Clutch - Customer Success Manager
Requirements
• Data-driven approach to customer success — you don't just track adoption metrics, you analyze trends, build ROI narratives with before/after data, and use those insights to drive executive conversations and customer decisions • 2–4 years of experience as a Customer Success Manager or other customer-facing role in a fast-paced environment, preferably in SaaS and/or Fintech or consulting • Proven success managing a portfolio of mid-market B2B accounts (about 10 to 20 accounts) • Developing executive presence; comfortable engaging with director and VP-level contacts • Resilience and adaptability when working with fragmented or less mature customer organizations • Bias to action and ownership mindset, able to move initiatives forward in ambiguous environments while respecting process • Commercial acumen with experience identifying and driving expansion opportunities • Strong collaboration skills with a track record of working cross-functionally, especially with product, to deliver customer outcomes • Technical fluency and ability to translate product capabilities into business value • Background in financial services or other regulated industries strongly preferred; open to adjacent industries with experience managing complex, evolving organizations • Willingness to travel up to 15 percent for QBRs, onboarding workshops, and executive meetings • This role requires: • US-based, authorized to work without visa sponsorship • 2+ years in a customer-facing role within B2B SaaS, Fintech, or consulting • Experience managing a mid-market portfolio (roughly 10–25 accounts) — not SMB (100+ accounts) or single-account enterprise • Willingness to travel up to 15% • If that's not you, this probably isn't the right fit — but we'd love to hear from you for future roles. • Clutch is a revolutionary vertical SaaS company, proudly backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. As a champion of financial well-being, we address the urgent need for affordable lending solutions in an era where the average American grapples with over $155,000 in household debt. Unlike traditional financial institutions, Clutch develops software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans. Our mission extends beyond mere financial transactions; we strive to fundamentally enhance the way credit unions interact with their members. By integrating cutting-edge technologies and user-centric designs, we help credit unions provide seamless digital experiences that are on par with leading tech companies. This approach not only preserves but revitalizes the longstanding tradition of community and member-focused service inherent to credit unions.
Responsibilities
• Take ownership of a portfolio of 16–20 accounts, including several large customers in active onboarding. • Build relationships with executive sponsors and key day-to-day contacts. • Lead the executive onboarding portion of implementations, ensuring stakeholders are aligned on goals and success measures. • Support adoption of core product capabilities and begin spotting areas for future expansion. • Successfully complete onboarding for your in-flight customers and transition them into post-implementation success management. • Establish "3 wide, 3 deep" relationships across your accounts. • Partner with internal teams (product, support, implementation) to solve customer challenges and influence roadmap priorities. • Lead high-impact QBRs/EBRs (onsite & virtual) with executive stakeholders, supported by data-driven insights into customer performance and opportunities. • Identify and surface 2–3 expansion signals to your AE. • Use customer data to surface actionable insights that drive adoption and executive alignment. • Be recognized by your customers as a trusted advisor who delivers measurable business value. • Consistently drive deeper adoption across your portfolio. • Work with the sales team to generate net-new opportunities through referrals. • Conduct whitespace analysis across your portfolio and develop identified opportunities jointly with your AE.
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