Customer Success Manager
- Remote, United States
- Lead
- Posted 4 weeks ago
or apply from Claude / ChatGPT / Muse
Customer Success Manager is a lead remote role in the United States at a fintech SaaS company.
About the role
Merchants use the platform to cut payment processing fees, and this role keeps those programs on track. Work splits between proactive portfolio coverage, reactive requests and keeping records current.
At a glance
- Pay
- Not stated in the posting
- Remote scope
- Remote, United States
- Seniority
- Lead
- Skills
- Salesforce, Jira
- Posted
- 6 Oct 2026
- Last checked
- 3 Nov 2026
What you will do
- Run the full quarterly review cycle for your book, from scheduling to follow-ups
- Hold lighter check-ins so account problems surface before they escalate
- Lead renewal and retention talks, using savings data and a clear plan
- Triage the daily inbox and route requests to the right team
- Scope expansion projects with Solutions Architecture and hand them to Professional Services
What they look for
- Experience managing enterprise accounts end to end
- Comfort with QBRs, renewals and at-risk conversations
- Skill with Salesforce and Jira for notes and tracking
- Ability to work across support, product, engineering, sales and finance
- Clear, urgent communication with merchants
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
- 1Upload your CVAdd your CV once. It takes about a minute.
- 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
- 3The form fills itselfName, email, experience and screening questions, field by field.
- 4Application sentYou get a receipt and follow it in your dashboard.
Apply with Keywordise AI7-day free trial, no card.
Apply from your AI assistant
Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
ChatGPT
- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
- Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
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.
Apply to Keywordise job v2f4z7rtuaQuestions about this job
Is this job fully remote, and from where?
Yes. The posting lists Customer Success Manager as a remote role for 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: experience managing enterprise accounts end to end; comfort with QBRs, renewals and at-risk conversations; skill with Salesforce and Jira for notes and tracking. Skills it names include Salesforce, Jira.
How do I apply with Keywordise AI?
Click Apply with Keywordise AI, create an account and upload your CV. Your CV and cover letter are written for this job from what you have really done, then Keywordise applies for you. Trial: 7 days, no card.
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