Customer Success Manager, Tier 3

Eltropy

. Manage a portfolio of 40–60 high-growth-potential credit unions and community banks .

Posted 11/6/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer success management, focusing on building long-term relationships with credit unions and community banks. Proficient in data analysis, customer onboarding, and driving product adoption through tailored success plans.

Highest-signal resume keywords

Customer Success ManagementData AnalysisSaaS ExperienceAccount ManagementCustomer Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data-Driven ApproachProblem-Solving SkillsCustomer OnboardingProduct Adoption StrategiesUsage Tracking

Soft Skills

Customer-Centric MindsetCollaborative Work StyleAdaptability in Fast-Paced Environments

Tools & Technologies

CRM PlatformsSymitarTemenosMeridian LinkOrigenceBannoQ2Alkami

Industry Keywords

FinTechCredit UnionBankingCollectionsLendingContact CenterMarketing Use Cases

About the role

Key responsibilities & impact

Manage a portfolio of 40–60 high-growth-potential credit unions and community banks
Serve as the primary customer contact and build long-term relationships
Conduct regular check-ins and Strategic Business Reviews
Program-manage customer onboarding and successful implementation
Drive product adoption through training, resources, and best practices
Develop and execute tailored customer success plans
Identify and mitigate churn risks through data analysis, usage tracking, and early intervention
Identify expansion and upsell opportunities and collaborate with Sales on closing them
Cultivate referenceable customers for Eltropy
Advocate for customer product, technology, and service needs internally
Communicate customer needs and challenges to cross-functional teams
Collect and relay customer feedback to influence product development
Track and report customer health, retention rates, and other key metrics
Maintain accurate customer interaction and update records in CRM/CS platforms

Requirements

What you’ll need

2+ years of customer-facing experience in account management, customer success, or equivalent role
SaaS and FinTech experience a plus
Customer-centric mindset and passion for helping customers succeed
Strong analytical and problem-solving skills
Proven experience working with technology and ability to quickly learn new software and tools
Data-driven approach and willingness to tackle big problems
Ability to work collaboratively across sales, product, and support teams
Ability to thrive in a fast-paced, start-up environment where priorities can change rapidly
Willingness to travel up to 25% for in-person customer and team meetings
Credit union or banking experience is a big plus
Understanding of typical Collections, Lending, Contact Center, and Marketing use cases is a plus
Familiarity with banking tools such as Symitar, Temenos, Meridian Link, Origence, Banno, Q2, or Alkami is a plus

Benefits

Comp & perks

Equal opportunity employer
Remote work arrangement
Opportunity to work with Eltropy's AI communications platform
Opportunity to build meaningful partnerships with growing credit unions and community banks