Customer Success Manager

About Method

🔮 Founded in 2021 Method enables real-time access to user financial data and enables seamless liability repayment. Method’s mission is to make personal finance more autonomous. With Method’s APIs financial institutions credit unions banks and financial management apps can embed loan repayment data balance transfers and bill pay automation into their user journey. As a result Method is improving accessibility and control over financial information via open finance.

We’re a Series A start-up and are backed by our partners advisors and investors from Andreessen Horowitz Truist Ventures Y Combinator Ardent Ventures Abstract Ventures SV Angel Truebill Upstart and more.

About our Team

As a small tight-knit team we value finding team members 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. Some of us are based at Method HQ in Austin TX and others are based in Washington D.C.

To learn more about us check out our blog!

The Impact

As the Customer Success Manager you’ll have the opportunity to work closely with the CEO & COO to drive customer success initiatives forward through successful partnerships organizational planning and outstanding execution. You are responsible for the strategy of Customer Success and the post-sales lifecycle of a Method customer.

What you'll do

• You will become a trusted advisor to our customers will deeply understand their business and their needs and help them maximize the value they get from Method
• You will monitor client usage and proactively work with our clients to maximize product adoption by providing strategic guidance enablement and day-to-day advice to help them hit their objectives with Method
• You will work alongside our Customer Success Manager to design and setup onboarding and triaging processes to ensure customers have a positive experience integrating Method
• You will be the customer’s internal advocate helping ensure an excellent Method experience and gathering feedback on ways that Method can build the next generation of embedded fintech solutions
• You will manage escalation of any customer issue by engaging our product and engineering teams to ensure all issues are resolved quickly

Who you are

• 5+ years of experience in a client-facing role ideally leading customer success strategies managing relationships with with fintech organizations preferably working with an API product
• Sophisticated business sense and understanding of underlying drivers and strategy of our customer’s businesses
• You are someone who is proactive motivated and takes initiative
• History of success as a consultant pre-sales technical account management or equivalent
• 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 Finance / fintech
• Experience working at a smaller stage company / start-up environment
• Knowledge of Linear Slack and Retool

Disclaimer to Staffing/Recruiting Agencies:Method Financial does not accept unsolicited resumes from recruiters or employment agencies in response to our Career page or a Method Financial social media/job board post. Method Financial will not consider or agree to payment of any referral compensation or recruiter fee relating to these unsolicited resumes. Method Financial explicitly reserves the right to hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes including those submitted to hiring managers are deemed to be the property of Method Financial.