Customer Success Manager

About the Company

Casap is a Series A startup that has raised over $30M from Emergence, Lightspeed, and Primary Ventures. Founded by product leaders from Robinhood and Chime, Casap is on a mission to change the way banks operate by automating disputes and fighting friendly fraud.

Responsibilities

• Manage a portfolio of customer accounts from go-live through renewal
• Guide customers through onboarding milestones and product updates to drive adoption
• Serve as a proactive resource and problem solver for enterprise clients
• Monitor customer health to identify risks or upsell opportunities
• Gather product feedback and work cross-functionally with Product and Engineering teams
• Help build and improve internal CS playbooks and engagement strategies
• Communicate confidently with technical users and executive stakeholders

Requirements

• 3–6 years of experience in Customer Success, Account Management, or Customer Experience in B2B SaaS
• Proven track record of supporting mid-market or enterprise clients
• Experience working with technical products or integrations
• Experience in fintech, regtech, or working with financial institutions is preferred
• Familiarity with APIs, ERPs (e.g., NetSuite, QuickBooks), or financial workflows is a plus
• Highly organized and able to manage multiple priorities in a fast-paced startup environment
• Strong written and verbal communication skills