Method Financial

Customer Success Manager

Method Financial

full-time

Posted on:

Location Type: Hybrid

Location: San Francisco • California • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $150,000 - $175,000 per year

About the role

  • You will become a trusted advisor to our customers, deeply understand their business and needs, and help them maximize the value they get from Method
  • You will be the customer’s internal advocate, helping ensure an excellent Method experience, and gathering feedback to shape Method’s product roadmap
  • You will be technically savvy enough to be able to help guide customers and respond to questions while also having a strong business sense to create opportunities to drive the economics of the business forward in a way that both companies succeed
  • You will demonstrate initiative and provide genuine value to the customer, rather than simply responding to issues as they arise

Requirements

  • 6+ years of experience in a client-facing role ideally in technology, investment banking, or consulting
  • Exceptional project management and organizational skills, with a heightened focus on attention to detail, strong sense of urgency, proactivity, and independence
  • Strong business sense and understanding of underlying drivers and strategy of our customer’s businesses
  • Strong written communication as well as ability to grasp technical concepts
  • Natural curiosity to stay up to date with new technologies and emerging Fintech trends
  • A capability to work well with a wide range of people, both internally and externally
  • Experience in FinTech
  • Experience with API first companies
  • Experience working in a start-up environment
  • Knowledge of Linear, Slack, Google Sheets, and Retool
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
project managementorganizational skillsbusiness strategytechnical conceptsFinTechAPIstart-up environment
Soft Skills
customer advocacyinitiativeattention to detailsense of urgencyproactivityindependencewritten communicationcuriosityinterpersonal skills