Job Overview
Location
United States
Job Type
Full-time
Category
Customer Success
Date Posted
April 1, 2026
Full Job Description
📋 Description
- • As a Customer Success Manager at Clutch Technologies, you will own a portfolio of 16–20 mid-market Credit Union accounts valued between $30K–$200K ARR each, driving long-term success through executive onboarding, adoption, and value realization in a high-trust, high-accountability environment where your work directly impacts financial well-being for over 130M Americans.
- • Day to day, you will build relationships with executive sponsors and key contacts, lead executive onboarding during implementation to align stakeholders on goals and success metrics, support adoption of core product capabilities, conduct data-driven QBRs/EBRs with Director and VP-level sponsors, identify 2–3 expansion signals per quarter, partner with product and implementation teams to solve customer challenges, perform whitespace analysis to uncover net-new opportunities, and translate product usage into clear ROI narratives that move conversations forward.
- • The Customer Success team is a distributed group of 10+ CSMs led by two managers and a Director, working closely with Credit Union executives across the U.S. in a culture that values progress over perfection, empowers ownership, and thrives on resilience, positive energy, and bias to action as the company scales rapidly with backing from Andreessen Horowitz.
- • In this role, you will develop executive presence, refine commercial acumen by identifying and driving expansion opportunities, strengthen data fluency to craft compelling ROI narratives with before/after metrics, and grow into a trusted advisor recognized by customers for delivering measurable business value — all while shaping how Clutch delivers value during a pivotal growth phase.
🎯 Requirements
- • 2–4 years of experience as a Customer Success Manager or in a customer-facing role in a fast-paced SaaS, Fintech, or consulting environment
- • Proven success managing a portfolio of 10–20 mid-market B2B accounts
- • Developing executive presence with comfort engaging director and VP-level sponsors
- • Data fluency to interpret customer and operational data, identify trends, and craft ROI narratives with before/after metrics
- • Background in financial services or other regulated industries strongly preferred
- • Willingness to travel up to 15% for QBRs, onboarding workshops, and executive meetings
🏖️ Benefits
- • Remote work flexibility for U.S.-based candidates with minimal travel (approx. 15%)
- • Opportunity to join a high-growth SaaS company backed by Andreessen Horowitz (A16z) at a pivotal moment
- • High-trust, high-accountability culture that empowers ownership and values progress over perfection
- • Close collaboration with product, implementation, and support teams to influence roadmap and solve customer challenges
- • Clear path to grow into a trusted advisor and strategic partner for Credit Union executives
- • Exposure to cutting-edge AI tools encouraged for productivity and innovation, with organizational support for exploration
Skills & Technologies
About Clutch Technologies, Inc.
Clutch Technologies operates a digital platform that lets consumers refinance auto loans, secure lower rates, and manage vehicle financing online. Established in 2016 and headquartered in San Francisco, the company aggregates lender offers, handles title transfers, and provides customer support throughout the refinancing process. Its technology streamlines loan applications, credit checks, and contract e-signatures, aiming to reduce monthly payments for borrowers across the United States.
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