Remote Customer Success Manager – Driving Growth, Retention, and Platform Adoption for a Leading Financial Data Platform at brighthush

About brighthush

brighthush is a trailblazing fintech company that empowers venture capital and private equity firms, as well as their portfolio companies, to make smarter, data‑driven investment decisions. Since our founding in 2020, we have grown into a vibrant community of 51‑200 talented professionals headquartered in San Francisco, California, and operating with a fully remote‑first mindset. Our mission is simple: to provide the most intuitive, actionable portfolio management platform on the market, enabling our clients to unlock deeper insights, accelerate growth, and ultimately create lasting value.

We are on the cusp of a new growth phase, expanding our customer base across North America and beyond. Our culture is built on curiosity, collaboration, and a relentless focus on customer success. At brighthush, every team member is empowered to innovate, experiment, and own their impact. If you thrive in a fast‑moving, high‑growth environment and want to be part of a company that is redefining the future of financial data, we want to hear from you.

Role Overview

As a Remote Customer Success Manager at brighthush, you will be the primary advocate for our customers throughout their entire journey—from initial deployment to ongoing adoption, expansion, and renewal. You will partner with senior executives, power users, and cross‑functional teams to ensure that our platform delivers measurable value, drives customer satisfaction, and fuels sustainable revenue growth. Your strategic mindset, deep empathy for client needs, and ability to influence at all levels will be critical to your success.

Key Responsibilities

• Build and nurture long‑term relationships with customers, engaging stakeholders from C‑suite executives to day‑to‑day power users.
• Develop deep business insight into each client’s objectives, challenges, and success metrics, translating these into actionable plans that increase platform adoption and customer lifetime value.
• Own the customer lifecycle—from deployment and onboarding through growth, renewal, and expansion—ensuring a seamless, high‑quality experience.
• Drive platform utilization by providing best‑practice recommendations, training, and data‑driven insights that help teams unlock the full potential of brighthush.
• Manage renewals and upsells for your assigned book of customers, proactively identifying churn risk, negotiating contract terms, and forecasting revenue growth with precision.
• Lead partnership reviews on a recurring basis, aligning on business priorities, reviewing product usage, and communicating the product roadmap and upcoming enhancements.
• Champion customer voice within brighthush, collaborating with Product and Engineering to prioritize features and improvements that directly address client needs.
• Serve as a trusted advisor by providing strategic guidance, industry insights, and actionable recommendations that help customers achieve their business goals.

Essential Qualifications

• Minimum of 2 years in a client‑facing role, preferably in Customer Success, Account Management, or a related field.
• Proven track record of building strategic relationships, identifying business objectives, and delivering measurable value that drives retention and expansion.
• Experience managing and closing renewals and upsells, with a strong understanding of the sales cycle and revenue forecasting.
• Strong executive presence and the ability to influence decision‑makers at all levels, including C‑suite executives.
• Excellent written and verbal communication skills, with the ability to craft compelling presentations and proposals.
• Self‑motivated, proactive, and comfortable working independently in a high‑growth, fast‑paced environment.
• Passion for technology, startups, entrepreneurship, and/or venture capital.

Preferred Qualifications

• Experience in the fintech or financial data space, particularly with portfolio management or investment analytics platforms.
• Background in a SaaS or subscription‑based business model.
• Knowledge of venture capital and private equity operations, including portfolio company dynamics.
• Experience with data‑driven decision making and analytics tools.
• Previous exposure to remote‑first teams and distributed work environments.

Skills & Competencies

• Strategic Thinking – Ability to see the big picture and translate customer goals into actionable plans.
• Relationship Management – Building trust and rapport with diverse stakeholders.
• Problem Solving – Tenaciously tackling challenges and finding creative solutions.
• Time Management – Prioritizing tasks effectively in a dynamic setting.
• Influence & Negotiation – Persuading internal and external parties to align on shared objectives.
• Data Literacy – Interpreting usage metrics and translating them into insights.
• Collaboration – Working seamlessly with Product, Engineering, Sales, and Marketing teams.

Career Growth & Learning Opportunities

At brighthush, we believe that your professional development is as important as the work you do. As a Customer Success Manager, you will:

• Progress into senior Customer Success or Customer Experience leadership roles, shaping the future of our customer engagement strategy.
• Take on cross‑functional projects that influence product roadmap decisions and operational improvements.
• Participate in leadership training programs, mentorship initiatives, and industry conferences to broaden your skill set.
• Leverage our internal knowledge base and learning platform to stay ahead of emerging fintech trends and best practices.

Work Environment & Culture

brighthush is a remote‑first organization that values flexibility, autonomy, and a results‑oriented mindset. Our culture is defined by:

• Transparency – Open communication channels, regular all‑hands meetings, and full access to company metrics.
• Collaboration – Cross‑team initiatives, hackathons, and shared learning sessions.
• Innovation – Encouraging experimentation, rapid prototyping, and a fail‑fast mentality.
• Work‑Life Balance – Flexible vacation policies, no hard rules on time off, and a focus on outcomes rather than hours.
• Community – Annual team offsites, virtual coffee chats, and community service projects.

Compensation & Benefits

While specific figures may vary based on experience and location, brighthush offers a competitive total rewards package that includes:

• Competitive base salary and performance‑based bonuses.
• Equity package that aligns your success with the company’s growth.
• Comprehensive health benefits (medical, dental, vision) fully covered for you and your dependents in the USA; international coverage matched locally.
• Generous paid parental leave (12 weeks for new parents in the USA; local standards matched elsewhere).
• Unlimited vacation policy, encouraging you to recharge and return refreshed.
• Access to a robust learning and development budget, including courses, certifications, and conference attendance.
• Recurring team offsites and virtual events to foster connection and collaboration.

How to Apply

If you are ready to join a forward‑thinking fintech company that values customer impact, strategic thinking, and continuous growth, we would love to hear from you. Submit your application through the link below and let’s explore how you can help shape the future of financial data at brighthush.

Apply to brighthush Today

Closing Statement

At brighthush, we are more than a platform; we are a community of innovators who are passionate about empowering investors to make smarter decisions. As a Remote Customer Success Manager, you will be at the heart of this mission, ensuring our customers not only succeed but thrive. If you are a strategic, empathetic, and results‑driven professional looking to make a tangible impact in the fintech space, we invite you to apply and become part of our journey.