Customer Success Manager

About Method
Method Financial was founded in 2021 after our founders experienced first-hand the difficulties of embedding debt repayment into their app ( GradJoy ). They decided to build their own embedded banking service that allows developers to easily retrieve and pay any of their users' debts - including credit cards, student loans, car loans, and mortgages - all through a single API.
As a Top 10 Fintech Startup , we're focused on providing the opportunity for ambitious and entrepreneurial individuals to have high levels of impact at the forefront of the fintech space. Continuous improvement, collaboration, and a clear mission bring us together in service of delivering the best products for our users. We are a remote-flexible team, striving to set up the best environment for everyone to be successful and we are excited to continue to grow.
We recently closed a $16 million Series A funding round led by Andreessen Horowitz, with participation from Truist Ventures, Y Combinator (Method's a Y Combinator graduate), Abstract Ventures, SV Angel and others. We're also backed by founders and leaders of Truebill, Upstart, and Goldman Sachs.
The Impact
You will be a foundational member of our Customer Success team. You will be our clients' main point of contact and trusted advisor at Method. You will serve as the client's trusted advisor byowning the health and success of our clients from go-live to expansion.
What you'll do

• Continuously engage with clients through ad-hoc communications, regular check-ins, and events, to build a strong consultative relationship founded on trust and will last under pressure.
• 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.
• Manage escalation of any customer issue by engaging our product and engineering teams to ensure all issues are resolved quickly.
• Identify upsell opportunities and communicate new offerings and features to customers on a regular cadence.
• Summarize product feedback gathered from clients and engage with our product team to build new products and keep a customer-focused culture as we grow.

Who you are

• 5+ years of full-time experience in Customer Success/Technical Account Manager/Consulting required (or equivalent customer facing roles)
• Experience working at a Fintech API or a SaaS company.
• You can clearly communicate the concepts or ideas behind your solutions, and cut big solutions into smaller bite-sized tasks.
• Ability to think on your feet to creatively solve our prospects' business needs.
• Strong communication, research, and presentation skills.
• Natural curiosity to stay up to date with new technologies and emerging Fintech trends.

Extra awesome

• Experience in Finance / FinTech.
• Been a first or early hire at a fast growing start up before.
• Knowledge of payment rails and identity verification.

Benefits
We believe people do their best work when they are healthy and happy. Our founding team is in Austin, TX, and Washington, DC, but we are a remote-flexible company.
Competitive Salary + Equity
‍ Remote + Flexible Work Schedule (Full COVID-19 vaccination is required to work from our offices)
$3,000 Home Office Stipend + Hardware
Unlimited PTO
Full Health Care
Learning Stipend
Paid Parental Leave
Student loan repayment

What makes us Method
Being a minority-owned business, we firmly believe that diversity drives innovation. Our differences are what make us stronger. We're passionate about building a workplace that represents a variety of backgrounds, skills, and perspectives and does not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We engage a thoughtful, strategic recruiting practice to add to our uniqueness and success. Everyone is welcome here!
Come join us!
There's no such thing as a 'perfect' candidate. We encourage you to apply even if you don't 100% match the exact candidate description!
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.