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Salary: USD 90,000 - 110,000 / annual
G2 Risk Solutions helps organizations make safer, smarter business decisions through risk, compliance, and merchant monitoring solutions. This Senior Customer Success Manager role is at the heart of the Bankruptcy Risk business, leading relationships with strategically important customers in the financial services sector.
You will own retention and renewal for a portfolio of Bankruptcy Risk accounts, including some of the company's largest customers. Your responsibilities include setting renewal strategy early, leading commercial discussions with Sales and Legal to protect recurring revenue, and developing clear account strategies grounded in customer priorities, adoption risks, and opportunities. You will proactively monitor customer health across the portfolio, identify risk early, and own mitigation and recovery plans through resolution.
Key responsibilities also include partnering with Sales to identify and develop growth opportunities across bankruptcy solutions, building trusted relationships across customer organizations from day-to-day users to senior decision-makers, and leading strategic business reviews that start with customer priorities and demonstrate solution outcomes. You will lead the customer relationship through onboarding and implementation, partnering with Business Operations, Product, and Engineering to help customers go live, adopt solutions, and realize value quickly.
You will bring customer feedback, emerging needs, and recurring friction points to Product and Operations to improve the customer experience and shape future solutions. You will help customers use solutions effectively through tailored education connecting platform capabilities to their bankruptcy workflows and business goals. When questions or service issues arise, you will own the customer relationship, coordinating with appropriate teams to reach timely resolution.
As a senior contributor, you will lead and motivate the team, set clear priorities, hold people accountable for results, and continuously evaluate processes, workflows, and tools to find improvement areas and drive changes that increase efficiency and quality.
Customers include banks, credit unions, lenders, mortgage servicers, debt buyers, and collection agencies. Bankruptcy solutions help them move from detecting a filing to monitoring a case, filing a claim, and tracking recovery.
REQUIREMENTS:
- 5+ years in Customer Success, Strategic Account Management, Enterprise Account Management, or related customer-facing role with enterprise customers
- Demonstrated success managing strategic or enterprise portfolios with accountability for retention and renewals, and partnering with Sales on growth
- Experience leading executive-level customer engagements and navigating complex stakeholder environments
- Bankruptcy, collections, consumer lending, mortgage servicing, or financial services experience strongly preferred
- B2B SaaS, technology, data, or information services experience preferred
- Salesforce, HubSpot, and customer success technologies experience preferred
- Bachelor's degree preferred
