Customer Success Manager at Method Financial

Austin, Texas, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

5+ years of experience in a client-facing role ideally in technology, investment banking, or consulting
Exceptional project management and organizational skills, with a heightened focus on attention to detail, strong sense of urgency, proactivity, and independence
Strong business sense and understanding of underlying drivers and strategy of our customer’s businesses
Strong written communication as well as ability to grasp technical concepts
Natural curiosity to stay up to date with new technologies and emerging Fintech trends
A capability to work well with a wide range of people, both internally and externally
Extra awesome: Experience in FinTech
Extra awesome: Experience with API first companies
Extra awesome: Experience working in a start-up environment
Extra awesome: Knowledge of Linear, Slack, Google Sheets, and Retool

Responsibilities

Become a trusted advisor to our customers, deeply understand their business and needs, and help them maximize the value they get from Method
Be the customer’s internal advocate, helping ensure an excellent Method experience, and gathering feedback to shape Method’s product roadmap
Be technically savvy enough to help guide customers and respond to questions while also having a strong business sense to create opportunities to drive the economics of the business forward in a way that both companies succeed
Demonstrate initiative and provide genuine value to the customer, rather than simply responding to issues as they arise

Skills

Key technologies and capabilities for this role

Customer SuccessAccount ManagementRelationship BuildingFintechAPI IntegrationBusiness Strategy

Questions & Answers

Common questions about this position

What is the work location for this Customer Success Manager role?

The role is hybrid and can be based in either our Austin or New York City offices.

What experience is required for this position?

Candidates need 5+ years in a client-facing role, ideally in technology, investment banking, or consulting, along with exceptional project management skills and strong business sense.

What does the customer success team look like?

You'll join a tight-knit team that owns the complete post-sales lifecycle, working closely with Technical Integration Engineers, the Head of Customer Success, and the CEO.

What is the salary or compensation for this role?

This information is not specified in the job description.

What makes a strong candidate for this Customer Success Manager position?

Ideal candidates are passionate about building relationships, have a strong sense of urgency, proactivity, independence, technical savvy, and thrive on scaling businesses while becoming trusted advisors to customers.

Method Financial

API for comprehensive debt management solutions

About Method Financial

MethodFi provides a debt management solution through a single application programming interface (API) that allows developers to integrate features like loan repayment and balance transfers into their applications. The API can handle various types of debts, including student loans and credit cards, and retrieves real-time data without needing user credentials. MethodFi differentiates itself by lowering lending risk and increasing revenue for businesses while improving users' financial health. The company generates revenue by charging for its API and related services, including compliance and identity verification.

Austin, TexasHeadquarters

2021Year Founded

$18MTotal Funding

SERIES_ACompany Stage

Fintech, Financial ServicesIndustries

11-50Employees

Benefits

💰 Competitive salary + equity

🧑‍💻 Remote first + flexible work schedule

🏡 Home office stipend + hardware

🏖️ Unlimited PTO

🏥 Full healthcare

📚 Learning stipend

👶 Paid parental leave

🏫 Student loan repayment

Risks

Increased competition from fintech startups may dilute Method's market share.

Reliance on partnerships poses risks if partners develop in-house solutions.

Rapid scaling plans could lead to operational challenges and resource strain.

Differentiation

Method Financial offers a debt-agnostic API for diverse liabilities management.

The API provides real-time data without requiring user credentials, enhancing security.

Method's partnerships, like with BitPay, integrate crypto payments with traditional finance.

Upsides

Partnerships with companies like Happy Money enhance debt consolidation and payment processes.

Rising demand for real-time financial data integration boosts Method's market potential.

Method's $16M Series A funding supports product development and team expansion.

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