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Customer Success Manager – Technical Project Manager

Customer Success Manager – Technical Project Manager

CompanyBetter
LocationNew York, NY, USA
Salary$130000 – $150000
TypeFull-Time
Degrees
Experience LevelMid Level, Senior

Requirements

  • 4+ years in Customer Success, Technical Project Management, Sales Engineer, or Implementation roles—ideally in B2B SaaS or fintech.
  • Experience managing enterprise accounts with complex onboarding and integration needs.
  • Exceptional project management skills; able to drive timelines and coordinate across internal and external teams.
  • Strong communication skills (written and verbal), with experience engaging senior client stakeholders.
  • Comfort with technical concepts
  • Proven ability to synthesize customer needs into actionable insights for product and delivery teams.
  • High ownership mindset—takes initiative and thrives in ambiguity.
  • Based in Better’s NYC HQ with significant travel to client sites (up to 100% travel).

Responsibilities

  • Lead end-to-end onboarding for new enterprise clients.
  • Partner with Product and Engineering to launch Tinman within complex lender workflows.
  • Act as the day-to-day lead for a portfolio of high-value customers.
  • Develop success plans, align with client goals, and proactively manage risks, escalations, and expansions into new loan products.
  • Build trusted advisor relationships with client stakeholders—from ops leaders to compliance teams to C-suite decision makers.
  • Serve as the voice of the customer within Better and the SaaS organization.
  • Contribute to the creation of implementation guides and success frameworks that will scale as Tinman grows.
  • Work closely with Sales, Biz Dev, Product, Engineering, Compliance, Marketing, Ops and Support to ensure seamless handoffs, aligned communication, and shared success metrics.
  • Partner with clients to identify new use cases, expansion opportunities, and adoption gaps.

Preferred Qualifications

  • Familiarity with lending or mortgage operations is a strong plus.