Meet Method
We built Method to propel the next decade of consumer finance. Method’s APIs are redefining financial connectivity with real-time read-write access to consumer liability accounts and bringing consumer finance one step closer to being autonomous.
We are built on the tenets of consumer permissioned data access to enable financial institutions to deliver the most competitive products and seamless experiences to the consumer. We have helped 4+ million users connect 30+ million liability accounts, credential-less, save millions in interest and fees and get access to billions of dollars in personalized loans. We have partnered with 60+ financial institutions - including Bilt Rewards, SoFi, PenFed, Figure, Happy Money and Aven - to deliver frictionless, personalized and engaging user experiences.
We’re a team of 30+ people spread across offices in Austin, Washington D.C., and New York City! We’re excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog!
About our customer success team
As a Customer Success Manager, you’ll be a part of a tight knit team that owns the complete post-sales lifecycle of a Method customer. Internally you’ll work closely with Technical Integration Engineers, our Head of Customer Success, and our CEO. This role uniquely contributes to the company's growth, relying on you to become a trusted advisor to customers by deeply understanding their business needs and assisting them in maximizing the value they get from Method. You will thrive in this role if you’re passionate about building relationships and the strategy of scaling businesses.
This role can be based in either of our hybrid offices: Austin or New York City.
What you'll do
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You will become a trusted advisor to our customers, deeply understand their business and needs, and help them maximize the value they get from Method
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You will be the customer’s internal advocate, helping ensure an excellent Method experience, and gathering feedback to shape Method’s product roadmap
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You will be technically savvy enough to be able to help guide customers and respond to questions while also having a strong business sense to create opportunities to drive the economics of the business forward in a way that both companies succeed
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You will demonstrate initiative and provide genuine value to the customer, rather than simply responding to issues as they arise
Who you are
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4-8 years of experience in a client-facing role ideally in technology, investment banking, or consulting
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Exceptional project management and organizational skills, with a heightened focus on attention to detail, strong sense of urgency, proactivity, and independence
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Strong business sense and understanding of underlying drivers and strategy of our customer’s businesses
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Strong written communication as well as ability to grasp technical concepts
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Natural curiosity to stay up to date with new technologies and emerging Fintech trends
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A capability to work well with a wide range of people, both internally and externally
Extra awesome
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Experience in FinTech
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Experience with API first companies
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Experience working in a start-up environment
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Knowledge of Linear, Slack, Google Sheets, and Retool
The annual US base salary range for this role is: $150,000 - $200,000
Top Skills
What We Do
Method Financial empowers real-time data and payment access for consumer liabilities. Using consumer’s consent, Method can securely connect all of a user’s liabilities, retrieve comprehensive data, and enable payment access.
Method’s industry-backed network allows lenders, fintechs, and financial institutions to build personalized lending and financial management experiences supported by comprehensive real-time credit data, evergreen connections and integrated payment rails.
Through a single integration, Method powers access to liabilities held at over 15,000+ FIs in the US, covering 95% of all outstanding consumer liabilities
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