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Customer Success Manager, Tier 1 (South Central)
Eltropy
11d ago
0SalesRemote, USjobspy_indeed
remoteindeed
Job Description
Location: South Central, US Remote
Compensation: $140,000 Base
Eltropy is seeking a strategic and results\-oriented Tier\-1 Customer Success Manager (CSM) to manage a portfolio of roughly 20 high\-impact financial institution customers, including top\-tier credit unions and community banks. In this role, you will partner with key stakeholders to deliver transformative outcomes through our industry\-leading AI\-powered communications platform while driving retention, growth, and overall satisfaction.
**Role \& Responsibilities**
Tier\-1 Relationship Management
* Serve as the trusted strategic advisor and single point of contact for roughly 20 Tier\-1 accounts, fostering deep executive relationships and long\-term partnerships.
* Conduct regular check\-ins and executive/strategic business reviews to ensure customers are achieving their desired outcomes and realizing clear ROI from Eltropy.
* Cultivate referenceable customers who serve as positive advocates of Eltropy to prospects and within the broader financial services community.
* Advocate and drive customers' product, technology, and service needs internally within Eltropy.
Customer Success Strategy
* Develop and execute tailored, multi\-year success plans to support customers in achieving their business goals and transformation initiatives.
* Proactively identify and mitigate risks of churn through data analysis, health scoring, usage tracking, and early intervention strategies.
* Partner closely with customers on best practices, change management, and roadmap alignment to maximize adoption and value.
Revenue Growth
* Identify opportunities for expansion and upsell within the portfolio by aligning customer needs and strategic priorities with additional products and services.
* Collaborate with the Sales team on account planning and to close expansion opportunities, ensuring seamless handoffs and a unified account strategy.
* Support commercial conversations by providing value narratives, use cases, and success metrics that demonstrate impact.
Onboarding and Adoption
* Program\-manage complex, Tier\-1 onboarding projects, ensuring a smooth and successful implementation across multiple teams and locations.
* Drive product adoption by providing training, enablement resources, and best practices tailored to Tier\-1 workflows and operational realities.
* Partner with customer project teams and Eltropy implementation resources to ensure timelines, milestones, and success criteria are clearly defined and met.
Advocacy and Feedback
* Advocate for customers internally by communicating their needs, challenges, and strategic priorities to cross\-functional teams including Product, Engineering, Support, and Marketing.
* Collect, synthesize, and relay customer feedback to influence product development, improve customer experience, and inform Eltropy's roadmap.
* Help identify and nurture customer stories, case studies, and speaking opportunities that showcase successful outcome
