Clutch
SaaS
CustomerSuccessManager
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“Customer Success Manager at Clutch. Skills: Customer Success Management, Account Management, Executive Engagement, Onboarding, Adoption, Value Realization, Growth, Relationship Building, ROI Narrative Development, Data Analysis. Own a portfolio of ~16–20 mid-market Credit Union accounts ($30K–$200K ARR each), spanning executive onboarding through post-implementation success. Build processes”
What You'll Achieve.
98% logo retention; top-quartile NRR; doubled revenue two years running; drive adoption with urgency; translates product usage into clear ROI narratives; deliver measurable business value; drive deeper adoption across your portfolio; generate net-new opportunities through referrals
Industry & Context.
Willingness to travel up to 15 percent for QBRs, onboarding workshops, and executive meetings
What They're Looking For.
Must Have
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%
Nice to Have
Background in financial services or other regulated industries strongly open to adjacent industries with experience managing complex, evolving organizations
What You'll Do.
Own a portfolio of ~16–20 mid-market Credit Union accounts ($30K–$200K ARR each)
spanning executive onboarding through post-implementation success
Shape how we engage customers
Own 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
3 deep" relationships across your accounts
Lead high-impact QBRs/EBRs (onsite & virtual) with executive stakeholders
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
How You'll Work.
Team & Collaboration
Partner with internal teams (product, support, implementation) to solve customer challenges and influence roadmap priorities; collaboration skills with a track record of working cross-functionally, especially with product, to deliver customer outcomes
Communication Scope
Translates product usage into clear ROI narratives that move conversations forward with Director and VP-level sponsors
Full Job Description
ABOUT THE ROLE Clutch is a vertical SaaS company backed by Andreessen Horowitz (a16z), building software that turns Credit Unions into FinTech lenders. We're at 98% logo retention, top-quartile NRR, and have doubled revenue two years running — so this isn't a firefighting role. You'll own a portfolio of ~16–20 mid-market Credit Union accounts ($30K–$200K ARR each), spanning executive onboarding through post-implementation success. The opportunity here is to build: processes are still forming, and you'll shape how we engage customers, not just follow a playbook. This role spans both executive onboarding during implementation (driving alignment, ensuring the customer is set up for long-term success) and post-implementation success (ongoing adoption, value realization, and growth). The ideal candidate manages multiple stakeholders across their portfolio with autonomy, drives adoption with urgency, and translates product usage into clear ROI narratives that move conversations forward with Director and VP-level sponsors. This is a remote role open to US-based candidates with a small share of travel (approx. 15%). ABOUT THE TEAM The Customer Success team is a distributed group of 10+, led by two managers and a Director, supporting CSMs across the US. We work closely with executives at Credit Unions of all sizes, guiding them through onboarding, adoption, and long-term growth. Our culture is high-trust and high-accountability. We value progress over perfection and empower CSMs to take ownership of their portfolio while collaborating closely with product, implementation, and support. The people who thrive here are resilient, bring positive energy, and act with a bias to action in an environment that is still evolving. With the company on a strong growth path, this is a chance to join at a pivotal moment and help shape how we deliver value to customers while growing into larger, more strategic accounts. WHAT YOU'LL DO WITHIN 3 MONTHS, YOU WILL: - Take ownership of a portfoli
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