Senior Customer Activation & Onboarding Lead – Driving Rapid Adoption, Retention, and Scalable Success for Micro‑SMB & SMB Clients in a Data‑Driven FinTech Ecosystem at brighthush

About brighthush

brighthush is redefining the way finance teams manage every dollar a business spends. By embedding intelligent automation directly into the flow of transactions, our platform powers over $200 B in annualized spend for more than 70,000 companies worldwide. From payment authorization and risk flagging to spend categorization and automated bookkeeping, we give our customers the tools they need to save 5 % on costs and grow revenue by 16 % in their first year—outperforming firms that don’t use brighthush.

We’re a high‑velocity, data‑driven organization that thrives on ownership, rapid iteration, and a relentless focus on impact. If you’re passionate about building systems that shape the financial future of businesses worldwide, brighthush is the place to bring your ideas to life.

Role Overview

As the Senior Customer Activation & Onboarding Lead, you will be the linchpin in our self‑service customer journey. You’ll own the onboarding, activation, and growth of micro‑SMB and SMB accounts, ensuring they achieve full product adoption within 60 days. In this early‑stage role, you’ll help sculpt brighthush’s Customer Success organization, design scalable implementation workflows, and drive retention through proactive engagement.

Key Responsibilities

• Onboarding Excellence: Master the full spectrum of integration and configuration options for brighthush’s suite of products. Translate complex technical details into clear, actionable steps for new customers, ensuring a seamless, efficient, and complete onboarding experience at scale.
• Account Ownership: Directly manage a portfolio of 100+ micro‑SMB and SMB customers. Serve as their single point of contact, guiding them through the entire implementation lifecycle, from initial setup to advanced feature adoption.
• Process Innovation: Identify bottlenecks and opportunities for automation within the onboarding workflow. Champion initiatives that reduce manual effort, increase throughput, and maintain high quality.
• Customer Advocacy: Partner closely with the Product team to surface customer pain points, prioritize feature requests, and influence the product roadmap. Translate user feedback into actionable insights that drive product evolution.
• Performance Management: Own and exceed weekly and monthly KPIs, such as activation rate, time‑to‑value, and customer satisfaction scores. Use data to iterate on processes and report progress to leadership.
• Continuous Learning: Stay ahead of industry trends, emerging technologies, and best practices in customer success and fintech. Share knowledge with the broader team to elevate collective expertise.

Essential Qualifications

• Minimum 3 years of experience in sales, customer success, or product operations within a B2B environment.
• Proven track record managing a high‑volume book of business (100+ customers) and meeting or exceeding performance metrics.
• Exceptional project management and time‑management skills, with the ability to juggle multiple priorities and deliver on tight deadlines.
• Excellent verbal and written communication skills, capable of translating technical concepts into customer‑friendly language.
• Strong ownership mindset and a desire to grow into a leadership role over time.
• Demonstrated ability to anticipate customer needs and position product solutions strategically.

Preferred Qualifications

• Experience with accounting software such as brighthush, brighthush, brighthush, or brighthush.
• Background in financial services sales or a deep understanding of accounting principles.
• Previous experience at a high‑growth startup, navigating ambiguity and driving rapid change.

Skills & Competencies

• Strategic thinking and analytical problem‑solving.
• Strong stakeholder management and cross‑functional collaboration.
• Data‑driven decision making, with proficiency in using dashboards and metrics to guide actions.
• Adaptability and resilience in a fast‑paced, evolving environment.
• Customer‑centric mindset, with a passion for delivering exceptional experiences.

Career Growth & Learning Opportunities

At brighthush, your career trajectory is as dynamic as our product. As a foundational member of the Customer Success team, you’ll:

• Shape the future of our onboarding and activation processes, influencing product strategy at the highest level.
• Lead cross‑functional initiatives that span Product, Engineering, Sales, and Marketing.
• Mentor junior team members and build a high‑performing Customer Success culture.
• Access continuous learning resources, including industry conferences, workshops, and internal knowledge‑sharing sessions.
• Progress into senior leadership roles such as Director of Customer Success, Head of Onboarding, or VP of Customer Experience.

Work Environment & Company Culture

brighthush is built on a foundation of transparency, collaboration, and a shared commitment to impact. Our culture is defined by:

• High Agency: Every team member is empowered to own problems, make decisions, and drive outcomes.
• Data‑First: We rely on metrics and experimentation to guide product and process improvements.
• Fast‑Paced Innovation: We iterate quickly, learn from failures, and celebrate wins together.
• Inclusive & Diverse: We value diverse perspectives and foster an environment where everyone can thrive.
• Work‑Life Balance: Flexible PTO, remote‑friendly policies, and a focus on well‑being keep our team energized.

Compensation & Benefits

While specific figures vary by location, brighthush offers a competitive total rewards package that includes:

• Base salary commensurate with experience and market benchmarks.
• Performance‑based bonuses tied to individual and team KPIs.
• Comprehensive health, dental, and vision coverage (100 % for you, partial for dependents).
• brighthush annual membership for medical, dental, and vision care.
• 401(k) plan with employer match for U.S. employees.
• Fertility HRA and generous parental leave (up to 16 weeks at 100 % pay).
• Pet insurance and wellness stipend.
• Weekly coffee stipend, in‑office snacks, and lunch options.
• Relocation support for key roles in NYC or SF.
• Global benefits coverage for employees in Canada and the United Kingdom, including group medical plans, retirement contributions, and parental leave.

How to Apply

Ready to make a tangible impact on the future of finance? Submit your application through the link below. If you’re being referred, please coordinate with your referrer to apply on your behalf.

Apply to this role at brighthush

Important Notice

brighthush is committed to equal opportunity employment and will consider qualified applicants with arrest and conviction records in accordance with the San Francisco Fair Chance Ordinance. Please be vigilant against recruiting scams; legitimate communications will come only from official @brighthush.com email addresses and will never request payment or sensitive personal information.

Join brighthush Today

As a Senior Customer Activation Manager, you’ll be at the forefront of transforming how businesses manage billions in spend. If you’re driven by ownership, data, and the desire to build systems that deliver real value, brighthush invites you to apply and help shape the future of finance.