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Head of Customer Success at Method | New York, NY

MethodNew York, NY
On-site Full-time $225K/yr - $275K/yr

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Experience Level

Manager

Qualifications

QualificationsExperience: Proven track record in customer success or related fields within a fintech environment. Leadership: Demonstrated ability to lead teams and manage cross-functional projects. Analytical Skills: Strong analytical capabilities to track key performance metrics and drive strategic decision-making. Communication Skills: Excellent verbal and written communication skills to effectively engage with stakeholders. Educational Background: Bachelor's degree in Business, Finance, or a related field preferred.

About the job

Welcome to Method

At 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 Impact

As 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 Responsibilities

  • Develop 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.

About Method

Method is at the forefront of modernizing financial account connectivity. Our API enables seamless integration for over 45 million users, making us a trusted partner for leading financial institutions. Our team thrives on innovation and is dedicated to delivering the best possible experiences to our users.

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