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Customer Success Manager

Company Description

Wise is a global technology company, building the best way to move and manage the world’s money.
Min fees. Max ease. Full speed.

Whether people and businesses are sending money to another country, spending abroad, or making and receiving international payments, Wise is on a mission to make their lives easier and save them money.

As part of our team, you will be helping us create an entirely new network for the world's money.
For everyone, everywhere.

More about our mission and what we offer.

Job Description

Job Description
We are looking for an experienced and customer-focused Customer Success Manager to join our Wise Platform team in North America, supporting our banking and large fintech partners. In this role, you will drive the operational success of our most strategic partnerships, ensuring our partners maximize value from Wise’s industry-leading payment solutions.

Wise Platform has successfully partnered with leading financial institutions and fintechs globally, including Morgan Stanley, Standard Chartered, and Brex. Our technology powers 80+ partners, enabling them to offer fast, transparent, and low-cost cross-border payments.

We’re seeking a Customer Success Manager with a strong track record of managing operational relationships with enterprise banking clients and large-scale fintechs. This role requires a mix of technical acumen, problem-solving expertise, and the ability to drive operational improvements across complex partner ecosystems.

 

A Bit About the Role:
This position is based in our Austin HQ office, where you will work closely with the Customer Success Lead and collaborate with the Account Management and Wise Platform teams globally. You will also work cross-functionally with Product, Compliance, Legal, Engineering, and Implementation to deliver best-in-class experiences to our partners.

As a Customer Success Manager, you will own the operational strategy and execution for a portfolio of high-value banking and fintech partners, ensuring their ongoing success and driving continuous improvement in how we deliver payment solutions.

 

What You’ll Do:

  • Own and manage operational relationships with enterprise-level banking and fintech partners, serving as their primary point of contact for technical and operational matters, including escalations and complex problem-solving.
  • Partner with Account Managers to drive retention targets by improving transfer success, reducing defects, lowering contact and RFI rates, and enhancing overall partnership scalability. Use data insights to track performance, proactively address risks, and implement initiatives that improve key retention metrics, ensuring long-term partner satisfaction and minimizing churn.
  • Develop, drive, and maintain clear operational account plans for each partner by analyzing performance data, identifying areas for improvement, and leading cross-functional initiatives to optimize operational processes. Align these plans with key performance metrics (e.g., authorization rates, processing efficiency, and customer satisfaction) to drive growth, improve partner outcomes, and ensure long-term success.
  • Lead incident response and communication, acting as the liaison between partners and internal teams during service disruptions, and providing clear, timely updates.
  • Optimize internal and external processes, using data-driven insights to identify recurring challenges and implement solutions that scale operations and improve partner experiences.
  • Advocate for partner needs by providing feedback to internal teams, influencing product roadmaps, and ensuring our platform evolves to meet the complex needs of enterprise banking and fintech clients.
  • Develop trusted relationships with senior stakeholders at partner organizations, ensuring alignment on operational goals and fostering long-term, strategic collaboration.

 

About You:

  • 5+ years of experience in customer success, account management, or operational roles supporting enterprise banking clients or large fintechs in the payments or financial services industry.
  • Deep operational expertise in cross-border payments, including knowledge of payment rails (ACH, wire, RTP), reconciliation processes, and the technical implementation of API-based solutions.
  • Data-driven decision-maker with the ability to collect, analyze, and interpret large datasets to prioritize operational improvements and measure success.
  • Strong stakeholder management skills with experience influencing C-level executives and working cross-functionally with internal teams (e.g., Product, Compliance, and Engineering) to deliver outcomes.
  • Technical fluency – you understand APIs, webhooks, and system integrations. While you won’t be coding, you’ll work closely with engineers and be comfortable discussing technical solutions with partners.
  • Problem-solving mindset – you proactively identify and resolve issues, navigate complexity, and thrive in an environment where you can drive change and deliver results.
  • Exceptional communication skills – you can explain complex technical and operational concepts clearly to both technical and non-technical audiences.
  • Autonomous and adaptable – you’re comfortable working independently in a fast-paced, evolving environment while managing multiple priorities effectively.

 

Bonus points if you:

  • Have experience working directly with Tier 1 or Tier 2 banks or large fintechs in an enterprise environment.
  • Are familiar with regulatory frameworks (e.g., AML, KYC, PSD2) affecting cross-border payments and banking operations.
  • Have led technical onboarding or implementation projects for complex payment systems.

 

#LI-KE1

Additional Information

For everyone, everywhere. We're people building money without borders  — without judgement or prejudice, too. We believe teams are strongest when they are diverse, equitable and inclusive.

We're proud to have a truly international team, and we celebrate our differences.
Inclusive teams help us live our values and make sure every Wiser feels respected, empowered to contribute towards our mission and able to progress in their careers.

If you want to find out more about what it's like to work at Wise visit Wise.Jobs.

Keep up to date with life at Wise by following us on LinkedIn and Instagram.

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CEO of Wise
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Kristo Käärmann
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Average salary estimate

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$80000K
$120000K

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What You Should Know About Customer Success Manager, Wise

At Wise, we're on a mission to revolutionize how the world moves and manages money. As a Customer Success Manager in our dynamic Austin headquarters, you will play a crucial role in supporting our strategic partners, specifically in the banking and fintech sectors. You will be the go-to person for operational excellence, helping these organizations unlock the full potential of our payment solutions and ensuring they maximize their experience with Wise. This role allows you to blend your technical know-how with your customer-oriented mindset. You’ll manage relationships with enterprise-level clients, addressing their technical queries and operational needs while playing a pivotal role in enhancing overall performance metrics. It’s all about optimizing strategies by utilizing data insights to drive improvement and retain our valued partners. If you have a rich background in customer success or account management within the financial services landscape, this could be your perfect opportunity! We value a strong problem-solving attitude and exceptional communication skills, as you will collaborate with cross-functional teams to deliver unparalleled service and experience for our partners. Join us in creating an innovative network that makes money management seamless and accessible for everyone, everywhere. Your contributions as a Customer Success Manager at Wise can help shape financial services for the better.

Frequently Asked Questions (FAQs) for Customer Success Manager Role at Wise
What are the main responsibilities of a Customer Success Manager at Wise?

As a Customer Success Manager at Wise, you will primarily manage operational relationships with enterprise banking and fintech partners, serving as their key point of contact for any technical and operational inquiries. Your responsibilities include driving retention targets, optimizing partner experiences, and leading incident responses during service disruptions, all while ensuring that partners derive maximum value from Wise’s payment solutions.

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What qualifications do I need to become a Customer Success Manager at Wise?

To become a Customer Success Manager at Wise, candidates typically need a minimum of 5 years of experience in customer success, account management, or operational roles, particularly in enterprise banking or fintech sectors. Familiarity with cross-border payments and technical proficiencies such as APIs and system integrations are essential. Strong communication and problem-solving skills are also crucial for success in this role.

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How does Wise value diversity and inclusion in their Customer Success team?

Wise is committed to building teams that reflect the diverse world we serve. As a Customer Success Manager, you'll be part of an inclusive environment that encourages diverse perspectives and backgrounds. The company believes that inclusive teams drive innovation and help us live our values, making every employee feel respected and empowered.

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What tools and technologies should a Customer Success Manager at Wise be familiar with?

A successful Customer Success Manager at Wise should be comfortable discussing technical concepts and familiar with tools used for operational management and analytics. This might include customer relationship management (CRM) systems, data analysis tools, and integrations with APIs and web services. Technical fluency is key to effectively collaborate with engineering and product teams.

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What is the work environment like for a Customer Success Manager at Wise?

The work environment for a Customer Success Manager at Wise is dynamic and fast-paced, fostering a culture of collaboration and innovation. Based in Austin, you will work closely with cross-functional teams and have the autonomy to drive initiatives aimed at enhancing partner experiences and operational efficiencies, all while enjoying a supportive team atmosphere.

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Common Interview Questions for Customer Success Manager
Can you describe your experience managing relationships with banking or fintech partners?

In answering this question, focus on specific examples where you successfully managed operational relationships, including how you addressed any challenges faced and the outcomes of your initiatives. Highlight your ability to communicate effectively with senior stakeholders and ensure alignment on operational objectives.

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How do you prioritize operational improvements when dealing with multiple partners?

When addressing this question, emphasize your data-driven approach. You can discuss how you analyze performance metrics and use insights to determine which areas require immediate attention, demonstrating your problem-solving skills and your ability to lead cross-functional initiatives effectively.

Join Rise to see the full answer
Describe a situation where you had to handle a major service disruption. How did you manage it?

Use this question to illustrate your incident management skills. Detail your strategy for communication with stakeholders during the disruption, how you coordinated internal teams for a timely response, and the steps you took afterwards to improve processes and prevent future incidents.

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What strategies do you use to track partner satisfaction and retention?

In your response, mention the importance of tracking key performance indicators (KPIs) and gathering regular feedback from partners. Discuss how you implement initiatives based on partner insights and the metrics you use to measure success in enhancing satisfaction and retention over time.

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How do you ensure clear communication with technical and non-technical audiences?

Addressing the aspects of your communication skills is critical here. Share examples of how you've tailored your communication style to suit different audiences, ensuring clarity while discussing complex technical solutions. Highlight your ability to act as a translator between technical details and business needs.

Join Rise to see the full answer
What role does data analysis play in your operational strategy?

Emphasize the significance of data analysis in your decision-making process. You can describe tools and methodologies you use to extract insights from data, how you track performance, and the ways you leverage this information to drive operational improvements and prioritize initiatives.

Join Rise to see the full answer
How do you advocate for partner needs within your organization?

In your answer, illustrate your proactive approach to relaying partner feedback to internal teams. Mention how you build trusted relationships with both partners and stakeholders and the steps you take to ensure that their needs are considered in product development and operational strategies.

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What experience do you have with regulatory frameworks related to banking and payments?

If you have experience dealing with regulations such as AML, KYC, or PSD2, share specific examples of how you navigated these frameworks in your previous roles. Discuss your understanding of how compliance impacts operations and how you ensure that your partners stay aligned with regulatory requirements.

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Why do you think customer success is important in the fintech industry?

Discuss how customer success drives retention, fosters loyalty, and ultimately impacts growth in the fintech space. Illustrate with examples how a strong focus on customer success can differentiate a company in a competitive market.

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How would you handle conflicts or disagreements with a banking partner?

It’s important to highlight your conflict resolution skills here. Share your approach to understanding multiple viewpoints, finding common ground, and leveraging data or past experiences to negotiate a resolution that aligns with both parties' interests.

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Money without borders — instant, convenient, transparent and eventually free.

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DATE POSTED
April 9, 2025

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