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Fin

AI-powered customer experience agent platform

Senior Customer Success Manager

Customer SuccessConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 8 years of customer-facing experience in management consulting, strategy, advisory, or enterprise software-as-a-service customer success manager roles.
  • Experience with business process mapping, requirements analysis, and solution design.
  • Strong technical acumen and interest in artificial intelligence and agent-building; coding is not required.
  • Ability to communicate complex problems clearly to varied audiences.
  • Ability to prioritize and manage a broad portfolio of customer accounts while delivering meaningful impact.
  • Demonstrated success driving adoption, process improvement, and measurable outcomes for enterprise customers.

Responsibilities

  • Own retention and health for a portfolio of high-touch customers; track leading indicators including Fin resolution rate, involvement, customer satisfaction, adoption breadth, and stakeholder engagement; flag risks early; and run mitigation plans to secure renewals with Account Management.
  • Drive measurable value realization by connecting Fin’s performance to customer business outcomes, including cost savings, team capacity, and customer experience, and make return on investment visible to executive sponsors throughout the relationship.
  • Build and prioritize an automation roadmap for each customer, balancing competing demands to deliver outcomes across the portfolio.
  • Develop trusted-advisor relationships from the C-suite to individual contributors and engage multiple stakeholders in each account so success does not depend on one champion.
  • Lead requirements gathering and process mapping for customers’ standard operating procedures, and document them clearly and actionably.
  • Partner with engineers to translate customer requirements into Fin solution designs and advise customers on configuration best practices, knowledge strategy, and prompt design.
  • Analyze Fin usage and performance data to identify optimization opportunities, close resolution gaps, and uncover expansion use cases.
  • Lead success plans, quarterly and executive business reviews, and strategic planning sessions that align Fin’s roadmap with customer goals.
  • Maintain deep knowledge of Fin’s capabilities and awareness of the AI-agent market to position Fin against alternatives.
  • Represent the customer internally by translating customer insights into product feedback and shaping solutions strategy.
  • Mentor other customer success managers and help shape playbooks and best practices for a growing team.

About the Company

Fin

AI-powered customer experience agent platform

Fin builds AI software for customer experience, featuring Fin, an AI agent that engages customers across service, sales, and ecommerce, and Intercom, a helper desk platform for human-assisted support. The Fin agent works through voice, chat, email, social channels, and Slack, performing multi-step tasks like updating accounts, processing refunds, or troubleshooting via its API, data connectors, and MCP, with Fin Operator monitoring and tuning for ops teams. It runs on proprietary Apex models trained for customer service and integrates with tools like Salesforce, HubSpot, and Freshdesk, alongside native Intercom workflows. Fin charges on outcome-based pricing per resolution, serves more than 12,000 customers, and was acquired by Salesforce in 2026 to continue growing in the AI customer-service space.

Company size
1,001-5,000
Company stage
Acquired
Total funding
$490.8M
Headquarters
San Francisco, CA
Founded
2011

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