Associate Customer Success Manager

Meet Method

Method has built the most modern way to connect to consumer financial accounts. Combining real-time liability connectivity with instant payment execution Methods 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.

Were a team of 50 people spread across offices in Austin SF New York City and Washington D.C! Were 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!

About the role

Methods API powers some of the most interesting financial products being built right now and a meaningful portion of our customer base is made up of scrappy fast-moving fintechs that go live in 4-6 weeks integrate cleanly and generate durable recurring revenue on their own. They dont need a lot of hand-holding. But they do need someone paying attention.

This role owns that segment. Youll carry a book of 30 scale-tier accounts handling onboarding for new customers running a lightweight retention motion for existing ones and making sure nothing falls through the cracks at renewal. Its less about executive relationship management and more about operational precision: knowing where each account stands surfacing the ones that need attention and executing a clean process for the ones that dont.

If you want to break into CS at a high-growth fintech learn the full customer lifecycle and earn your way into a more complex book of business this is the right seat. Well tell you exactly what great looks like give you the tools to do it and move you up when youve proven it.

What youll do

• Own onboarding for all scale-tier accounts: run kickoff calls guide customers through Methods integration documentation with support from a Technical Integration Engineer and hold them accountable to go-live dates.

• Maintain accurate SFDC records for your book go-live timelines ramp status renewal dates so internal visibility is never a question.

• Execute a quarterly check-in cadence with each account anchored by a usage one-pager generated from customer data (you QA and deliver it not build it from scratch).

• Prioritize 46 accounts per quarter for proactive outreach based on usage signals identify who has potential and action on it.

• Drive renewals smoothly and on schedule; proactively identify the ones that need deeper conversations before they turn into a churn risk.

Who you are

• 2 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.

• Youre organized in a real way: 30 accounts with different timelines and stages dont overwhelm you they get tracked.

• You move fast and figure things out. Theres no fully baked playbook here youll help write it.

• You want to grow into more complex accounts and understand this role is the path to get there.

• Fintech SaaS or API-adjacent experience is a plus; intellectual curiosity about what Methods customers are building matters more.
  

Extra Awesome

• Prior experience at a Series AC fintech or developer-tools company.

• Exposure to usage-based or API pricing models.

• Experience supporting a large account book (20 accounts) with limited resources.

• Familiarity with Salesforce Notion or similar GTM tooling.

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The annual US base salary range for this role is: $100000-$140000

Required Experience:

Manager