: Customer Success Manager

Customer Success Manager

at Numerated

Numerated is a digital lending platform for banks. Our mission is to help banks fundamentally change the way they identify, engage with, and service their business customers. Today, thousands of our banks customers and billions of dollars of bank business traverse the Numerated platform and were just getting started!

Customer Success Managers (CSMs) are a critical part of our success and the success of our customers. Our mission is to deliver exceptional service to our bank partners with the highest level of quality in both product knowledge and communication skills, and in the process, consistently meet and exceed customer expectations. We are looking for CSMs who are passionate about providing the best experience to customers who are scaling their businesses with Numerated. This is a great opportunity for someone who thrives on solving complex problems and has a passion for building truly great customer relationships.

How youll make a difference:

  • Be passionate about customer success and establish yourself as the trusted advisor for a book of bank customers
  • Devise strategies to help increase platform utilization for all your customers
  • Provide Numerated best practices to ensure clients are achieving their business goals
  • Proactively review customer dashboards, address any open issues, and ensure consistent messaging and appropriate escalation
  • Keep customers up to date on product releases and new features
  • Contribute feedback to Product/Engineering on product improvements to enhance customer engagement
  • Document troubleshooting and problem resolution steps
  • Contribute to a positive team environment of collaboration, customer empathy, equality and inclusion


  • 2+ years of customer success experience with a track record for building and nurturing relationships with multiple stakeholders
  • A customer-first mindset and approach to all interactions, both internal and external
  • Experience planning strategies to achieve key goals using software with end users
  • A track record for creative problem solving
  • Enthusiastic and productive in a collaborative environment
  • Excellent organizational and project management skills
  • Demonstrated communication skills via phone, video conference, and email
  • Proven curiosity and eagerness to learn