About the Role
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.
About the Team
The Customer Success team is a distributed group of 10+, led by a manager and a Director, supporting CSMs across the US. We work closely with executives at Credit Unions of all sizes, guiding them through onboarding, adoption, and long-term growth.
Our culture is high-trust and high-accountability. We value progress over perfection and empower CSMs to take ownership of their portfolio while collaborating closely with product, implementation, and support. The people who thrive here are resilient, bring positive energy, and act with a bias to action in an environment that is still evolving.
With the company on a strong growth path, this is a chance to join at a pivotal moment and help shape how we deliver value to customers while growing into larger, more strategic accounts.
What You’ll Do
Within 3 months, you will:
Step in to 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 your first process improvement initiatives, strengthening team consistency and predictability.
Take over the first half the team, focused on mid-market CUs
Within 6 months, you will:
Guide the team through high-stakes renewals with confident, predictable forecasting.
Elevate executive-level storytelling and commercial readiness across the team’s largest accounts, ensuring consistent, confident representation in board or C-suite conversations
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.
Take over full leadership over the team, including our Lighthouse accounts
Within 9 months, you will:
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.
What You’ll Bring
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.
Please note that this role may evolve as our business needs change, so we appreciate your flexibility and adaptability.
What’s In It For You?
Remote Flexibility: Enjoy the freedom of remote work from anywhere, balancing life and career seamlessly.
Unforgettable Off-Sites: Twice a year, bond with colleagues in exciting destinations, fostering teamwork and fresh ideas.
Paid Time Off: Enjoy flexible PTO days yearly for relaxation and rejuvenation.
Stock Options: Joining us means having a stake in our success, so you'll receive stock options as part of your compensation package.
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.
About Us
Clutch is a revolutionary vertical SaaS company, proudly backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change the lives of their members. As a champion of financial well-being, we address the urgent need for affordable lending solutions in an era where the average American grapples with over $155,000 in household debt. Unlike traditional financial institutions, Clutch develops software to turn Credit Unions into FinTech lenders and leverage their balance sheets to responsibly lend to over 130M Americans. Our mission extends beyond mere financial transactions; we strive to fundamentally enhance the way credit unions interact with their members. By integrating cutting-edge technologies and user-centric designs, we help credit unions provide seamless digital experiences that are on par with leading tech companies. This approach not only preserves but revitalizes the longstanding tradition of community and member-focused service inherent to credit unions.
Clutch is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Our organization participates in E-Verify. Click here to learn about E-Verify.
A Note About AI at Clutch
We love AI. We use it often and encourage our team to creatively and effectively leverage AI tools in their work. If you join Clutch, we hope you'll bring the same enthusiasm for exploring how AI can amplify impact, productivity, and innovation.
That said, during the interview process, we want to hear your thoughts. Please approach interviews without the use of AI tools—our goal is to get to know how you think, solve problems, and communicate. Once you're in the seat, bring on the prompts!
