Senior Customer Success Manager

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Amount delivers the technology that financial institutions need to create and enhance their digital credit offerings. Built by lending industry veterans, Amount helps partners go digital in months—not years—with a suite of proven product modules for credit decisioning, fraud prevention, account verifications, servicing engines and CRM solutions. Amount partners can optimize performance across product categories by tapping into various service offerings including customer acquisition, funnel and performance assessments, and risk consulting & analytics. Amount clients include financial institutions collectively managing close to $1T in US assets and servicing more than 25 million US customers. Visit www.amount.com for more information.

Job Description

We are seeking a Senior Customer Success Manager with technical project management and relationship management experience. This individual will be responsible for developing & maintaining the existing customer relationship while leading the customer through complex technical projects and new product launches. We are seeking a candidate that has proven success in developing strategic relationships in large organizations and is familiar with technical product development. This role will proactively engage in the day to day management of the account, including strategic account planning and customer success issue resolution. This role will work directly with product, legal, operations, marketing, finance and the executive team to manage the growth of one of our largest clients. This position is designed for an experienced Customer Success Manager who provides strategic, creative and technical guidance, strives for customer success and satisfaction, and interprets and leverages customer insights to drive optimization and continued platform growth. The ideal candidate will have past experience working with large, complex organizations in the banking or SaaS technology industry.

What you do at Amount:

  • Own a key client relationship and align on goals, roadmaps and business plans 
  • Drive new features and products by gathering business requirements and coordinating across our internal product, legal, engineering, and data teams to execute on large technical projects
  • Oversee the health of the relationship while managing client renewal and expansion/upsell opportunities with client stakeholders.
  • Ensure clear and timely internal/external communication regarding the health, progress and vision for the client
  • Handle all client-facing communication and partnership development

Why you are a fit for Amount:

  • Previous Customer Success experience in a SasS company preferred
  • Previous product management or technical project management preferred
  • Proven track record in developing and growing client relationships
  • Professional experience in banking or demonstrated command of retail credit markets 
  • Experience with BI tools and/or familiarity with SQL
  • Excellence in project and task prioritization and evaluation of situational urgency
  • Exceptional communication and presentation skills at the executive level

Why Amount is a fit for you:

At Amount, we believe our values make a difference:

We value, support, and help each other grow

We are committed to active inclusion and diversity

We are transparent and believe the best idea wins

We succeed when our customers succeed

We get sh!t done… responsibly

And we keep it fun!

We believe that ideas are more important than titles, everything is more fun together, everyone drives change, and everyone is an owner. While we believe the perks and benefits that we offer are terrific, nothing excites us more than having the ability to collaborate with intelligent, highly-motivated and talented people on challenging problems as we work to change the face of online lending.

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Technology we use

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Location

Located in the Merchandise Mart just off Chicago's scenic riverwalk, we're surrounded by trendy restaurants, a thriving startup community, and easy access to public transportation.

An Insider's view of Avant

Margaret, smiling in a grey jacket and black top with a gold necklace

What’s the vibe like in the office?

The diversity of characteristics that make up our team is what makes Avant great. We proactively explore ways to play to the strengths and uniqueness of our culture and stay connected whether Avantees are in person or remote. We are working hard to preserve the key elements of our culture — which are centered around relationships — as we scale.
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Margaret

Chief Operating Officer
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What does your typical day look like?

It starts with reviewing my project prioritization list to determine whether anything should be modified (Legal follows the agile methodology for project management). Then I usually spend my day meeting with business and risk partners where I act as a strategic legal partner. From there, I take the necessary action to address and clear my list.
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Sharity

Senior Manager, Legal
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How has your career grown since starting at the company?

As soon as I started, it was clear that I had the ability to make a difference at the company. My feedback was taken seriously and resulted in multiple different operational changes even though I was in an entry level position. I’ve now been with Avant for more than 9.5 years, and in that time I’ve held more than seven different roles.
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Dave

Director, Compliance Advisory
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What is your vision for the company?

Put simply, our focus is on moving financial lives forward. We do this by offering credit products designed to be within reach for the millions of Americans with non-prime credit. These individuals have historically been underserved and don’t have a lot of options, but we want to change that.
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Amanda

Chief Marketing Officer
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How would you describe the company’s work-life balance?

Avant has a deeply ingrained culture of understanding and empathy towards parents. We all wear multiple hats, and Avant respects that being a parent is one of the most critical roles we can play. From flexible hours to managers encouraging parents to attend their child’s school events, Avantees are encouraged to prioritize their duties as parents.
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Pritam

Senior Manager, Product Management

What are Avant Perks + Benefits

Avant Benefits Overview

We offer group Medical, Dental, and Vision coverage, generous parental leave, commuter benefits, and unlimited vacation time. We have a gym on site at our Chicago office and other great perks like a fully-stocked kitchen with beer on tap, casual dress code, a newly-remodeled office on the Chicago River, and company happy hours.

Culture
Volunteer in local community
We love being in Chicago! We'll run donation drives for local schools, pack lunches for city shelters, host events for young people interested in fintech, and whatever else comes up!
Partners with nonprofits
In 2022, Avant engaged with the community by mentoring underrepresented students and demystifying STEM careers, providing school supplies to children in foster care and cleaning up local parks
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Employee resource groups
Quarterly engagement surveys
Hybrid work model
Employee awards
Flexible work schedule
Remote work program
Our remote work program includes work from home and the option for most employees to work remotely as needed.
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Company equity
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Adoption Assistance
Avant's adoption assistance plan provides reimbursement of adoption-related expenses for up to $5,000 per adoption, for up to two adoptions.
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Floating holidays
Office Perks
Commuter benefits
Company-sponsored outings
Free daily meals
In-office Avantees receive a meal stipend for $10/day meal delivery right to our kitchen.
Free snacks and drinks
Company-sponsored happy hours
Relocation assistance
Fitness stipend
Home-office stipend for remote employees
Mother's room
Onsite gym
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Continuing education available during work hours
Online course subscriptions available
Paid industry certifications

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