Sr. Customer Success Manager
CertifID(1 month ago)
About this role
The Senior Customer Success Manager at CertifID manages a blended portfolio of enterprise and mid-market customers through the full post-sale lifecycle. The role focuses on driving product adoption, ensuring high retention, and guiding customers through change in order to improve security against wire fraud. This position operates in a fast-growing startup environment with strong cross-functional collaboration and influence on customer experience and product direction. The CSM will be a key advocate for customers while supporting CertifID’s broader mission to fight real estate wire fraud.
Required Skills
- Customer Success Management
- Portfolio Management
- Client Onboarding
- Business Reviews
- Stakeholder Management
- Change Management
- Risk Management
- Data Analysis
- Customer Health Monitoring
- Usage Reporting
+17 more
Qualifications
- 7+ years of experience in customer success
About CertifID
certifid.comCertifID is a fintech security company that helps organizations verify bank account ownership and prevent — and recover from — wire fraud. Its platform authenticates payee banking information, secures transaction workflows, and pairs technology with a human-backed recovery process and financial guarantee to reduce losses and speed resolution. CertifID primarily serves real estate, title, legal, and financial services firms with portals, integrations, and compliance-focused workflows. Organizations use it to save time, lower wire‑fraud risk, and give employees, clients, and partners greater peace of mind.