Customer Success Manager

Sharetec Systems

Customer Success Manager serving as a strategic partner for credit unions. Driving customer satisfaction and product adoption while developing innovative core banking solutions.

Posted 6/30/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Customer Success and Account Management, with a strong focus on building executive-level relationships and driving customer engagement. Proficient in interpreting business metrics to provide strategic recommendations and enhance customer satisfaction.

Highest-signal resume keywords

Customer Success ManagementAccount ManagementRelationship ManagementExecutive-Level CommunicationCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business Metrics InterpretationStrategic RecommendationsCustomer Portfolio ManagementQuarterly Business ReviewsSuccess Plan Development

Soft Skills

Strong Presentation SkillsEffective CommunicationProactive OutreachRelationship-BuildingPrioritization

Tools & Technologies

Sharetec ProductsSaaS SolutionsFinancial Technology

Industry Keywords

Credit UnionBankingCustomer EngagementCustomer Health IndicatorsOperational Leaders

About the role

Key responsibilities & impact

Serve as the primary strategic contact for assigned credit union customers
Develop trusted relationships with executive leadership, operational leaders, and key stakeholders
Conduct Quarterly Business Reviews (QBRs)
Create and maintain Success Plans for at-risk and strategic accounts
Drive customer engagement through proactive outreach and relationship-building activities
Act as the voice of the customer internally
Identify customer risks early and coordinate cross-functional efforts to resolve concerns
Monitor customer health indicators and take action before issues impact satisfaction
Help customers maximize utilization of Sharetec products and services
Partner closely with Support, Product, Professional Services, Sales, and Leadership teams

Requirements

What you’ll need

3+ years of Customer Success, Account Management, Relationship Management, Banking, Credit Union, SaaS, or Financial Technology experience
Experience managing executive-level customer relationships
Strong presentation and communication skills
Ability to interpret business metrics and provide strategic recommendations
Proven ability to manage multiple priorities and customer portfolios
Experience working cross-functionally in a fast-paced environment

Benefits

Comp & perks

Competitive salaries
Medical, dental, vision, life, and disability coverage
Generous Paid Time Off (PTO)
Paid holidays (including your birthday off!)
$1,000 employee referral program
401(k) with company matching