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Customer Success Manager

Method Financial

Method Financial

Administration
Austin, TX, USA · Austin, TX, USA · New York, NY, USA
Posted on Feb 4, 2025

Meet Method

🔮 We built Method to propel consumer finance into the next decade. Method’s APIs are redefining financial connectivity with real-time, read-write, and frictionless access to all consumer liability data with integrated payment rails. The composability of our APIs and robust integrations into 10,000+ financial institutions allows lenders, fintechs, and other financial institutions to build products that unlock a level of autonomy never before harnessed by consumers.

We have helped 2+ million users connect 30+ million liability accounts, save them millions in interest and fees, get them access to billions of dollars in personalized loans, and earn millions of points on their purchases. We have partnered with 60+ financial institutions - including Bilt Rewards, SoFi, PenFed, Figure, Happy Money and Aven - to deliver frictionless, personalized and engaging user experiences.

We are backed by investors and advisors from Andreessen Horowitz, Y Combinator, Emergence Capital, SV Angel, Ardent Ventures, Abstract Ventures, Truist Ventures, Truebill, Upstart, and more.

About our team

As a small but fast-growing team, we value teammates who are passionate about building, scaling, all while having fun together! While we have our own roles to fill, we often find ourselves wearing multiple hats. No day is the same when you’re building from scratch. Our founding team is based across Austin and Washington D.C. and New York City.

To learn more about us, check out our Updates


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 the strategy of scaling businesses.

This role can be based in either of our hybrid offices: Austin or New York City.

What you'll do

  • You will become a trusted advisor to our customers, deeply understand their business and needs, and help them maximize the value they get from Method

  • You will be the customer’s internal advocate, helping ensure an excellent Method experience, and gathering feedback to shape Method’s product roadmap

  • You will be technically savvy enough to be able to help guide customers and respond to questions while also having a strong business sense to create opportunities to drive the economics of the business forward in a way that both companies succeed

  • You will demonstrate initiative and provide genuine value to the customer, rather than simply responding to issues as they arise

Who you are

  • 4-8 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 underlying drivers and strategy of our customer’s businesses

  • Strong written communication as well as 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 start-up environment

  • Knowledge of Linear, Slack, Google Sheets, and Retool

The annual US base salary range for this role is: $150,000 - $200,000