Eltropy is on a mission to disrupt the way people access financial services. The Regional Manager, Customer Success will lead a team of Customer Success Managers in the Western USA, focusing on regional performance and team development while engaging directly with customers.
Responsibilities:
- A team of 5–8 Customer Success Managers covering the Western part of USA
- Regional performance: renewal rate, NRR, product adoption, and customer health
- Account strategy, pipeline reviews, QBR prep, and weekly 1:1s
- Hiring, onboarding, and ongoing skill development
- On-site customer engagement when your team needs you in the room
- Cross-functional alignment with Sales, Support, Product, and Services
- You will team up with the Onboarding Management team to ensure successful and on time delivery of new and expansion projects
Requirements:
- 3–5 years of experience leading a team of CSMs in B2B SaaS
- The ability — and willingness — to dive deep into customer situations yourself
- A coaching instinct: you develop people, not just manage them
- Strong CS operations fundamentals: forecasting, health scoring, renewal workflows
- Executive-level communication: you turn a complex portfolio into a crisp story for leadership
- Comfort traveling within the West to be present where it matters