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Full-Time

Head of Customer Success

Posted on 6/27/2024

Method Financial

Method Financial

11-50 employees

API for comprehensive debt management solutions

Data & Analytics
Fintech
Financial Services

Compensation Overview

$200k - $240kAnnually

Senior, Expert

Remote in USA

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Required Skills
Sales
Requirements
  • 8+ years of experience in a client-facing role ideally leading customer success strategies
  • Managing relationships with fintech organizations
  • Experience working with an API product
  • Experience managing teams or holding leadership roles
  • Sophisticated business sense and understanding of underlying drivers and strategy of customers' businesses
  • Proactive, motivated, and takes initiative
  • History of success as a consultant, pre-sales, technical customer success manager, or equivalent
  • Natural curiosity to stay up to date with new technologies and emerging fintech trends
  • Capability to work well with a wide range of people, both internally and externally
Responsibilities
  • Lead the customer success team
  • Become a trusted advisor to customers
  • Monitor client usage and provide strategic guidance
  • Design and setup onboarding and triaging processes
  • Manage escalation of customer issues
  • Work with stakeholders to ensure positive customer experience

MethodFi offers a solution for managing and paying off various types of debts through a single application programming interface (API). This API allows developers to integrate features such as loan repayment, data retrieval, and balance transfers into their applications without needing user credentials. MethodFi's product is debt-agnostic, meaning it can handle student loans, credit cards, auto loans, mortgages, and utility bills, providing real-time data on these liabilities. The service aims to lower lending risk and boost revenue for businesses by facilitating direct engagement with users' debts while also improving users' financial health through a seamless refinancing experience. MethodFi generates revenue by charging for its API and related services, including compliance, identity verification, and bank partnerships, and also offers a no-code solution through its Method Dashboard.

Company Stage

Series A

Total Funding

$21M

Headquarters

Austin, Texas

Founded

2021

Growth & Insights
Headcount

6 month growth

↑ 19%

1 year growth

↑ 60%

2 year growth

↑ 311%
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Simplify's Take

What believers are saying

  • Strategic partnerships with companies like Happy Money and BitPay enhance MethodFi's market reach and product capabilities.
  • The recent $16M Series A funding led by Andreessen Horowitz provides significant capital for product development and scaling operations.
  • Recognition as a finalist in the PayTech Start-up of the Year category highlights MethodFi's industry impact and potential for growth.

What critics are saying

  • The fintech market is highly competitive, requiring continuous innovation to maintain a competitive edge.
  • Dependence on partnerships for market penetration could pose risks if these partnerships dissolve or underperform.

What makes Method Financial unique

  • MethodFi offers a debt-agnostic API that handles all types of debts, unlike competitors who may specialize in specific debt categories.
  • The API retrieves real-time data without requiring user credentials, providing a seamless and secure experience.
  • MethodFi's no-code solution and white-labeled components make it highly adaptable for businesses of various sizes and technical capabilities.

Benefits

đź’° Competitive salary + equity

🧑‍💻 Remote first + flexible work schedule

🏡 Home office stipend + hardware

🏖️ Unlimited PTO

🏥 Full healthcare

đź“š Learning stipend

👶 Paid parental leave

🏫 Student loan repayment

INACTIVE