Customer Success Manager, Upstart

• 5+ years of experience in a customer facing consulting, financial services, or operations role — ideally within a fintech or financial institution
• Exceptional interpersonal and communication skills, with proven success collaborating across diverse teams and stakeholders
• Client-focused mindset with the ability to build strong relationships with lending partners; experience in customer support, account management, or other external-facing roles is a plus
• Self-starter attitude with a track record of thriving under pressure, managing multiple priorities, and taking initiative in ambiguous environments — no task too big or too small
• Strong analytical, problem-solving, and prioritization skills, with the ability to turn insights into actionable results
• Collaborative team player who embraces flexibility, adaptability, and a willingness to “wear many hats” in a dynamic environment

Desirable

• As a Customer Success Manager, you will work directly with lending partners supporting their compliance, financial and product needs
• Respond rapidly to client requests and questions, ensuring all communications are timely, accurate, and professional
• Drive business and revenue growth by partnering with financial institutions, managing projects end-to-end, ensuring compliance, and effectively negotiating priorities and deadlines
• Collaborate cross-functionally with Product, Engineering, Compliance, Legal, Finance, and Operations teams to identify issues, implement new features, and deliver effective solutions
• Champion the partner experience by gathering feedback, advocating for product enhancements, navigating regulatory concerns, and ensuring their needs are clearly represented internally
• Continuously improve processes by streamlining workflows, implementing automation where possible, increasing efficiency, and elevating the overall partner experience, all while maintaining compliance and quality standards