Head Of Customer Success • Lead

Who you are

You have a proven track record in customer success, ideally with 5+ years of experience in a leadership role within the finance or fintech industries. Your expertise in building strong customer relationships is complemented by your ability to establish effective systems and processes that drive growth. You thrive in early-stage or startup environments, where your collaborative spirit and exceptional communication skills enable you to work effectively across diverse teams and organizations.

Your familiarity with modern customer success tech stacks, including tools like Linear and Retool, allows you to leverage technology to enhance customer experiences. You are data-driven and understand the importance of metrics in measuring success and driving improvements. You are passionate about staying ahead of industry trends and are committed to delivering exceptional service to customers.

Desirable

Experience in a high-growth fintech environment is a plus, as is a background in developing customer success strategies that align with business objectives. You are adaptable and can pivot quickly in response to changing market conditions, ensuring that your team remains focused on delivering value to customers.

What you'll do

As the Head of Customer Success at Method Financial, you will be responsible for architecting and executing the post-sales engine that drives the company's growth. You will report directly to the CEO and play a critical role in building world-class customer relationships. Your focus will be on establishing systems, processes, and teams that transform our high-growth fintech product into a predictable and scalable revenue driver.

You will own the entire customer lifecycle, from signed contracts through onboarding and steady-state engagement. This includes developing strategies to ensure customer satisfaction and retention, as well as identifying opportunities for upselling and cross-selling. You will work closely with product and engineering teams to provide feedback from customers that can inform product development and enhancements.

Your role will also involve mentoring and leading a team of customer success professionals, fostering a culture of collaboration and continuous improvement. You will set clear goals and metrics for your team, ensuring that they have the resources and support needed to succeed. You will also be responsible for analyzing customer data to identify trends and insights that can drive strategic decision-making.

What we offer

Method Financial offers a competitive salary range of $200,000 - $250,000 for this role, reflecting the importance of customer success in our growth strategy. You will have the opportunity to work in a dynamic and innovative environment, where your contributions will directly impact the company's success.

We believe in empowering our employees and providing them with the tools and resources they need to excel. You will have access to ongoing professional development opportunities and the chance to work alongside some of the brightest minds in the fintech industry. Our culture is built on collaboration, transparency, and a commitment to delivering exceptional value to our customers.

Join us at Method Financial and be part of a team that is redefining financial connectivity and driving the future of consumer finance.