Senior Customer Success Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage a portfolio of US enterprise and mid-market clients throughout the entire customer lifecycle, from implementation to renewal and expansion.

• Facilitate executive business reviews and develop joint success plans aligned with client lending program objectives.

• Monitor account health and program KPIs, including application volume, approval and conversion rates, funded volume, usage, net revenue retention, and churn risk.

• Drive renewals, upselling, and cross-selling in collaboration with Sales, while maintaining a forecast for the account portfolio.

• Identify potential risks early and implement recovery plans with Delivery, Product, and Support teams.

• Oversee the coordination of new features, integrations, and merchant/lender rollouts within existing accounts.

• Integrate structured customer feedback into the product development roadmap.

• Develop scalable customer success playbooks, quarterly business review templates, and onboarding-to-adoption transitions for the US market.

• Represent Jifiti at client locations and US industry events.

• Collaborate closely with Sales, Delivery, Product, and Support teams as the voice of the US customer within Jifiti.

⛳️ Requirements

• 5+ years of experience in Customer Success, Account Management, or Technical Account Management within the B2B SaaS sector.

• Demonstrated ownership of enterprise or strategic accounts, including managing renewals and expansion goals.

• Familiarity with financial institutions or fintech sectors: consumer lending, BNPL/POS financing, payments, or banking software.

• Comfortable with technical products, including APIs, integrations, and platform configuration.

• Data-driven mindset regarding account health, utilizing CRM/CS tools (Salesforce, HubSpot, Gainsight, or similar).

• Bachelor’s degree or equivalent professional experience.

• Located in the US and authorized to work in the US.

• Experience with a white-label or embedded finance platform serving banks and merchants is a plus.

• Understanding of lending concepts such as promotional credit terms, multi-lender waterfalls, approval rates, and funded volume is advantageous.

• Experience in a global organization collaborating with an Israel-based R&D team is preferred.

🏝️ Benefits

• Renewal, upselling, and cross-selling opportunities are included in the compensation-related scope, but no specific bonuses, commissions, equity, insurance, leave, retirement, or other benefits are outlined.