Head of Customer Success

$200K - $250K • New York, NY, US / San Francisco, CA, US / Austin, TX, US Job type Full-time Role Sales Experience 11+ years Visa US citizen/visa only

About the role

Meet Method

We built Method to propel the next decade of consumer finance. Method’s APIs are redefining financial connectivity with real-time read-write access to consumer liability accounts and bringing consumer finance one step closer to being autonomous. We are built on the tenets of consumer permissioned data access to enable financial institutions to deliver the most competitive products and seamless experiences to the consumer. We have helped 45+ million users connect 350+ million liability accounts, credential-less, save millions in interest and fees and get access to billions of dollars in personalized loans. We have partnered with some of the world's largest fintech companies - including Robinhood, Bilt Rewards, SoFi, PenFed, Figure, Happy Money and Aven - to deliver frictionless, personalized and engaging user experiences. We’re a team of 50+ people spread across offices in Austin, SF, New York City and Washington D.C! We’re excited to continue the momentum working alongside our investors and advisors from Andreessen Horowitz, Emergence Capital, Y Combinator, Avra, and Ardent. To learn more about us, check out our blog!

The impact

As Method's Head of Customer Success, you'll architect and execute the post-sales engine that drives Method's growth. Reporting directly to the CEO, you'll build world-class customer relationships while establishing the systems, processes, and teams that transform our high-growth fintech product into a predictable, scalable revenue driver. You'll own the entire customer lifecycle, from signed contracts through onboarding, steady-state operations, renewal, and expansion. This isn't just a relationship role; it's an operational leadership position where your success is measured by Time-to-Value (TTV), Net Revenue Retention (NRR), and the efficiency of the CS organization you build. Your influence extends far beyond traditional customer success. You'll shape product development by translating customer insights into actionable roadmap priorities, inform go-to-market strategy, and bridge the gap between customer needs and engineering execution. This is a rare opportunity to define customer success at a company poised for significant growth- building both the high-touch relationships and the scalable infrastructure that will carry us through our next phase of evolution!

What you'll do

• Build the CS Operating System – Design and manage the day-to-day operating cadence. Establish clear reporting structures for team OKRs, health scores, and cross-functional KPIs that provide transparent visibility into our book of business.
• Lead and scale the team – Build...