Customer Experience Manager (Fintech Startup)

Thedrivingdesk • Austin, TX

4d

About The Position

A fast-growing, AI-driven fintech company is seeking a Customer Experience Manager to help build and scale its post-sale customer function. This is a unique opportunity to join an innovative startup transforming the accounts receivable process for B2B distributors. In this highly visible role, you'll work directly with finance leaders, including CFOs and Controllers, helping customers maximize value while shaping customer experience processes from the ground up.

Requirements

• 1–4 years of experience in: Management Consulting (MBB, Big 4 Advisory, Accenture, etc.), or Investment Banking (Bulge Bracket or Middle Market)
• Strong understanding of: Accounts Receivable (AR), Accounts Payable (AP), Cash Flow Management, DSO (Days Sales Outstanding), Month-End Close Processes
• Experience presenting strategic recommendations and business insights to senior finance stakeholders
• Strong analytical and problem-solving skills
• Excellent communication and relationship-building abilities
• Comfortable working independently in a fast-paced startup environment
• Active user of AI tools such as ChatGPT, Claude, or similar platforms to improve productivity and workflows

Nice To Haves

• Experience working within Seed to Series B startups
• Exposure to B2B SaaS environments
• Proven ability to build processes and systems in growing organizations
• Experience creating ROI narratives and translating product usage data into business outcomes

Responsibilities

• Manage customer relationships throughout the entire lifecycle, including onboarding, adoption, renewal, and expansion
• Serve as a trusted advisor to CFOs, Controllers, and finance teams
• Monitor customer health metrics, adoption trends, engagement levels, and business outcomes
• Identify risks proactively and develop strategies to improve customer success
• Lead renewal discussions and uncover growth opportunities within existing accounts
• Translate customer feedback into actionable recommendations for product and operational improvements
• Develop scalable customer success playbooks, templates, and processes
• Create data-driven presentations and ROI analyses that demonstrate measurable customer value
• Collaborate cross-functionally with product, operations, and leadership teams

Benefits

• Competitive base salary: $150,000–$180,000
• Equity opportunity
• Career growth within a rapidly scaling fintech startup
• Direct exposure to executive leadership and strategic initiatives
• Opportunity to build and influence customer experience operations from the ground up

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed