We are seeking a dynamic Customer Success Manager (CSM) to join our team and play a crucial role in growing our data access network for consumer-permissioned data. This position involves orchestrating the post-sales customer lifecycle, ensuring our customers worldwide leverage our platform to deliver exceptional experiences. Working closely with sales, product, marketing, engineering, and design teams, you will be the central touchpoint for our customers, fostering strong relationships, driving product adoption, and guiding customers to maximize the value from our ecosystem.


  • Oversee and manage a robust portfolio of customers, guiding them through all steps of joining and actively participating in the Data Access Network.
  • Drive adoption and revenue growth by expanding use cases and ensuring customers derive maximum value from our platform.
  • Analyze user feedback, behaviors, market trends, and competitor activities to inform product improvements and strategic decisions.
  • Serve as a trusted resource for customers, offering support for technical and business issues, and efficiently solving problems by coordinating with the appropriate team members.
  • Contribute to partner growth through successful onboarding, migrating end users, and facilitating increased network activity.
  • Provide internal and external input on product design based on customers’ data and product needs, driving improvements to workflows, customer experience, and tools.


  • 2+ years of experience in customer onboarding with SaaS and/or API integrations.
  • Expertise in supporting a portfolio of partners leveraging API-based platforms for delivering data and creating secure user experiences.
  • 3-5+ years in consultancy, account management, customer success, or sales.
  • Experience in financial services or technology, with a passion for fintech innovation.
  • Proven track record in process improvement for efficient workflows and optimized support channels.
  • Basic understanding of network protocols (e.g., OAuth, Open ID Connect) and common data exchange formats (e.g., JSON, XML).


  • Ability to prioritize and execute tasks effectively, ensuring a successful customer experience.
  • Excellent communication and social skills, capable of working independently or as part of a team.
  • Strong presentation skills and attention to detail.
  • Self-motivated and committed to enhancing customer relationships and experiences.


This is a remote position, offering the chance to work with a global team dedicated to reshaping how consumer permissioned data is accessed and used. You’ll have the opportunity to make a significant impact, driving the success of our customers and our platform while fostering innovation in the fintech space. Join us to help shape the future of data access and consumer experiences.

If you are passionate about customer success, fintech innovation, and looking for a role where you can make a tangible impact, we would love to hear from you.


At Curate Partners, we are not just a staffing agency; we are a bridge to innovation in the digital and data transformation landscape. Our mission is to match dynamic organizations with the ‘Purple Squirrels’ of the talent world—those rare, innovative drivers with unique skills that catalyze change and propel transformation journeys. With a focus on specialized talent, we empower companies and individuals alike to achieve groundbreaking success in their respective fields. Join us, and become part of a purpose-driven team committed to making a measurable impact while advancing your career alongside the most sought-after professionals in the industry.


Curate Partners and their clients are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion. We embrace the unique contributions that each ‘Purple Squirrel’ brings to our team, regardless of their age, gender, race, ethnicity, national origin, disability status, sexual orientation, or religious belief. We believe that our strength lies in our diversity and in our unified pursuit of innovation, excellence, and transformative success. We are dedicated to providing an environment where all employees and consultants feel valued, included, and empowered to bring their authentic selves to work every day. Join us in our commitment to creating a diverse, inclusive, and innovative workspace where every ‘Purple Squirrel’ can thrive.


  • Q: What qualifications are required for the Customer Success Manager role?
    • A: Required qualifications include 2+ years of experience in customer onboarding with SaaS and/or API integrations, 3-5+ years in consultancy, account management, or customer success, expertise in fintech or technology, and basic understanding of network protocols and data exchange formats.
  • Q: What are the key responsibilities of the Customer Success Manager?
    • A: Key responsibilities include managing a portfolio of customers, driving adoption and revenue growth, analyzing user feedback and market trends, providing technical support, contributing to partner growth, and offering input on product design based on customer needs.

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