We’re looking for a Customer Success Manager (CSM) who’s part strategist, part operator, and fully invested in helping partners grow.

You’ll manage a portfolio of relationships across financial institutions and digital banks, shaping strategies, analyzing performance, and driving initiatives that create real business impact. You won’t just advise, you’ll own the outcomes.

This is a high-visibility role for someone who thrives at the intersection of data, strategy, and relationship management and wants to make a tangible impact on business growth.

*This role is open to remote or hybrid candidates (East coast preference), with hybrid being central to our New York, NY or Charlotte area offices. Must be able to work Eastern Standard Time hours.

What You’ll Do:

• Own relationship success: Build and deepen relationships with key customers with our deposits vertical, understanding their business goals and ensuring Bankrate delivers measurable results.
• Architect for scale: Identify opportunities to automate routine tasks and build scalable operational processes, ensuring our CS engine runs efficiently as the portfolio expands. Help evolve our approach to customer success by developing playbooks, frameworks, and best practices for how we grow together.
• Be the data authority: Dig into performance data using Excel and visualization tools (Looker/Tableau) to diagnose health, identify growth levers, and provide evidence-based recommendations.
• Lead conversations that matter: Drive discussions, reviews, and recommendations that influence strategic decisions.

What We're Looking For:

• 2-3 years of experience in Customer Success, Partner Management, Account Management, Strategy, or Consulting. Experience within Financial Services (Banking, Fintech, BaaS) a plus.
• Analytical and curious — you dig into the data to understand what’s really driving results. Strong analytical skills needed, with comfort working in Excel/Sheets and data visualization tools (Looker, Tableau, etc).
• Experience using CRM tools to automate workflows and scale operations.
• A strong communicator who can simplify complexity and tell compelling stories with numbers. 
• Demonstrated ability to manage customer relationships through performance analysis and outcome-based decision-making.
• Entrepreneurial mindset — comfortable navigating ambiguity and building structure from scratch.
• Relationship-driven — you build trust through insight, not just rapport

Compensation: 

This range reflects total cash compensation, which may include base salary only or base salary plus target bonus, depending on the role. Where eligible, equity may also be offered separately and not included below. Actual compensation varies based on location, experience, and qualifications.

• Total Cash Compensation Range: $80,000 - $100,000 per year
• New York City Total Cash Compensation Range: $100,000 - $125,000 per year

Additionally, the following benefits are provided by Red Ventures, subject to eligibility requirements.

• Health Insurance Coverage (medical, dental, and vision)
• Life Insurance
• Short and Long-Term Disability Insurance
• Flexible Spending Accounts
• Holiday Pay
• 401(k) with match
• Employee Assistance Program
• Paid Parental Bonding Benefit Program
• Flexible Paid Time Off (PTO): We believe time to rest and recharge is essential.  That’s why we offer a generous and flexible PTO policy.  Full-time employees accrue 20 days of PTO for a full calendar year annually, with an increase to 25 days after five years of service.

Who We Are:

Bankrate is redefining the future of financial decision-making. For nearly five decades, we’ve empowered tens of millions of consumers to make smarter financial choices and helped hundreds of leading financial institutions grow. Today, we’re evolving from a marketplace into a next-generation technology platform—underpinned by proprietary data, AI-driven innovation, and deep enterprise integrations. With  our track record of delivering consumers quantifiably better offers—for example, on home loans  where we lead the market—Bankrate stands at the center of the $60B U.S. financial services acquisition opportunity. As we expand through  omnichannel marketing and strategic  partnerships, and launch  unique consumer product applications, we’re building a more efficient, personalized, and connected financial ecosystem—one grounded in trust. Join us as we transform five decades of credibility into the next era of financial technology.

Red Ventures is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at Red Ventures is based solely on a person's merit and qualifications. 

We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact [email protected]. 

If you are based in California, we encourage you to read this important information for California residents linked here.

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