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As a Senior Manager, Customer Success, you’ll lead a team of six experienced CSMs serving mid-market and Lighthouse Credit Unions, including several of Clutch’s largest and most strategic customers with contracts up to and above $1M+ ARR, and most of them in $200-400K range. These are complex, relationship-driven customers who rely on Clutch to power critical parts of their digital member experience. You’ll drive post-implementation success , ensuring customers deploy new features, realize measurable value, and expand their partnership with Clutch. You’ll own outcomes across retention, expansion sourcing, and building scalable processes and playbooks across the CS org. The ideal candidate is comfortable coaching CSMs on executive-level renewals while building repeatable frameworks that scale. You’ll work closely with Product, Support, and Professional Services to guide feature rollouts, strengthen adoption, and deepen executive alignment. You’ll join as Clutch’s CS org evolves from a high-touch, fast-moving startup into a scalable, data-driven structure, shaping the playbooks and cadences that define our next stage of growth. This is a remote role open to US-based candidates, with about 10% travel for customer visits and internal onsites.
Job Responsibility:
Lead a team of six experienced CSMs serving mid-market and Lighthouse Credit Unions, including several of Clutch’s largest and most strategic customers with contracts up to and above $1M+ ARR
Drive post-implementation success, ensuring customers deploy new features, realize measurable value, and expand their partnership with Clutch
Own outcomes across retention, expansion sourcing, and building scalable processes and playbooks across the CS org
Coach CSMs on executive-level renewals while building repeatable frameworks that scale
Work closely with Product, Support, and Professional Services to guide feature rollouts, strengthen adoption, and deepen executive alignment
Shape the playbooks and cadences that define our next stage of growth
Quarterback challenging customer situations, earning trust from both your team and senior stakeholders
Implement operating cadences and take full ownership of the team’s KPIs and forecasting accuracy
Identify and lead process improvement initiatives, strengthening team consistency and predictability
Guide the team through high-stakes renewals with confident, predictable forecasting
Elevate executive-level storytelling and commercial readiness across the team’s largest accounts
Launch new playbooks and standardized motions that improve adoption, expansion sourcing, and customer engagement
Strengthen collaboration with Product, Support, and Professional Services to align on rollout priorities and success metrics
Refine and scale the product-deployment motion, ensuring consistent rollout success across all portfolios
Establish repeatable executive engagement programs owned by the team, maintaining strong coverage and strategic alignment
Standardize core CS processes and playbooks across the org, supported by data-driven performance insights
Be recognized as a key voice in evolving Customer Success operations and influencing cross-functional strategy
Requirements:
5+ years of people leadership experience in Customer Success or Account Management, ideally leading CSMs in post-implementation, B2B SaaS environments
Expertise in fintech or other regulated, complex industries where success requires executive alignment, precision, and cross-functional coordination
Experience leading CSMs who manage strategic or enterprise-level customers, with a focus on coaching executive presence and commercial acumen
Strength in coaching and talent development, building confident, accountable CSMs who own their outcomes
Proven success in renewal and expansion mechanics, including forecasting, pipeline management, and joint sales motions
Strong operational skills, capable of bringing clarity and structure to evolving processes in a fast-paced, scaling environment
Executive presence and storytelling ability, able to guide senior stakeholders through strategic and high-stakes conversations
Bias to action and ownership mindset, moving initiatives forward amid ambiguity while maintaining strong team alignment
Data fluency, with the ability to interpret team and customer data, identify trends, and drive continuous improvement
Collaborative approach, working closely with Product, Support, and Professional Services to execute shared customer outcomes
Comfort with modern CS tooling, with bonus points for Planhat or low-code automation experience
Remote-first fluency with the ability to lead distributed teams effectively through clear communication and measurable accountability
Nice to have:
Comfort with modern CS tooling, with bonus points for Planhat or low-code automation experience
What we offer:
Remote Flexibility
Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations
Paid Time Off: Enjoy flexible PTO days yearly
Stock Options
Home Office Setup: Create your ideal workspace with a dedicated budget for home office essentials
Work Trip Budget: Grow personally and professionally with a budget for work-related trips and co-working
Health Coverage: Prioritize your well-being with comprehensive health and dental insurance plans