Mid Market Customer Success Manager

About the role

Solifi deliver a solid financial technology foundation for equipment, working capital, wholesale, and automotive finance firms. At Solifi, we believe that commerce is only as strong as the system it runs on. Our mission is to reshape finance technology by bringing together proven solutions into a singular powerful technology platform designed to help protect and scale financial organizations. We guard our customers by being precise and reliable, we guide their success by combining powerful technology with proven expertise, and we help them grow by unleashing their potential.

Responsibilities

• Manage a portfolio of mid-market customers, building strong working relationships and understanding their business goals and success criteria
• Create and maintain success plans that guide onboarding, adoption, optimization, and ongoing value realization
• Drive customer engagement through regular check-ins, business reviews, and proactive outreach aligned to segment standards
• Monitor customer health indicators including usage, engagement, sentiment, and milestone progress, and intervene early when risk is identified
• Support customers through upgrades, new feature adoption, and process improvements using repeatable playbooks and best practices
• Partner with Sales, Services, Support, and Product to resolve issues, improve the customer experience, and identify opportunities for added value
• Encourage customer advocacy and reference-ability through strong outcomes and positive experiences
• Maintain accurate customer records, health updates, and action plans in CRM and customer success systems

Requirements

• Bachelor’s degree in business, technology, management, or related field
• 4+ years of Customer Success, Account Management, Professional Services, or related SaaS experience
• Experience managing a portfolio of customers with a focus on adoption, retention, and customer outcomes
• Strong communication and relationship-building skills across business and operational stakeholders
• Ability to manage multiple priorities and customers effectively in a fast-paced environment
• Experience using customer health indicators, playbooks, and structured success motions to drive outcomes
• Strong cross-functional collaboration skills and a proactive, customer-focused mindset

Qualifications

• Preferred Experience Level: 4 Years
• Preferred Education Level: Bachelor's Degree

Skills

• Customer Success
• Account Management
• Professional Services
• Related SaaS Experience

Benefits

• Medical
• Dental
• Vision
• Flexible Spend Account (FSA)
• Health Savings Account (HSA)
• Life and Accidental Death & Dismemberment (AD&D) Insurance Coverage
• Disability Insurance Coverage (Short Term and Long Term)
• Employee Assistance Program (EAP)
• 401K Tax Deferred Retirement Savings Plan

Pay

• Not specified

Schedule

• Not specified