Associate Customer Success Manager

Method has built the most modern way to connect to consumer financial accounts. Combining real-time liability connectivity with instant payment execution, Method’s API is designed to make it easy for people to connect their financial accounts to the apps and services they want to use.
We have helped 45+ million users connect 350+ million liability accounts credential-less and processed over $2.5B in payments, helping users save millions in interest. One in every three credit cards in the United States is in the Method ecosystem and leading financial institutions like SoFi, Bilt, Cleo, Sezzle, Figure & Aven rely on our APIs to build magical experiences for millions of consumers.
We’re a team of 50+ people spread across offices in Austin, SF, New York City, and Washington D.C! We’re excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog!

Method's API powers some of the most interesting financial products being built right now — and a meaningful portion of our customer base is made up of scrappy, fast-moving fintechs that go live in 4-6 weeks, integrate cleanly, and generate durable recurring revenue on their own. They don't need a lot of hand-holding. But they do need someone paying attention.

This role owns that segment. You'll carry a book of ~30 scale-tier accounts — handling onboarding for new customers, running a lightweight retention motion for existing ones, and making sure nothing falls through the cracks at renewal. It's less about executive relationship management and more about operational precision: knowing where each account stands, surfacing the ones that need attention, and executing a clean process for the ones that don't.

If you want to break into CS at a high-growth fintech, learn the full customer lifecycle, and earn your way into a more complex book of business, this is the right seat. We'll tell you exactly what great looks like, give you the tools to do it, and move you up when you've proven it.

• Own onboarding for all scale-tier accounts: run kickoff calls, guide customers through Method's integration documentation with support from a Technical Integration Engineer, and hold them accountable to go-live dates.

• Maintain accurate SFDC records for your book — go-live timelines, ramp status, renewal dates — so internal visibility is never a question.

• Execute a quarterly check-in cadence with each account, anchored by a usage one-pager generated from customer data (you QA and deliver it, not build it from scratch).

• Prioritize 4–6 accounts per quarter for proactive outreach based on usage signals — identify who has potential, and action on it.

• Drive renewals smoothly and on schedule; proactively identify the ones that need deeper conversations before they turn into a churn risk.

• 2+ years of experience in a client-facing role ideally in technology, investment banking, or consulting.

• Exceptional project management and organizational skills, with a heightened focus on attention to detail, strong sense of urgency, proactivity, and independence.

• You're organized in a real way: 30 accounts with different timelines and stages don't overwhelm you, they get tracked.

• You move fast and figure things out. There's no fully baked playbook here — you'll help write it.

• You want to grow into more complex accounts and understand this role is the path to get there.

• Fintech, SaaS, or API-adjacent experience is a plus; intellectual curiosity about what Method's customers are building matters more.
  

• Prior experience at a Series A–C fintech or developer-tools company.

• Exposure to usage-based or API pricing models.

• Experience supporting a large account book (20+ accounts) with limited resources.

• Familiarity with Salesforce, Notion, or similar GTM tooling.

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The annual US base salary range for this role is: $100,000-$140,000