Drive customer success by becoming a trusted advisor, collaborating with internal teams to maximize value and enhance product experiences within a rapidly growing fintech company.
Method has built the most modern way to connect to consumer financial accounts. Combining real-time liability connectivity with instant payment execution, Method’s API is designed to make it easy for people to connect their financial accounts to the apps and services they want to use.
We have helped 45+ million users connect 350+ million liability accounts credential-less and processed over $2.5B in payments, helping users save millions in interest. One in every three credit cards in the United States is in the Method ecosystem and leading financial institutions like SoFi, Bilt, Cleo, Sezzle, Figure & Aven rely on our APIs to build magical experiences for millions of consumers.
We’re a team of 50+ people spread across offices in Austin, SF, New York City, and Washington D.C! We’re excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog!
As a Customer Success Manager, you’ll be a part of a tight knit team that owns the complete post-sales lifecycle of a Method customer. Internally you’ll work closely with Technical Integration Engineers, Product Leads, and the GTM organization. This role uniquely contributes to the company's growth, relying on you to become a trusted advisor to customers by deeply understanding their business needs and assisting them in maximizing the value they get from Method. You will thrive in this role if you’re passionate about building relationships and the strategy of scaling businesses.
You will become a trusted advisor to our customers, deeply understand their business and needs, and help them maximize the value they get from Method
You will be the customer’s internal advocate, helping ensure an excellent Method experience, and gathering feedback to shape Method’s product roadmap
You will be technically savvy enough to be able to help guide customers and respond to questions while also having a strong business sense to create opportunities to drive the economics of the business forward in a way that both companies succeed
You will demonstrate initiative and provide genuine value to the customer, rather than simply responding to issues as they arise
6+ years of experience in a client-facing role ideally in technology, investment banking, or consulting
Exceptional project management and organizational skills, with a heightened focus on attention to detail, strong sense of urgency, proactivity, and independence
Strong business sense and understanding of underlying drivers and strategy of our customer’s businesses
Strong written communication as well as ability to grasp technical concepts
Natural curiosity to stay up to date with new technologies and emerging Fintech trends
A capability to work well with a wide range of people, both internally and externally
Experience in FinTech
Experience with API first companies
Experience working in a start-up environment
Knowledge of Linear, Slack, Google Sheets, and Retool
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The annual US base salary range for this role is: $150,000-$175,000
Method Financial connects consumer financial accounts in a seamless way, enabling instant payment execution and real-time liability connectivity through its API. Designed for financial institutions and developers, it allows over 45 million users to manage their 350 million liability accounts effortlessly, processing more than $2.5 billion in payments and helping users save millions in interest.
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Customer Success Manager Q&A's