Customer Success Manager, Tier 1

Location:

Central, US Remote (ND, SD, NE, MN, IA, WI, IL, MI, IN, OH, PA, NY) Compensation: $145,000 - $175,000 (Total Cash Compensation). The salary range above reflects our compensation bands adjusted for regional cost-of-living differences. Actual compensation will be determined based on the candidate's experience level, skills, and the specific location within our service region.

Eltropy is seeking a strategic and results-oriented Tier-1 Customer Success Manager (CSM) to manage a portfolio of roughly 20 high-impact financial institution customers, including top-tier credit unions and community banks. In this role, you will partner with key stakeholders to deliver transformative outcomes through our industry-leading AI-powered communications platform while driving retention, growth, and overall satisfaction.

Serve as the trusted strategic advisor and single point of contact for roughly 20 Tier-1 accounts, fostering deep executive relationships and long-term partnerships. Conduct regular check-ins and executive/strategic business reviews to ensure customers are achieving their desired outcomes and realizing clear ROI from Eltropy. Cultivate referenceable customers who serve as positive advocates of Eltropy to prospects and within the broader financial services community.

Advocate and drive customers’ product, technology, and service needs internally within Eltropy.

Develop and execute tailored, multi-year success plans to support customers in achieving their business goals and transformation initiatives. Proactively identify and mitigate risks of churn through data analysis, health scoring, usage tracking, and early intervention strategies. Partner closely with customers on best practices, change management, and roadmap alignment to maximize adoption and value.

Identify opportunities for expansion and upsell within the portfolio by aligning customer needs and strategic priorities with additional products and services. Collaborate with the Sales team on account planning and to close expansion opportunities, ensuring seamless handoffs and a unified account strategy. Support commercial conversations by providing value narratives, use cases, and success metrics that demonstrate impact.

Program-manage complex, Tier-1 onboarding projects, ensuring a smooth and successful implementation across multiple teams and locations. Drive product adoption by providing training, enablement resources, and best practices tailored to Tier-1 workflows and operational realities. Partner with customer project teams and Eltropy implementation resources to ensure timelines, milestones, and success criteria are clearly defined and met.

Advocate for customers internally by communicating their needs, challenges, and strategic priorities to cross-functional teams including Product, Engineering, Support, and Marketing. Collect, synthesize, and relay customer feedback to influence product development, improve customer experience, and inform Eltropy’s roadmap. Help identify and nurture customer stories, case studies, and speaking opportunities that showcase successful outcomes.

Track and report on customer health, retention, expansion, and other key metrics across your Tier-1 portfolio. Maintain accurate and up-to-date records of customer interactions, risks, opportunities, and plans in the CRM/CS platform. Regularly communicate account status, risks, and growth opportunities to internal stakeholders and leadership.

• Deep (5+ years) customer-facing experience (account management, customer success), ideally in B2B SaaS and/or Fin Tech, with a proven…