An outsourced B2B sales and customer success firmHiring

Customer Success Manager, Financial Technology

  • Remote, United States
  • Lead
  • Posted 5 days ago
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In one line

Remote customer success role looking after a book of mid-market accounts that use a payments platform covering processing, lending and cash flow tools.

About the role

Fully remote within the US. The focus is on keeping accounts healthy, getting customers to adopt the payment products, and spotting renewal and expansion chances along the way.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Lead
Skills
Payment processing, Money movement, Upsell, Cross-sell, Account management
Posted
24 Oct 2026
Last checked
28 Oct 2026

What you will do

  • Own a dedicated book of mid-market accounts and stay accountable for their long-term satisfaction
  • Run timed, personalised playbooks that fire off what customers actually do
  • Chase low payment adoption with targeted outreach and work out why usage is lagging
  • Book business reviews to reset goals and agree next steps that lift adoption

What they look for

  • Background in payment processing, money movement or similar financial products
  • Track record in a customer success or account management role
  • Comfort talking to decision-makers across several teams at once
  • Able to read customer data and activity to spot upsell and cross-sell openings

Nice to have

  • Experience with consultative success planning and commercial targets

How Keywordise applies for you

  1. 1Upload your CVAdd your CV once. It takes about a minute.
  2. 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
  3. 3The form fills itselfName, email, experience and screening questions, field by field.
  4. 4Application sentYou get a receipt and follow it in your dashboard.

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ClaudeConnectorChatGPTConnectorMuseby Meta

Claude

  1. In Claude, open Settings, then Connectors, and choose Add custom connector.
  2. Name it Keywordise and paste the connector URL.
  3. Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

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ChatGPT

  1. In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
  2. Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
  3. Log in to Keywordise and approve. Then send the prompt in a new chat.
Connector URL
https://keywordise.com/mcp

Disconnect any time in your Keywordise settings.

Muse

  1. Open Muse (muse.ai or the app) and send it the message below.
  2. If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
  3. Send the prompt. Muse asks before it sends anything.
Message for Muse
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.

Muse is available in the US only for now.

Prompt
Apply to Keywordise job qjskiqq6ba
How to connect

Questions about this job

Is this job fully remote, and from where?

Yes, it is listed as remote, aimed at candidates in the United States.

What does this job pay?

No pay range is stated in the posting.

What experience is needed?

It is a lead role. The posting asks for: background in payment processing, money movement or similar financial products; track record in a customer success or account management role; comfort talking to decision-makers across several teams at once. Skills it names include Payment processing, Money movement, Upsell, Cross-sell.

How do I apply with Keywordise AI?

Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.

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