Job Description
*This role is open to remote or hybrid candidates (East Coast preference), with hybrid being central to our New York, NY or Charlotte area offices. Must be able to work Eastern Standard Time hours.
We’re looking for a Sr. 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 mortgage lenders, shaping strategies, analyzing performance, and driving initiatives that create real business impact. You won’t just advise, you’ll own the outcomes.
You will manage a portfolio of high-value mortgage lending partners, using deep data analysis to shape strategies and drive measurable business impact. This is a high-visibility role where you will partner closely with an Account Manager (AM) to ensure a seamless experience: while the AM focuses on the commercial relationship, you own the performance strategy and the data-driven roadmap to success.
What You’ll Do:
- Own Performance Strategy: Build and deepen relationships with key lending partners. You’ll be the primary driver of their ROI, ensuring Bankrate delivers results that exceed their business goals
- 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: You don’t just look at dashboards; you interrogate them. You’ll use Excel and visualization tools (Looker/Tableau) to diagnose account health, identify hidden growth levers, and provide evidence-based recommendations.
- Lead High-Stakes Reviews: Drive Quarterly Business Reviews (QBRs) and strategic deep-dives that simplify complex data into compelling stories, influencing partner stakeholders at the executive level.
What We’re Looking For:
- 3-5+ years of experience in Customer Success, Partner Management, Account Management, Strategy, or Consulting. Experience within Financial Services (Lending,, Fintech, 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 (Salesforce, Gainsight, ChurnZero) 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.
Compensation:
This range reflects total cash compensation, which may include base salary only or base salary plus target bonus, depending on the role. Where eligible, equity may also be offered separately and not included below. Actual compensation varies based on location, experience, and qualifications.
- Total Cash Compensation Range: $90,000 – $140,000 per year
Additionally, the following benefits are provided by Red Ventures, subject to eligibility requirements.
- Health Insurance Coverage (medical, dental, and vision)
- Life Insurance
- Short and Long-Term Disability Insurance
- Flexible Spending Accounts
- Holiday Pay
- 401(k) with match
- Employee Assistance Program
- Paid Parental Bonding Benefit Program
- Flexible Paid Time Off (PTO): We believe time to rest and recharge is essential. That’s why we offer a generous and flexible PTO policy. Full-time employees accrue 20 days of PTO for a full calendar year annually, with an increase to 25 days after five years of service.
Who We Are:
Bankrate is redefining the future of financial decision-making. For nearly five decades, we’ve empowered tens of millions of consumers to make smarter financial choices and helped hundreds of leading financial institutions grow. Today, we’re evolving from a marketplace into a next-generation technology platform—underpinned by proprietary data, AI-driven innovation, and deep enterprise integrations. With our track record of delivering consumers quantifiably better offers—for example, on home loans where we lead the market—Bankrate stands at the center of the $60B U.S. financial services acquisition opportunity. As we expand through omnichannel marketing and strategic partnerships, and launch unique consumer product applications, we’re building a more efficient, personalized, and connected financial ecosystem—one grounded in trust. Join us as we transform five decades of credibility into the next era of financial technology.
Red Ventures is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at Red Ventures is based solely on a person’s merit and qualifications.
We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact [email protected].
If you are based in California, we encourage you to read this important information for California residents linked here.
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