Method
Customer Success Manager – Method
Join our team as a
Customer Success Manager
and help customers unlock the full potential of Method’s financial APIs.
Meet Method We built Method to propel the next decade of consumer finance. Method’s APIs are redefining financial connectivity with real‑time read‑write access to consumer liability accounts and bringing consumer finance one step closer to being autonomous. We are built on the tenets of consumer‑permissioned data access to enable financial institutions to deliver the most competitive products and seamless experiences to the consumer. We have helped 4+ million users connect 30+ million liability accounts, credential‑less, save millions in interest and fees, and get access to billions of dollars in personalized loans. We have partnered with 60+ financial institutions—including Robinhood, Bilt Rewards, SoFi, PenFed, Figure, Happy Money, and Aven—to deliver frictionless, personalized, and engaging user experiences. We’re a team of 40+ people across Austin, Washington D.C., and New York City, and we’re excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent.
About Our Customer Success Team As a Customer Success Manager, you’ll be a part of a tight‑knit team that owns the complete post‑sales lifecycle of a Method customer. Internally, you’ll work closely with Technical Integration Engineers, our Head of Customer Success, and our CEO. This role uniquely contributes to the company's growth, relying on you to become a trusted advisor to customers by deeply understanding their business needs and assisting them in maximizing the value they get from Method. You will thrive in this role if you’re passionate about building relationships and scaling businesses.
This role can be based in either of our hybrid offices: Austin or New York City.
What You’ll Do
Become a trusted advisor to our customers, deeply understand their business and needs, and help them maximize the value they get from Method.
Act as the customer’s internal advocate, ensuring an excellent Method experience and gathering feedback to shape Method’s product roadmap.
Provide technical guidance while maintaining a strong business sense to create opportunities that drive the economics of the business forward in a way that benefits both parties.
Demonstrate initiative and deliver genuine value to the customer, rather than simply responding to issues as they arise.
Who You Are
5+ years of experience in a client‑facing role, ideally in technology, investment banking, or consulting.
Exceptional project management and organizational skills, with a heightened focus on attention to detail, strong sense of urgency, proactivity, and independence.
Strong business sense and understanding of the underlying drivers and strategy of our customers’ businesses.
Strong written communication and the ability to grasp technical concepts.
Natural curiosity to stay up to date with new technologies and emerging FinTech trends.
A capability to work well with a wide range of people, both internally and externally.
Extra Awesome
Experience in FinTech.
Experience with API‑first companies.
Experience working in a startup environment.
Knowledge of Linear, Slack, Google Sheets, and Retool.
The annual US base salary range for this role is: $125,000–$160,000.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Other
Referrals increase your chances of interviewing at Method by 2x.
#J-18808-Ljbffr
Customer Success Manager
and help customers unlock the full potential of Method’s financial APIs.
Meet Method We built Method to propel the next decade of consumer finance. Method’s APIs are redefining financial connectivity with real‑time read‑write access to consumer liability accounts and bringing consumer finance one step closer to being autonomous. We are built on the tenets of consumer‑permissioned data access to enable financial institutions to deliver the most competitive products and seamless experiences to the consumer. We have helped 4+ million users connect 30+ million liability accounts, credential‑less, save millions in interest and fees, and get access to billions of dollars in personalized loans. We have partnered with 60+ financial institutions—including Robinhood, Bilt Rewards, SoFi, PenFed, Figure, Happy Money, and Aven—to deliver frictionless, personalized, and engaging user experiences. We’re a team of 40+ people across Austin, Washington D.C., and New York City, and we’re excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent.
About Our Customer Success Team As a Customer Success Manager, you’ll be a part of a tight‑knit team that owns the complete post‑sales lifecycle of a Method customer. Internally, you’ll work closely with Technical Integration Engineers, our Head of Customer Success, and our CEO. This role uniquely contributes to the company's growth, relying on you to become a trusted advisor to customers by deeply understanding their business needs and assisting them in maximizing the value they get from Method. You will thrive in this role if you’re passionate about building relationships and scaling businesses.
This role can be based in either of our hybrid offices: Austin or New York City.
What You’ll Do
Become a trusted advisor to our customers, deeply understand their business and needs, and help them maximize the value they get from Method.
Act as the customer’s internal advocate, ensuring an excellent Method experience and gathering feedback to shape Method’s product roadmap.
Provide technical guidance while maintaining a strong business sense to create opportunities that drive the economics of the business forward in a way that benefits both parties.
Demonstrate initiative and deliver genuine value to the customer, rather than simply responding to issues as they arise.
Who You Are
5+ years of experience in a client‑facing role, ideally in technology, investment banking, or consulting.
Exceptional project management and organizational skills, with a heightened focus on attention to detail, strong sense of urgency, proactivity, and independence.
Strong business sense and understanding of the underlying drivers and strategy of our customers’ businesses.
Strong written communication and the ability to grasp technical concepts.
Natural curiosity to stay up to date with new technologies and emerging FinTech trends.
A capability to work well with a wide range of people, both internally and externally.
Extra Awesome
Experience in FinTech.
Experience with API‑first companies.
Experience working in a startup environment.
Knowledge of Linear, Slack, Google Sheets, and Retool.
The annual US base salary range for this role is: $125,000–$160,000.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Other
Referrals increase your chances of interviewing at Method by 2x.
#J-18808-Ljbffr