Method
Head of Customer Success
New York, NY · Exec
Sponsorship not specified$225k-$275kDetected 133 days ago
OKRsCustomer SuccessLeadership
About the role
- MEET METHOD Method has built the most modern way to connect to consumer financial accounts.
- We have helped 45+ million users connect 350+ million liability accounts credential-less and processed over $2.5B in payments, helping users save millions in interest.
- We're a team of 50+ people spread across offices in Austin, SF, New York City, and Washington D.C!
Responsibilities
- Lead and scale the team - Build, mentor, and empower a high-performing customer success organization. Create the conditions for your team to thrive while moving from "manual heroics" toward repeatable, scalable workflows.
- Define and enforce service standards - Establish clear SLAs for support and implementation. Build internal accountability loops that ensure consistent delivery of high-quality service.
- Seasoned leader with 10+ years in client-facing roles, including experience leading customer success strategies, managing fintech partnerships, working with API products, and building high-performing teams.
- Exceptional collaborator who builds strong relationships across diverse teams and organizations.
- Build the CS Operating System - Design and manage the day-to-day operating cadence.
- Combining real-time liability connectivity with instant payment execution, Method's API is designed to make it easy for people to connect their financial accounts to the apps and services they want to use.
- One in every three credit cards in the United States is in the Method ecosystem and leading financial institutions like SoFi, Bilt, Cleo, Sezzle, Figure & Aven rely on our APIs to build magical experiences for millions of consumers.
- As Method's Head of Customer Success, you'll architect and execute the post-sales engine that drives Method's growth.
- Reporting directly to the CEO, you'll build world-class customer relationships while establishing the systems, processes, and teams that transform our high-growth fintech product into a predictable, scalable revenue driver.
- You'll own the entire customer lifecycle, from signed contracts through onboarding, steady-state operations, renewal, and expansion.
Requirements
- Proven track record in consulting, pre-sales, technical customer success, or similar roles demonstrating measurable operational and commercial impact.
- Experience in finance or fintech industries.
- Track record in early-stage or startup environments.
- Familiarity with Linear, Retool, and modern CS tech stacks.
Compensation
- $225,000 - $275,000.
Benefits
- Establish clear reporting structures for team OKRs, health scores, and cross-functional KPIs that provide transparent visibility into our book of business.
Company info
- Accelerate Time-to-Value - Own and relentlessly optimize the onboarding and implementation lifecycle. Remove bottlenecks to ensure customers realize ROI as quickly as possible and experience seamless success from day one.
- Become a trusted advisor - Develop deep expertise in customers' businesses, challenges, and objectives. Position Method as an essential strategic partner in their success.
- To learn more about us, check out our blog https://methodfi.com/resources/company-updates!
This listing is sourced directly from Method's careers page and normalized into a canonical job model.