Customer Success Manager

United States·New YorkRemoteFull-timemid

Customer Success ManagerCustomer

0 views0 saves0 applied

Apply Now

Quick Summary

Overview

About doola doola is a dynamic company committed to simplifying the complexities of business formation, payment setup, compliance, taxes, and more.

Technical Tools

Customer Success ManagerCustomer

About doola

doola is a dynamic company committed to simplifying the complexities of business formation, payment setup, compliance, taxes, and more. We empower entrepreneurs and businesses of all sizes to navigate the intricate landscape of financial and regulatory requirements with ease, allowing them to focus on what truly matters - building and growing their ventures.

About the Role
Own the full post-sale lifecycle for doola's embedded API and white-label partners, from onboarding and activation through expansion and renewal, ensuring every signed partner drives real formation volume and becomes a compounding revenue asset.

Drive partners from contract signature to first live formation within 14 to 30 days

Maintain a documented health score (formation volume) for every active partner

Run structured quarterly business reviews (QBRs) and proactive touchpoints

Manage the at-risk designation process and own escalation paths

Treat formation revenue as the floor, not the ceiling; surface API expansion opportunities (annual reports, ITIN, tax downstream attach)

Track partner-sourced downstream revenue as a core success metric

Serve as the voice-of-partner into product, operations, and sales

Log all custom partner requests with a repeatability assessment and revenue potential before any engineering triage

Ensure no partner churns without a documented save attempt

Enforce annual contracts per policy and own the renewal cycle

3 to 6+ years in B2B SaaS account management, customer success, or partnerships

Managed a book of 20+ B2B partners or accounts simultaneously (no affiliate or referral programs)

Owned or contributed to a partner onboarding playbook

Worked cross-functionally with product and engineering on API or integration requests

Comfortable reading API docs, understanding webhook flows, and communicating integration requirements without being a technical pass-through

Negotiated contract renewals or term adjustments with B2B partners

Demonstrated HubSpot CRM rigor; every partner interaction logged, pipeline stages maintained

Bachelor's degree or equivalent experience

SaaS startup experience, ideally in FinTech, LegalTech, or compliance

Built a partner health scorecard from scratch

Familiarity with technical terminology around APIs

Why join us

First dedicated partner success seat within the organization
Work at the intersection of fintech, API infrastructure, and global founder enablement
Opportunity to work with a dynamic and innovative company at the forefront of the industry.
Collaborative and supportive team environment with opportunities for growth and development.
Flexibility to work remotely from anywhere with a stable internet connection.
Competitive compensation package with performance-based incentives.

If you are passionate about helping businesses succeed and thrive, and you possess the skills and experience outlined above, we want to hear from you! Join us at doola and be part of a team dedicated to simplifying the path to business success. doola is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.