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Lendio is scaling rapidly, and our SaaS platforms—Embedded Lending and Intelligent Lending—are driving that momentum. We're hiring a Customer Success Manager (CSM) who can lead strategic customer relationships, drive account growth, and ensure long-term customer success.

This role is ideal for someone with a commercial mindset who thrives in fast-paced environments and excels at building trusted partnerships. You'll be accountable for key metrics such as customer retention, expansion, and satisfaction—directly contributing to Lendio’s revenue growth and customer impact.

What you will own:

Client Partnership & Strategic Growth

• Own the client relationship through implementation and act as the primary point of contact throughout the customer lifecycle

• Develop strategic account plans that align customer objectives with Lendio’s platform capabilities

• Act as a trusted advisor to customers and advocate for their needs internally
  

Revenue Ownership & Retention

• Drive renewals, upsells, and overall account growth within your portfolio

• Identify new opportunities within existing accounts and work with Sales to close expansion deals

• Monitor account health and proactively manage risk to avoid churn
  

Product Adoption & Customer Outcomes

• Lead regular success reviews to evaluate progress, resolve issues, and measure ROI

• Provide training, best practices, and resources to accelerate adoption and deepen platform engagement

• Guide customers on how to maximize value from Lendio’s solutions
  

Customer Insight & Advocacy

• Analyze usage data and customer feedback to recommend improvements and influence roadmap priorities

• Work cross-functionally with Product, Support, Sales, and Marketing teams to represent the voice of the customer

• Prioritize and escalate issues appropriately, ensuring timely resolution
  

Performance & Impact

• Meet and exceed performance targets for retention, satisfaction, and expansion

• Develop and maintain a strong understanding of Lendio’s platform, services, and customer use cases

• Act as a subject matter expert and thought partner to help customers navigate challenges and uncover new value
  

What you'll need to be successful:

• 5+ years in customer success, account management, or a client-facing revenue role

• Proven experience managing relationships with executive stakeholders and decision-makers

• Strong commercial acumen with a track record of driving account growth

• Strong communication skills (written, verbal, presentation), with the ability to explain technical subjects to non-technical end user personnel in large enterprises

• Strong organization and time management across a diverse set of responsibilities

• Ability to thrive in a cross-functional, collaborative environment

• Experience in SaaS or fintech

• Willingness to travel to client sites
  

Why This Role Matters
This is a high-impact role within one of Lendio’s most important growth areas. As a CSM, you’ll help shape how our SaaS products deliver value, deepen relationships, and drive real business outcomes for our customers. You’ll play a central role in Lendio’s shift to a SaaS-first business model—and your success will directly influence our long-term growth.

Pay Range:

Benefits

• Be part of a high-performing, collaborative team, and have fun at work each day

• Competitive pay

• A full suite of traditional benefits

• Untracked PTO (Paid Time-off)

• 401(k) with company match

• Company-contributed HSA

• Onsite gym and standing desks

• Wellness program

• Discounted cellular plans

Get to know Lendio:

Lendio is the nation’s leading small business financial solutions provider, with a mission to help small businesses survive and thrive. With its diverse network of lenders, Lendio enables small business owners to apply for multiple business financing options with a single application. In addition to creating access to small business capital, Lendio offers time-saving financial SaaS products that are designed to streamline business operations.

Lendio is a mission-driven organization striving to provide equal access to capital to underserved communities and America’s smallest businesses. For every new marketplace loan Lendio facilitates, Lendio Gives—an employee-contribution and employer-matching fund, in partnership with KIVA–provides a microloan to low-income entrepreneurs around the world, continuously re-investing the fund.

Lendio is an equal opportunity employer committed to diversity and inclusion. We welcome anyone who wants to help small businesses survive and thrive and aligns with our core values, regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other applicable legally protected characteristics. If you have a disability or special need that requires accommodation, please let us know.

Lendio participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.