Customer Success Manager

Who you are

• 5+ years of experience in Customer Success, Partner Management, Account Management, Strategy, or Consulting. Experience within Financial Services (Banking, Fintech, Credit Cards, 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

What the job involves

• 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 our credit card category shaping strategies, analyzing performance, and driving initiatives that create real business impact
• 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
• Own relationship success: Build and deepen relationships with key issuer customers within our credit cards 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 card program health — approval rates, volume, spend, and retention — and provide evidence-based recommendations both internally and externally that drive growth
• Lead conversations that matter: Drive discussions, reviews, and recommendations that influence strategic decisions
• Collaborate to grow: Work cross-functionally with finance, analytics, marketing, and product teams to unlock new performance opportunities for our card issuers

Benefits

• Hybrid Schedule & Flexible PTO: Take advantage of 3-4 days in-office per week and 1-2 WFH days per week (varying by team), and a robust Paid Time Off program that includes logging off for "Winter Week."
• Family Support, Planning, and Fertility: Our benefit offerings support every unique path to parenthood including fertility, egg freezing, adoption, surrogacy, parental bonding, and more.
• Mentorship Culture: Find a mentor, be a mentor, say yes to something new. This is a place where you’re guaranteed to build connections that extend past your immediate team and even your tenure at RV.
• Purpose & Community: We empower employees to make an impact for causes they care about, and we invest heavily in systemic impact through nonprofits like Road to Hire.
• World-Class Wellness: In addition to the on-site amenities at HQ, our unique wellness benefits include free therapy sessions and counseling for U.S. employees and family members.