Principal Customer Success Manager, Financial Services

Principal Customer Success Manager, Financial Services at OfferFit – Austin, TX, USA

OfferFit is redefining revenue optimization for the financial services sector, and we need a visionary leader to own the customer journey from onboarding to expansion. As the Principal Customer Success Manager, Financial Services, you will partner with top‑tier banks, fintechs, and insurance firms to ensure they extract maximum value from our AI‑driven pricing platform. Your strategic guidance will directly influence client retention, upsell velocity, and the broader adoption of data‑centric pricing models across the industry. Reporting to the VP of Customer Success, you will mentor a high‑performing team of managers and analysts, shaping the roadmap for enterprise‑level engagements while positioning yourself for future executive leadership within OfferFit’s fast‑growing global organization.

- Lead the end‑to‑end success lifecycle for Fortune‑500 financial institutions, driving adoption, renewal, and expansion targets.
- Design and execute customized success plans that align OfferFit’s analytics with clients’ risk, compliance, and revenue goals.
- Analyze usage data, financial KPIs, and market trends to deliver proactive insights and strategic recommendations.
- Collaborate with Product, Sales, and Engineering to translate client feedback into roadmap enhancements and new feature rollouts.
- Coach and develop a team of Customer Success Managers, fostering a culture of data‑driven problem solving and continuous improvement.
- Own executive‑level stakeholder relationships, presenting quarterly business reviews that highlight ROI, cost savings, and growth opportunities.
- Champion best practices in financial services SaaS delivery, ensuring compliance with industry regulations such as GDPR, CCPA, and PCI DSS.

Why Join OfferFit? Our culture thrives on curiosity, impact, and collaboration—values that empower you to innovate at the intersection of finance and technology. Based in vibrant Austin, TX, USA, you’ll work alongside industry thought leaders who are shaping the future of pricing intelligence. We invest heavily in professional development, offering mentorship, advanced analytics training, and pathways to senior leadership roles. As the financial services landscape accelerates toward AI‑enabled decision making, your role will be pivotal in driving market transformation and delivering measurable business outcomes. Join us to lead a mission‑critical function, enjoy flexible work arrangements, comprehensive health benefits, and a competitive equity package that aligns your success with the company’s growth.