Casap
Customer Success Manager
New York City (HQ) · Mid
Sponsorship not specifiedDetected 442 days ago
Account ManagementQuickBooksCustomer SuccessCommunicationOrganizational SkillsNetSuite
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odds of building a lasting career here
37Risky
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- ABOUT CASAP Casap https://www.casaphq.com/ is a Series A startup that has raised over $30M from Emergence, Lightspeed, and Primary Ventures.
Responsibilities
- Manage Customer Relationships: Own a portfolio of customer accounts from go-live through renewal-building strong relationships, ensuring satisfaction, and acting as their day-to-day partner.
- Deliver a White-Glove Experience: Serve as a proactive resource and problem solver-resolving issues quickly and professionally, with an enterprise-ready approach.
- Contribute to CS Playbooks: Help build and improve internal processes, knowledge bases, and engagement strategies to scale customer success at Casap.
- Manage Customer Relationships:
- Own a portfolio of customer accounts from go-live through renewal-building strong relationships, ensuring satisfaction, and acting as their day-to-day partner.
- Drive Product Adoption:
- Support Growth & Retention:
- Help build and improve internal processes, knowledge bases, and engagement strategies to scale customer success at Casap.
Requirements
- 3-6 years of experience in a Customer Success, Account Management, or Customer Experience role at a B2B SaaS company.
- Strong relationship management skills with a track record of supporting mid-market or enterprise clients in high-touch environments.
- Experience working with technical products or integrations, ideally in fintech, regtech, or working with financial institutions.
- Highly organized, detail-oriented, and able to manage multiple customers and priorities in a fast-paced, early-stage environment.
- Strong written and verbal communication skills with a professional and empathetic tone.
- Passion for great customer experiences and excitement about building a function from the ground up!
Nice to have
- Familiarity with APIs, ERPs (e.g., NetSuite, QuickBooks), or financial system workflows is a plus.
Benefits
- Support Growth & Retention: Monitor customer health, identify risks or upsell opportunities, and partner with Sales to support renewals and expansions.
Company info
- Based in San Francisco, the company was founded by product leaders from Robinhood and Chime.
- We are on a mission to change the way banks operate by automating disputes and fighting friendly fraud.
- We're looking for a Customer Success Manager to join our growing team and serve as a trusted advisor to Casap's customers.
- Drive Product Adoption: Guide customers through onboarding milestones, usage best practices, and product updates to maximize impact and long-term success.
- Advocate for Customers Internally: Gather product feedback, surface customer pain points, and work cross-functionally with Product and Engineering to improve the customer experience.
- In this role, you'll manage ongoing relationships with banks, credit unions, and fintechs-ensuring a seamless post-onboarding experience, driving adoption, and helping customers realize the full value of Casap.
- You'll collaborate closely with our Implementation, Product, Engineering, and Sales teams to advocate for customers and help shape the future of our platform.
- Guide customers through onboarding milestones, usage best practices, and product updates to maximize impact and long-term success.
- Advocate for Customers Internally:
This listing is sourced directly from Casap's careers page and normalized into a canonical job model.