Clutch

SaaS

CustomerSuccessManager

United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“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.

SaaS
Eligibility Requirements

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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