Jobs at Alumni Ventures Portfolio Companies


Head of Customer Success

Method Financial

Method Financial

Customer Service, Sales & Business Development
New York, NY, USA · Washington, DC, USA
Posted on Friday, September 1, 2023

About Method

🔮 Founded in 2021, Method enables real-time access to user financial data and enables seamless liability repayment.

Method’s mission is to make personal finance more autonomous. With Method’s APIs, financial institutions, credit unions, banks, and financial management apps can embed loan repayment, data, balance transfers, and bill pay automation into their user journey. As a result, Method is improving accessibility and control over financial information via open finance.

We’re a Series A start-up and are backed by our partners, advisors, and investors from Andreessen Horowitz, Truist Ventures, Y Combinator, Ardent Ventures, Abstract Ventures, SV Angel, Truebill, Upstart, and more.

About our Team

As a small tight-knit team, we value finding team members who are passionate about building, scaling, all while having fun together! While we have our own roles to fill, we often find ourselves wearing multiple hats. No day is the same when you’re building from scratch. Some of us are based at Method HQ in Austin, TX and others are based in Washington D.C.

To learn more about us, check out our blog!

The Impact

As the Head of Customer Success, you’ll have the opportunity to work closely with the CEO & COO to drive customer success initiatives forward through successful partnerships, organizational planning, and outstanding execution. You are responsible for the strategy of Customer Success and the post-sales lifecycle of a Method customer.

What you'll do

  • You will lead our customer success team, by being their advocate and thought partner in helping them succeed with their goals and initiatives

  • You will become a trusted advisor to our customers, will deeply understand their business and their needs, and help them maximize the value they get from Method

  • You will monitor client usage and proactively work with our clients to maximize product adoption by providing strategic guidance, enablement, and day-to-day advice to help them hit their objectives with Method

  • You will work alongside all stakeholders to design and setup onboarding and triaging processes to ensure customers have a positive experience integrating Method

  • You will be the customer’s internal advocate, helping ensure an excellent Method experience, and gathering feedback on ways that Method can build the next generation of embedded fintech solutions

  • You will manage escalation of any customer issue by engaging our product and engineering teams to ensure all issues are resolved quickly

Who you are

  • 5+ years of experience in a client-facing role ideally leading customer success strategies, managing relationships with with fintech organizations, preferably working with an API product, and someone who has managed teams/held leadership roles

  • Sophisticated business sense and understanding of underlying drivers and strategy of our customer’s businesses

  • You are someone who is proactive, motivated, and takes initiative

  • History of success as a consultant, pre-sales, technical account management, or equivalent

  • Natural curiosity to stay up to date with new technologies and emerging fintech trends

  • A capability to work well with a wide range of people, both internally and externally

Extra awesome

  • Experience in Finance / fintech.

  • Experience working at a smaller stage company / start-up environment

  • Knowledge of Linear, Slack, and Retool

Disclaimer to Staffing/Recruiting Agencies:
Method Financial does not accept unsolicited resumes from recruiters or employment agencies in response to our Career page or a Method Financial social media/job board post. Method Financial will not consider or agree to payment of any referral compensation or recruiter fee relating to these unsolicited resumes. Method Financial explicitly reserves the right to hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Method Financial.