What are the responsibilities and job description for the Senior Customer Success Manager position at Tapcheck?
About The Job
The Senior Customer Success Manager is the strategic anchor of the customer relationship — responsible for driving adoption, value realization, and proactive retention across a portfolio of accounts. You will serve as a trusted advisor to customers, ensuring they achieve measurable business outcomes while identifying and mitigating risk before it ever reaches the commercial layer.
This role is built for someone who is proactive by nature, operationally disciplined, and energized by building customer relationships at scale. You bring a project management mindset, a bias toward data-driven action, and the executive presence to influence outcomes at every level of the customer organization.
This role offers both a remote and hybrid option. Employees located within 30 miles of Plano TX, are required to be in-office Tuesday through Thursday each week.
If remote, Ideally, candidates will sit in the following states: AL, AZ, CA, CO, DC, DE, FL, GA, ID, IL, LA, MI, MA, MO, NC, NH, NJ, NV, NY, PA, OR, OH, RI, SC, TX, UT, VA, WA, WI.
What You'll Do
Customer Adoption & Value Realization
What You've Done
Tapcheck is a digital platform offering an easy and convenient way to access on-demand earnings early. Available at no cost to employers, our app-based on-demand pay solution helps relieve the financial stress that many employees experience on a daily basis.
The Tapcheck team is passionate about our mission to improve financial wellness and boost business productivity. By giving workers the ability to transfer wages they've earned directly to their bank account or pay card without waiting for payday, Tapcheck eliminates the need for high-interest payday loans or employer-funded cash advances.
How We Get Things Done
Our core values act as a steadfast guide, directing our decisions and anchoring our actions. We consider these values non-negotiable, especially when it comes to our hiring process.
Compensation at Tapcheck is competitive and benchmarked to your role and the market. We're committed to a total rewards package that reflects your impact. Full details are shared as part of our hiring process.
Equal Employment Opportunity Policy
Tapcheck, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
The Senior Customer Success Manager is the strategic anchor of the customer relationship — responsible for driving adoption, value realization, and proactive retention across a portfolio of accounts. You will serve as a trusted advisor to customers, ensuring they achieve measurable business outcomes while identifying and mitigating risk before it ever reaches the commercial layer.
This role is built for someone who is proactive by nature, operationally disciplined, and energized by building customer relationships at scale. You bring a project management mindset, a bias toward data-driven action, and the executive presence to influence outcomes at every level of the customer organization.
This role offers both a remote and hybrid option. Employees located within 30 miles of Plano TX, are required to be in-office Tuesday through Thursday each week.
If remote, Ideally, candidates will sit in the following states: AL, AZ, CA, CO, DC, DE, FL, GA, ID, IL, LA, MI, MA, MO, NC, NH, NJ, NV, NY, PA, OR, OH, RI, SC, TX, UT, VA, WA, WI.
What You'll Do
Customer Adoption & Value Realization
- Drive customer onboarding, product adoption, and ongoing engagement across your portfolio
- Align product value to customer business outcomes, ensuring customers realize measurable ROI
- Lead strategic business reviews and customer success planning sessions
- Deliver proactive recommendations and best practices that improve customer outcomes
- Monitor customer health, product usage, and engagement trends to identify churn risk early
- Execute mitigation strategies and success playbooks for at-risk accounts
- Partner with Account Management on save motions, retention plans, and renewal strategies
- Build trusted relationships with customer stakeholders at all levels of the organization
- Serve as the primary strategic advisor for product adoption and operational best practices
- Execute proactive engagement cadences and lifecycle strategies across your book of business
- Maintain accurate customer health data, account insights, and lifecycle tracking in Salesforce and CS platforms
- Execute customer success playbooks and engagement frameworks with consistency and discipline
- Leverage customer signals and usage data to prioritize action and drive outcomes at scale
- Contribute to scalable CS processes, programs, and operational improvements
- Identify customer growth opportunities through usage trends, business needs, and stakeholder conversations
- Partner with Account Management to surface and support expansion strategies
- Advocate for customer needs internally while balancing business objectives
What You've Done
- Spent 5–10 years in Customer Success, Strategic Customer Management, or Account Management within SaaS
- Managed a portfolio of accounts with clear ownership of retention, adoption, and customer health outcomes
- Driven measurable reductions in churn and improvements in customer engagement and product adoption
- Built and maintained relationships with executive stakeholders across complex, strategic accounts
- Operated with high autonomy and discipline in a fast-paced, high-growth SaaS environment
- Used data and customer health signals to proactively identify risk and drive action
- Worked in Fintech, HRTech, Payroll, Benefits, or a PE-backed SaaS environment
- Navigated segmented account models in a high-growth SaaS organization
- Applied customer health scoring frameworks and digital engagement models at scale
- Used Salesforce and CS platforms such as Gainsight, ChurnZero, or Catalyst
Tapcheck is a digital platform offering an easy and convenient way to access on-demand earnings early. Available at no cost to employers, our app-based on-demand pay solution helps relieve the financial stress that many employees experience on a daily basis.
The Tapcheck team is passionate about our mission to improve financial wellness and boost business productivity. By giving workers the ability to transfer wages they've earned directly to their bank account or pay card without waiting for payday, Tapcheck eliminates the need for high-interest payday loans or employer-funded cash advances.
How We Get Things Done
Our core values act as a steadfast guide, directing our decisions and anchoring our actions. We consider these values non-negotiable, especially when it comes to our hiring process.
- Humility: We believe in the power of humility. We value team players who are down-to-earth, respectful, and open to learning from others. Our employees approach challenges with a positive attitude, acknowledging their strengths and weaknesses while celebrating the achievements of their colleagues.
- Grit: We admire individuals with grit – those who demonstrate unwavering determination and resilience in the face of obstacles. At Tapcheck, we take pride in overcoming challenges together, pushing the boundaries of what is possible, and embracing failure as an opportunity for growth.
- Raising the Bar: Continuous improvement is at the heart of our culture. We are committed to setting high standards and pushing ourselves to exceed them. We seek employees who are innovative and strive for excellence, constantly seeking ways to enhance our products, services, and processes.
- Striving for Growth: We foster an environment that encourages personal and professional development. Our employees are driven to learn, grow, and adapt to new circumstances. We support individuals who take initiative, seek out new challenges, and actively contribute to their own growth and the growth of the company.
- Mission that matters. We're changing how Americans access their pay — giving workers financial flexibility without the debt trap of payday loans.
- Flexible PTO. No accrual caps, no counting days. Take the time you need.
- 10 paid holidays. Including both Christmas Eve and New Year's Eve.
- Comprehensive health coverage. Medical through Blue Cross Blue Shield of Texas (PPO and HDHP options, HSA-eligible with employer contribution), plus dental and vision through MetLife.
- FSA, Basic Life/AD&D, and an Employee Assistance Program (EAP).
- 401(k) with a 100% match up to 3% of your salary, through Mutual of America. Eligible after 90 days.
- A team that lives its values. Humility, grit, and a genuine drive to raise the bar — every day.
Compensation at Tapcheck is competitive and benchmarked to your role and the market. We're committed to a total rewards package that reflects your impact. Full details are shared as part of our hiring process.
Equal Employment Opportunity Policy
Tapcheck, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.