Mid Market Customer Success Manager

About Solifi

Solifi deliver a solid financial technology foundation for equipment, working capital, wholesale, and automotive finance firms. At Solifi, we believe that commerce is only as strong as the system it runs on. Our mission is to reshape finance technology by bringing together proven solutions into a singular powerful technology platform designed to help protect and scale financial organizations. We guard our customers by being precise and reliable, we guide their success by combining powerful technology with proven expertise, and we help them grow by unleashing their potential.

You will work cross functionality with our global teams, being the key point of contact for the day-to-day operational health of our customers.

The Mid-Market Customer Success Manager (CSM) owns the success of a portfolio of mid-market customers, helping them adopt Solifi’s products, realize value quickly, and achieve their desired business outcomes. This role balances proactive customer engagement, adoption guidance, and risk management across a broader book of business.

Mid-Market CSMs are accountable for customer health, adoption, engagement consistency, successful onboarding and upgrades, and retention through scalable yet personalized customer success practices. This role is ideal for customers with moderate complexity, smaller stakeholder groups, and opportunities to drive repeatable best practices across a larger portfolio.

• Manage a portfolio of mid-market customers, building strong working relationships and understanding their business goals and success criteria
• Create and maintain success plans that guide onboarding, adoption, optimization, and ongoing value realization
• Drive customer engagement through regular check-ins, business reviews, and proactive outreach aligned to segment standards
• Monitor customer health indicators including usage, engagement, sentiment, and milestone progress, and intervene early when risk is identified
• Support customers through upgrades, new feature adoption, and process improvements using repeatable playbooks and best practices
• Partner with Sales, Services, Support, and Product to resolve issues, improve the customer experience, and identify opportunities for added value
• Encourage customer advocacy and reference-ability through strong outcomes and positive experiences
• Maintain accurate customer records, health updates, and action plans in CRM and customer success systems

• Bachelor’s degree in business, technology, management, or related field
• 4+ years of Customer Success, Account Management, Professional Services, or related SaaS experience
• Experience managing a portfolio of customers with a focus on adoption, retention, and customer outcomes
• Strong communication and relationship-building skills across business and operational stakeholders
• Ability to manage multiple priorities and customers effectively in a fast-paced environment
• Experience using customer health indicators, playbooks, and structured success motions to drive outcomes
• Strong cross-functional collaboration skills and a proactive, customer-focused mindset

4 Years

Bachelor's Degree

Full Time

Medical, Dental, Vision, Flexible Spend Account (FSA), Health Savings Account (HSA), Life and Accidental Death & Dismemberment (AD&D) Insurance Coverage, Disability Insurance Coverage (Short Term and Long Term), Employee Assistance Program (EAP), 401K Tax Deferred Retirement Savings Plan