Customer Success Manager

Vertice AI is a fast-growing fintech company delivering practical, consumable AI to credit unions and community banks. We are expanding our Customer Success Team, Hiring a Customer Success Manager—a driven, relationship-focused professional who will own the post-sale experience and help our customers realize meaningful outcomes from our Solutions.

This role is designed for customer success professionals who thrive in fast-moving environments, enjoy building deep client relationships, and want to make a meaningful impact at a high-growth startup. We wear many hats here—our mantra is lead and do—and the right person will see that as an opportunity, not a challenge.

Core Competencies & Attributes

• Team-first mindset with the flexibility to contribute across functions as needed
• Comfortable operating in an environment where priorities evolve and ownership matters
• Strong interest in professional growth and long-term career development
• Entrepreneurial mentality with a bias toward action and accountability
• Alignment with Vertice AI’s values of innovation, execution, and measurable impact

What You’ll Do

• Own the full client onboarding experience—from kickoff through go-live—ensuring a smooth, high-quality transition from sales to success
• Maximize client value from our Solutions by understanding client's strategy, objectives, and goals, and aligning support to these
• Manage project schedules that define activities, sequence, dependencies, work effort, and duration
• Define and coordinate appropriate internal and external resources to meet project and client needs
• Ensure all assigned clients are engaged through meaningful, value-added communication that strengthens the relationship
• Promote and drive platform adoption by collaborating with customers on the creation of measurable goals aligned with their objectives
• Align with stakeholders at all levels to ensure our tools support their operational requirements
• Analyze data and prepare executive-ready presentations that demonstrate Solution performance and ROI
• Take initiative, ask thoughtful questions, and approach complex problems with creativity and resourcefulness

Who You Are

• A self-starter who thrives in a growth-stage SaaS environment and genuinely enjoys helping customers succeed
• Organized and proactive in managing multiple accounts and competing priorities without dropping the ball
• Confident managing relationships with senior stakeholders, including C-suite and executive-level audiences
• A strong communicator—written and verbal—who can simplify complexity and deliver compelling presentations
• Motivated by helping community financial institutions compete with large banks investing heavily in AI
• Execution-oriented and outcome-focused, with a strong sense of ownership over your accounts

Qualifications

• Minimum 3 years of experience in a customer success or similar role for an enterprise software solution company; OR minimum 3 years of experience at a community financial institution as a business analyst or marketing role
• Comfort and fluency with data analysis and manipulation using tools such as Excel, Python, or equivalent
• Experience working with common LLMs to improve efficiency in work (e.g., Claude, ChatGPT)
• Proven ability to manage project schedules, coordinate resources, and drive client outcomes
• Outstanding interpersonal and relationship management skills across all levels of an organization
• Excellent written and verbal communication skills with demonstrated ability to present to executive audiences
• Proven ability to deliver creative solutions to complicated problems

How to Apply

Follow the steps listed in the application form to submit an application. Only applications submitted through the form will be considered.

Application Form: https://forms.clickup.com/90131166385/f/2ky3rx5h-25553/E0FPO1MCTN590ZQXTR

If you’re excited about building something meaningful while helping credit unions grow member engagement with data and AI, we’d love to talk!