Customer Success Manager
Indexed description
The Role
We are looking for a Customer Success Manager to own relationships with our customers and ensure they get maximum value from the AiPrise platform. You will work closely with customers, product, and engineering, helping customers solve real-world compliance and onboarding challenges while identifying opportunities to expand product usage. This is a high-ownership role where you will directly influence customer experience, retention, and product adoption.
Responsibilities
- Own a portfolio of customer accounts and act as the primary point of contact
- Run regular customer check-ins and success reviews
- Help customers optimize their onboarding and compliance workflows
- Identify opportunities to expand product usage and drive upsells
- Work with product and engineering teams to resolve customer issues
- Act as the voice of the customer internally
- Manage escalations and ensure timely issue resolution
- Help customers get live quickly and successfully adopt the platform
- 3–6 years of experience in Customer Success, Solutions roles
- Experience working with B2B SaaS products
- Strong communication and stakeholder management skills
- Comfortable working with APIs, integrations, and technical products
- Ability to manage multiple customer relationships simultaneously
- Experience in fintech, compliance, payments, or regtech is a plus
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