Customer Success Manager

3 weeks ago


New York, New York, United States Unit Corporation Full time

About Unit

Unit is a fintech company building a platform to power the next generation of financial services. Our mission is to help companies expand financial access for all.

We offer a simple and powerful banking-as-a-service API that helps companies launch bank accounts, cards, payments, and lending in weeks, not years.

Our team has deep fintech and financial services experience and has achieved unicorn status as the first banking-as-a-service platform.

We have raised over $169 million from top investors and serve 140+ customers, including AngelList, Honeybook, and Roofstock.

The Role

We're looking for a Customer Success Manager to join our growing team and own a wide range of client-facing responsibilities.

This role is highly entrepreneurial and cross-functional, and the successful candidate will make an immediate and continuous impact on the satisfaction and success of our clients.

The role is based in New York City.

Responsibilities

  • Provide strategic consulting to clients on how to best implement their embedded finance product and bring it to market.
  • Build and manage multiple client relationships post-onboarding, including proactively engaging with key contacts and identifying and tracking any issues to resolution.
  • Advocate for client needs to the internal Unit organization and work cross-functionally with Product and Engineering teams to prioritize client requests based on projections and opportunity size.
  • Develop and monitor KPIs and other performance metrics to track client growth and success.
  • Work closely with the support and implementation teams as a point of escalation for complex issues.

Requirements

  • You have experience in a customer success, account management, or management consulting role, ideally in the fintech industry.
  • You have experience advising clients on bringing new products to market and consulting clients on industry best practices.
  • You're a quick learner, organized, and comfortable in fast-moving environments.
  • You're team-focused and energized by wearing many hats.
  • You like building things and owning projects from start to finish.
  • You are enthusiastic about fintech and creating the future of financial infrastructure.

Compensation

The base salary for this role is expected to be $120,000 - $140,000 per year. In addition, employees at Unit can expect generous benefits and may be eligible for equity and/or variable compensation.

LIFE AT UNIT

Working at Unit means joining a global team on a mission to create a more equitable financial ecosystem.

We're a fast-growing team of individuals who are passionate about their work, see the big picture, and always seek to empower our clients and their end-customers.



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