excellence, and wish to contribute to the future of finance, we encourage you to apply.Your ResponsibilitiesAs a Customer Success Manager at Rogo, you will be a highly driven professional with a demonstrated history of delivering client success. You will manage a portfolio of accounts from start to finish, ensuring initial adoption, value realization, retention, and growth. You will act as the main point of contact for both everyday users and executive stakeholders, guaranteeing that our customers achieve measurable ROI from Rogo, ultimately driving revenue growth.Your Key ResponsibilitiesClient Relationship Management: Be the primary liaison for clients using a consultative and prescriptive approach.QBRs & Executive Alignment: Organize and conduct Quarterly Business Reviews (QBRs) to synchronize client objectives, roadmap, and future actions.Renewal Management: Oversee the renewal process from beginning to end, including timeline forecasting, stakeholder coordination, and churn risk mitigation.Customer Health & Retention: Track adoption and health indicators, manage escalations, and proactively engage to prevent churn.Account Strategy: Create success and account plans for each client, including stakeholder mapping, KPIs, adoption milestones, and mutual action plans.Grow Bottom-Line Revenue: Leverage customer performance metrics to identify and act on upsell opportunities.Advocacy and Engagement: Empower users and stakeholders to become advocates for Rogo within their organizations.

About CasapCasap is an innovative Series A startup headquartered in San Francisco, having successfully secured over $30 million in funding from top investors such as Emergence, Lightspeed, and Primary Ventures. Founded by seasoned product leaders from renowned companies like Robinhood and Chime, we are dedicated to transforming the banking landscape through our automated solutions for disputes and fraud prevention. Our platform has garnered appreciation from a diverse range of users, including both everyday consumers and major financial institutions.We are seeking a Customer Success Manager to become an integral part of our expanding team. In this pivotal role, you will act as a trusted advisor to our customers, managing relationships with banks, credit unions, and fintechs. Your mission will be to ensure a smooth post-onboarding experience, enhance product adoption, and help clients fully realize the value of Casap's offerings. This position requires close collaboration with our Implementation, Product, Engineering, and Sales teams to advocate for customer needs and influence the future development of our platform.

Customer Onboarding ManagerLocation: New York City (Hybrid / 4 days onsite) Reporting to: Vio, Chief Customer Officer Goal: $100M ARR by EOY 2026Our MissionAt Fyxer, we are committed to redefining how the world communicates through email. Your role is to ensure that each new customer feels confident in their choice swiftly. This is not merely about onboarding; it's about accelerating their journey to value, contributing to a $2.2M Net Expansion ARR target. You'll develop an AI-human hybrid onboarding system that allows us to grow without excessive headcount.The Role OverviewAs the Customer Onboarding Manager, you will be pivotal in shaping the initial customer experience: onboarding, activation, and time-to-value. Collaborating closely with Sales and Customer Success leaders, your objective will be to transform new accounts into immediate, quantifiable successes. You will proactively identify potential obstacles, bridge any gaps, and ensure that every customer, whether it's their first or hundredth seat, is fully operational before they encounter any doubts.Your ResponsibilitiesAchieve 100% activation (connection, activity, and time-saved metrics) for every account within the first four weeks.Create and implement a scalable, AI-enhanced onboarding program from scratch, designed to expand our capabilities without increasing our workforce.Manage the transition from Sales to Customer Success, ensuring a frictionless customer experience from the outset.Oversee a dynamic portfolio of onboarding initiatives for accounts ranging from 10 to 100 seats, maintaining clarity, consistency, and care.Your Profile3–5 years of experience in customer onboarding, implementation, or success within a high-growth SaaS environment.Proficient in integrating AI into your workflow as a true multiplier, allowing you to focus on impactful work.Detail-oriented, anticipating issues before they arise and resolving them proactively.Act decisively and swiftly, understanding that each day without activation increases the risk of churn.Technology StackHubSpot · Gong · Incident.io — plus any AI tools you prefer to utilize.Why Join Fyxer?We value a focused and exceptional team, believing that a small group of talented individuals can achieve extraordinary results. Join us in our mission to change the landscape of email communication.