Job Summary

Zeta Global is seeking a dynamic and results-driven Senior Customer Success Manager to join our growing team within the Software & FinTech division. The ideal candidate will be responsible for driving customer satisfaction, retention, and growth through proactive relationship management and strategic partnership. You will serve as a trusted advisor to enterprise-level clients, helping them maximize the value of Zeta’s data-driven marketing, automation, and financial technology solutions.

As a Senior CSM, you will collaborate closely with cross-functional teams—including Sales, Product, Engineering, and Marketing—to deliver measurable outcomes and ensure a world-class customer experience throughout the client lifecycle.

Key Responsibilities

• Build and maintain strong, long-term relationships with key enterprise and FinTech clients, ensuring their success with Zeta’s platform.

• Serve as the main point of contact for assigned accounts, managing onboarding, adoption, renewal, and expansion opportunities.

• Develop deep expertise in Zeta’s suite of software and FinTech solutions to guide clients in achieving their business objectives.

• Partner with internal teams to identify product improvements, share client feedback, and advocate for customer needs.

• Monitor client usage and performance data to identify risks, optimize outcomes, and recommend actionable strategies.

• Lead quarterly business reviews (QBRs) to present insights, performance metrics, and strategic growth opportunities.

• Collaborate with Sales to identify upselling and cross-selling opportunities to drive account growth.

• Ensure seamless renewal processes by anticipating challenges and proactively resolving client issues.

• Stay informed about emerging trends in SaaS, FinTech, and data analytics to position Zeta as an industry thought leader.

Required Skills and Qualifications

• Bachelor’s degree in Business Administration, Computer Science, Marketing, Finance, or a related field (MBA preferred).

• 6+ years of experience in Customer Success, Account Management, or Client Services, ideally within SaaS or FinTech environments.

• Proven ability to manage complex enterprise clients with strategic influence and exceptional communication skills.

• Strong analytical and problem-solving skills with the ability to interpret data and translate it into actionable insights.

• Demonstrated experience with CRM tools (Salesforce, HubSpot, or similar) and customer success platforms (Gainsight, Totango, etc.).

• Excellent presentation and interpersonal skills, with the ability to engage executive-level stakeholders.

• Technical aptitude and familiarity with cloud-based technologies, APIs, and data integration.

• Ability to thrive in a fast-paced, dynamic environment with multiple priorities.

Experience

• Minimum of 6 to 10 years in Customer Success or Client Relationship Management within SaaS, Software, or FinTech sectors.

• Experience managing enterprise or global clients is highly preferred.

• Proven track record of achieving retention and growth targets.

Working Hours

• Full-time position, Monday to Friday.

• Flexible working hours to accommodate international clients and project deadlines.

• Hybrid or remote options available depending on location and business needs.

Knowledge, Skills, and Abilities

• Deep understanding of SaaS business models, financial technology platforms, and data analytics solutions.

• Strong leadership and negotiation abilities.

• Strategic thinker with a customer-first mindset.

• Exceptional project management and multitasking capabilities.

• Ability to mentor junior team members and promote best practices in customer success.

• Proficiency in Microsoft Office Suite, Google Workspace, and collaboration tools like Slack, Asana, or Jira.

Benefits

• Competitive salary with performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Generous paid time off and company holidays.

• 401(k) or equivalent retirement savings plan with employer match.

• Professional development programs and certification support.

• Remote work flexibility and wellness initiatives.

• Opportunity to work with industry-leading technologies and global clients.

Why Join Zeta Global

At Zeta Global, we believe that innovation, data, and technology drive business transformation. By joining our team, you’ll collaborate with top professionals in the FinTech and SaaS industries to empower enterprises with intelligent customer engagement solutions. We value curiosity, ownership, and collaboration—and we offer the tools and support you need to make a real impact.

Be part of a company that’s reshaping digital marketing and financial technology on a global scale.

How to Apply

If you are passionate about delivering exceptional customer value and thrive in a technology-driven environment, we invite you to apply today.
Submit your updated resume and a brief cover letter highlighting your relevant experience to us with the subject line:
“Senior Customer Success Manager – Software & FinTech.”