Balance
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As a
Customer Success Manager
at
Balance , you will be the strategic lead for our most valued and complex enterprise accounts. Your mission is to ensure clients aren’t just satisfied—they’re thriving. You’ll take full ownership of the relationship, leading onboarding, driving adoption, and executing retention and expansion initiatives.
This role blends the relationship-building strength of account management with the structure and rigor of project management. It’s ideal for someone who is customer-obsessed, thrives in high-accountability, cross-functional environments, and is excited to own the customer journey—from kickoff through renewal. You should be comfortable in fintech (especially payments and credit) and energized by complexity, ownership, and delivering meaningful outcomes.
OTE Range:
120,000- 150,000
Responsibilities:
Who You Are:
You have 3–5 years of experience in Customer Success, Account Management, or related roles, with a strong track record managing enterprise B2B accounts You have deep understanding of fintech, particularly in payments and/or credit, this is key to understanding our customers' needs You’ve led complex customer implementations or expansions, and can operate like a project manager, aligning internal and external teams toward shared outcomes You’re highly organized and own your accounts like a business, you plan ahead, follow through, and are accountable for results You’re data-literate and analytical, you use metrics to spot trends, communicate performance, and inform decisions You’re proactive, flexible, and comfortable navigating fast-paced, early-stage environments You value collaboration but know how to work independently and juggle multiple initiatives with shifting priorities
Preferred Background:
Experience in customer-facing roles at fintech companies Background in credit, underwriting, or financial services—a strong plus! Track record of success in early-stage or high-growth companies Experience managing a book of business and renewals Strong presentation skills with the ability to conduct QBRs with executive stakeholders
Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Other Industries Technology, Information and Internet Referrals increase your chances of interviewing at Balance by 2x Sign in to set job alerts for “Customer Success Manager” roles.
United States $75,000.00-$105,000.00 1 day ago New York, NY $126,500.00-$203,550.00 1 week ago New York, NY $90,000.00-$100,000.00 1 week ago New York, NY $130,000.00-$150,000.00 6 days ago New York, NY $75,000.00-$140,000.00 22 hours ago New York, NY $71,000.00-$105,500.00 6 days ago New York, NY $130,000.00-$190,000.00 1 month ago New York, NY $65,000.00-$90,000.00 1 week ago New York City Metropolitan Area $110,000.00-$150,000.00 1 week ago New York, NY $90,000.00-$110,000.00 2 weeks ago Customer Success Manager II, Global Strategic
New York, NY $111,200.00-$123,600.00 4 days ago New York, NY $90,000.00-$100,000.00 1 month ago New York, NY $75,000.00-$80,000.00 1 month ago New York, NY $80,000.00-$100,000.00 1 week ago New York, NY $65,000.00-$95,000.00 1 day ago New York, NY $55,000.00-$87,000.00 1 day ago New York, NY $130,000.00-$140,000.00 2 weeks ago New York, NY $111,200.00-$122,000.00 1 day ago Manager, Customer Service Training & Quality
New York, NY $90,000.00-$100,000.00 2 weeks ago New York, NY $90,000.00-$105,000.00 1 month ago New York, NY $100,000.00-$130,000.00 5 months ago New York, NY $80,000.00-$120,000.00 1 day ago New York, NY $129,000.00-$160,000.00 2 weeks ago New York, NY $100,000.00-$120,000.00 6 days ago New York, NY $100,000.00-$120,000.00 1 month ago Enterprise Customer Success Manager, East Coast (TEMP)
Customer Success Manager / Sell-Side (NY preferred)
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Customer Success Manager
at
Balance , you will be the strategic lead for our most valued and complex enterprise accounts. Your mission is to ensure clients aren’t just satisfied—they’re thriving. You’ll take full ownership of the relationship, leading onboarding, driving adoption, and executing retention and expansion initiatives.
This role blends the relationship-building strength of account management with the structure and rigor of project management. It’s ideal for someone who is customer-obsessed, thrives in high-accountability, cross-functional environments, and is excited to own the customer journey—from kickoff through renewal. You should be comfortable in fintech (especially payments and credit) and energized by complexity, ownership, and delivering meaningful outcomes.
OTE Range:
120,000- 150,000
Responsibilities:
Who You Are:
You have 3–5 years of experience in Customer Success, Account Management, or related roles, with a strong track record managing enterprise B2B accounts You have deep understanding of fintech, particularly in payments and/or credit, this is key to understanding our customers' needs You’ve led complex customer implementations or expansions, and can operate like a project manager, aligning internal and external teams toward shared outcomes You’re highly organized and own your accounts like a business, you plan ahead, follow through, and are accountable for results You’re data-literate and analytical, you use metrics to spot trends, communicate performance, and inform decisions You’re proactive, flexible, and comfortable navigating fast-paced, early-stage environments You value collaboration but know how to work independently and juggle multiple initiatives with shifting priorities
Preferred Background:
Experience in customer-facing roles at fintech companies Background in credit, underwriting, or financial services—a strong plus! Track record of success in early-stage or high-growth companies Experience managing a book of business and renewals Strong presentation skills with the ability to conduct QBRs with executive stakeholders
Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Other Industries Technology, Information and Internet Referrals increase your chances of interviewing at Balance by 2x Sign in to set job alerts for “Customer Success Manager” roles.
United States $75,000.00-$105,000.00 1 day ago New York, NY $126,500.00-$203,550.00 1 week ago New York, NY $90,000.00-$100,000.00 1 week ago New York, NY $130,000.00-$150,000.00 6 days ago New York, NY $75,000.00-$140,000.00 22 hours ago New York, NY $71,000.00-$105,500.00 6 days ago New York, NY $130,000.00-$190,000.00 1 month ago New York, NY $65,000.00-$90,000.00 1 week ago New York City Metropolitan Area $110,000.00-$150,000.00 1 week ago New York, NY $90,000.00-$110,000.00 2 weeks ago Customer Success Manager II, Global Strategic
New York, NY $111,200.00-$123,600.00 4 days ago New York, NY $90,000.00-$100,000.00 1 month ago New York, NY $75,000.00-$80,000.00 1 month ago New York, NY $80,000.00-$100,000.00 1 week ago New York, NY $65,000.00-$95,000.00 1 day ago New York, NY $55,000.00-$87,000.00 1 day ago New York, NY $130,000.00-$140,000.00 2 weeks ago New York, NY $111,200.00-$122,000.00 1 day ago Manager, Customer Service Training & Quality
New York, NY $90,000.00-$100,000.00 2 weeks ago New York, NY $90,000.00-$105,000.00 1 month ago New York, NY $100,000.00-$130,000.00 5 months ago New York, NY $80,000.00-$120,000.00 1 day ago New York, NY $129,000.00-$160,000.00 2 weeks ago New York, NY $100,000.00-$120,000.00 6 days ago New York, NY $100,000.00-$120,000.00 1 month ago Enterprise Customer Success Manager, East Coast (TEMP)
Customer Success Manager / Sell-Side (NY preferred)
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr