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About This Role
As a Customer Success Manager at Fin, you will be the customer's trusted guide, helping them adopt and embed Fin's suite, extract real value, and scale processes so more businesses succeed, more reliably.
Key ResponsibilitiesAI-extracted
- 1Drive broad product adoption, with special focus on Fin and AI-powered features.
- 2Design, implement, and iterate on engagement strategies and playbooks that can scale across customer segments.
- 3Own implementation and onboarding conversations for your customers, ensuring they are being set up for success from Day 1.
- 4Monitor usage & health signals proactively—identifying risks, opportunities, and expansion paths; drive intervention where needed.
- 5Collaborate closely with Sales, Solution Engineering, Education, and Product to ensure a seamless customer journey from purchase through expansion.
RequirementsAI-extracted
- 2 – 4+ years in a customer-facing role in SaaS / technology / product success or similar, with a track record of supporting complex customer needs.
- Strong interest in / experience with AI & automation support tools; ability to explain AI/Fin features and use cases to customers, and help them build workflows around them.
- Comfortable discussing technical topics such as APIs, integrations, and workflows—not an expert, but confident engaging with customers on technical questions and guiding them to resources.
- Data-driven mindset: able to monitor usage metrics, define success metrics, analyse what is / isn’t working, and adapt strategy based on results.
- Self-starter, entrepreneurial, comfortable in ambiguity; able to build processes from scratch and consistently improve them.
Perks & BenefitsAI-extracted
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