Customer Success Manager

We are Earnix

We enable insurers and banks to provide faster, smarter, and safer prices and personalized products. With our products, insurers and banks can offer personalized value to every customer, every time, and in full alignment with their corporate business strategy, goals, and objectives.

With over 80 customers across the five continents, Earnix has been consistently innovating for Banks and Insurers around the globe. We have offices in the Americas, Europe, Asia Pacific, and Israel. ​


We are looking to hire a Customer Success Manager who will be responsible for maintaining and expanding relationships with a portfolio of customers in the US.

What you'll do

o Be the customer advocate within the organization - operating as the lead point of contact for customer matters specific to your accounts. Representing the company at customer accounts and voicing customers’ needs internally

o Own shared responsibility for customer churn

o Review customer status and seek resolution for open issues (bugs, product features, requests for additional licenses, regulation changes)

o Own responsibly on invoice payments, renewals, contractual changes

o Collaborate with our sales team to achieve quotas while keeping our clients highly engaged

o Identify up-sell opportunities and communicate them to the relevant business line owner

o Facilitate and support up-sell processes 

o Establish productive and close relationships with key stakeholders at customer accounts, and hold regular meetings (both onsite and remote) with customers

o Communicate the progress of monthly/quarterly initiatives to internal and external stakeholders

o Maintain all information of customer activity within the CRM platform 


o 4 + years of previous proven experience as a Customer Success Manager in a Global SaaS software organization

o CSM Experience with Enterprise customers

o Ability to work in a multicultural environment

o Knowledge and experience working in the financial services/Fintech industries – A Must

o Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level

o Strong interpersonal skills, people person

o Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to details

o Spanish

o Willingness to travel extensively

o Motivation, flexibility, proactiveness, ability to work independently and as a part of a team

o B.Sc. Industrial Engineering or other relevant bachelor’s or Master’s degree

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