Customer Success Manager - Financial Technology

If you are a current employee who is interested in applying to this position, please navigate to the internal Careers site to apply.

In everything we do, we believe in creating growth, for our clients, our employees, and our community. For the past 35+ years, we have been generating revenue for the most innovative tech companies across the globe through our outsourced B2B demand, sales, customer success, and revenue operations solutions. We are passionate about cultivating career advancements for our people, and support them through mentorship, leadership, and career-development programs. We provide service and support to our communities through the MarketStar Foundation.

These achievements are a testament to our six core values, embraced by our 3,000+ employees worldwide. From our headquarters in Utah, USA, to our global offices in India, Ireland, Bulgaria, Mexico, the Philippines, and Australia, we all work together to drive innovation and success.
We are excited to have you apply to join our MarketStar team and can’t wait to discuss how we can help you find growth!
About the

Customer Success Manager:
The Customer Success Manager is responsible for managing a portfolio of high-value Mid-Market customers, ensuring they achieve meaningful outcomes and realize long-term value through the client’s payment solution, including payment processing, lending, and cash flow management tools. This role combines consultative engagement, structured success planning, and commercial awareness. You will act as a trusted advisor and product advocate, leading with curiosity, aligning to customer objectives, and guiding them toward sustained adoption and success while identifying opportunities to expand value. Location:

US - Remote
Manage customer relationships via a dedicated book of business, owning the overall success of your customers, and ensuring long-term satisfaction and affinity.

~ Build and foster relationships with key decision-makers and stakeholders across multiple customer teams working to understand observed issues and offer solutions.

~ Drive account-wide adoption of products and services through proactive engagements, training, and support, helping customers drive maximum value.

~ Implement carefully timed, personalized playbooks triggered by customer activities.

~ Address low payments adoption through targeted outreach and enablement, investigating and identifying potential reasons for low adoption and usage.

~ Monitor customer health and create risk mitigation plans where needed.

~ define next steps to drive user adoption and resolve risk issues.

~ Continuously analyze data and customer activity to identify opportunities for upsell, cross-sell, and account management.

~ Provide timely, reactive support for questions and concerns, and deliver high-value information, product updates, and event invitations.

Experience with payment processing, money movement, or other financial/payment products.

~ Proven experience in a customer success or account management role, ideally within a SaaS, financial software, or subscription-based business model, including at least 2 years managing a dedicated book of business in the mid-market space.

~ Strong understanding of the post-sales customer journey.

~ comfortable navigating financial conversations and cancellations.

~ A proactive and problem-solving mindset with a focus on customer outcomes.

~ Ability to analyze data and identify trends to inform customer strategies.

~ Experience with Salesforce, Gainsight, or other CRM and Customer Success platforms.

~ Experience with onboarding and implementation processes for new solutions preferred.

~ Familiarity with risk mitigation strategies to combat customer churn.

~ Structured learning and career development programs

~ Generous Paid Time Off policy

~ Paid medical leave

~ Child/Dependent care reimbursement

~ Education reimbursement

~401k match, hardship loan program, access to financial wellness advisor

~ Comprehensive healthcare coverage including medical, dental, and vision

The hourly pay range for this position is between $28.85 and $31.25 USD. This pay structure may also include a variable bonus component of $15,000.00 USD annually. There are several factors to consider including but not limited to, the role’s responsibilities, experience, location, education/training, internal equity, and key skills. MarketStar

is firmly committed to Equal Employment Opportunity (EEO) and to compliance with all federal, state, and local laws that prohibit employment discrimination. If you are an individual who identifies as someone with a disability and require reasonable accommodation(s) to complete any part of the job application process, please contact us at

people.