Sr. Strategic Customer Success Manager

Socure
United States
RemoteCareer-pivot friendly

Who this role is best for

Strong fit for candidates with B2B technology or fintech experience who can act as strategic partners and collaborate across cross-functional teams.

Best fit for

  • Candidates with 8+ years in B2B tech or fintech and a track record of being a trusted advisor
    — “8+ years of experience in customer success, account management, or a related field—preferably in B2B technology, fintech, or SaaS.
  • Individuals who thrive in remote settings and can manage multiple projects with shifting priorities
    — “Project management and organizational abilities; able to manage multiple projects and adapt to shifting priorities.
  • Professionals with a background in driving measurable business outcomes through customer engagement
    — “ensuring high levels of satisfaction, retention, and measurable business outcomes.

Things to consider

  • The role requires a proactive mindset to monitor and address customer risks and retention
    — “Proactively monitor customer health, identify risks, and develop action plans to address issues and ensure retention.
  • Candidates must be able to work across cross-functional teams, including sales and product
    — “Collaborate cross-functionally with sales, product, support, and executive teams.

How to stand out

  • Highlight experience in driving product adoption and value creation in your resume and interviews
    — “Guide onboarding, training, and ongoing support to drive product adoption and usage across the customer base.
  • Emphasize your ability to gather and relay actionable customer feedback to influence strategy
    — “Gather and relay customer feedback to inform product improvements and business strategy.
  • Showcase instances where you championed innovation in customer engagement models
    — “Champion innovation in customer engagement models, approaches, and value creation.
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • positive client experience
  • customer retention
  • upsell opportunities
Typical background
8+ years of experience in customer success or account management

Skills & requirements

Required

Customer SuccessAccount ManagementProduct AdoptionCustomer Health MonitoringCross-functional CollaborationCustomer Feedback

Preferred

B2B TechnologyFintechSaas

Stack & domain

Customer SuccessAccount ManagementOnboardingTrainingCustomer SupportProduct AdoptionCustomer Health MonitoringRisk IdentificationAction PlanningBusiness ReviewsPerformance ReportsValue DemonstrationsUpsell And Cross-sell OpportunitiesCustomer FeedbackCustomer Interaction RecordsCustomer Issue ResolutionInnovation In Customer EngagementCommunicationAnalytical SkillsProject ManagementOrganizational AbilitiesTechnical AptitudeCollaborationRelationship-buildingAdaptabilityCreativityProactive Approach

About the role

Original posting from Socure via Ashby

WHY SOCURE?

Socure is building the identity trust infrastructure for the digital economy — verifying 100% of good identities in real time and stopping fraud before it starts. The mission is big, the problems are complex, and the impact is felt by businesses, governments, and millions of people every day.

We hire people who want that level of responsibility. People who move fast, think critically, act like owners, and care deeply about solving customer problems with precision. If you want predictability or narrow scope, this won’t be your place. If you want to help build the future of identity with a team that holds a high bar for itself — keep reading.

The Senior Strategic Customer Success Manager is responsible for cultivating and maintaining strong relationships with Socure’s customers, ensuring high levels of satisfaction, retention, and measurable business outcomes. As a trusted advisor, the CSM partners with customers to drive adoption, maximize value, and proactively address risks. This role collaborates cross-functionally with sales, product, support, and executive teams to deliver a seamless customer experience and support Socure’s growth objectives.

JOB RESPONSIBILITIES

  • Serve as the primary point of contact for a portfolio of customers, managing the post-sale relationship and ensuring a positive client experience.
  • Build trusted relationships with key stakeholders, acting as a strategic partner and advocate for their business objectives.
  • Guide onboarding, training, and ongoing support to drive product adoption and usage across the customer base.
  • Proactively monitor customer health, identify risks, and develop action plans to address issues and ensure retention.
  • Conduct regular business reviews, performance reports, and value demonstrations to customers and executive stakeholders.
  • Collaborate with sales, product, support, and executive teams to ensure a seamless customer experience and maximize customer value.
  • Identify and pursue upsell and cross-sell opportunities in partnership with account management.
  • Gather and relay customer feedback to inform product improvements and business strategy.
  • Maintain accurate records of customer interactions, health metrics, and account plans.
  • Resolve complex customer issues by coordinating with support, product, and engineering teams as needed.
  • Champion innovation in customer engagement models, approaches, and value creation.

JOB REQUIREMENTS

  • Bachelor’s degree in Business, Marketing, Communications, or a related field.
  • 8+ years of experience in customer success, account management, or a related field—preferably in B2B technology, fintech, or SaaS.
  • Proven ability to build and manage relationships with customers and act as a trusted advisor.
  • Strong written and verbal communication skills.
  • Analytical skills to interpret customer data, identify trends or risks, and drive action.
  • Project management and organizational abilities; able to manage multiple projects and adapt to shifting priorities.
  • Technical aptitude to understand and explain Socure’s solutions.
  • Collaboration and relationship-building skills across cross-functional teams.
  • Adaptability, creativity, and a proactive approach to challenges.

Socure is an equal opportunity employer that values diversity in all its forms within our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

If you need an accommodation during any stage of the application or hiring process—including interview or onboarding support—please reach out to your Socure recruiting partner directly.

Follow Us!

YouTube https://www.youtube.com/c/Socure | LinkedIn https://www.linkedin.com/company/socure/ | X (Twitter) https://x.com/socureme | Facebook https://www.facebook.com/socure/

Source: Socure careers (Ashby)

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