Customer Success Manager | Bankrate

We’re looking for a Customer Success Manager (CSM) who thrives at the intersection of data, strategy, and partnership.

In this role, you’ll own relationships with a portfolio of leading financial institutions and digital banks—helping them unlock growth through insight, execution, and collaboration. You’ll combine analytical problem-solving with commercial instinct, building strategies that deliver measurable impact for your partners and the business.

You’ll act as strategist, operator, and relationship owner: translating complex performance data into clear recommendations, driving execution across teams, and ensuring that every initiative contributes to long-term partner success. You’ll also develop enduring relationships built on transparency and shared growth—aligning on mutually beneficial incentives that strengthen trust and performance over time.

*This role is open to remote or hybrid candidates (East coast preference), with hybrid being central to our New York, NY or Charlotte area offices. Must be able to work Eastern Standard Time hours.

What You’ll Do:

• Own partner success: Build and deepen relationships with key partners, ensuring alignment between their business goals and Bankrate’s solutions.
• Connect strategy to execution: Analyze performance data to identify opportunities, recommend optimizations, and drive measurable results.
• Lead conversations that matter: Run partner reviews and business discussions that translate insights into action.
• Collaborate to grow: Work closely with analytics, marketing, and product teams to unlock performance opportunities.
• Think like a builder: Contribute to playbooks and best practices that strengthen our approach to partner success.

What We're Looking For:

• 2+ years of experience in Customer Success, Partner Management, Account Management, Strategy, or Consulting. Experience within Financial Services (Banking, Fintech, BaaS) a plus.
• Analytical and commercially minded — you understand how data translates into growth.
• Excellent communicator — you can simplify complexity and tell a story with insights.
• Entrepreneurial and adaptable — you thrive in fast-moving, collaborative environments.
• Relationship-first — you build credibility and influence through trust and expertise.

What You'll Get:

• Strategic exposure: Work directly with senior leaders and top-tier financial institutions.
• Ownership: Shape and deliver strategies that drive partner growth and retention.
• High-growth environment: Join a team that values experimentation, accountability, and speed.
• Purposeful impact: Help millions of consumers and hundreds of partners achieve better financial outcomes.

Compensation: 

• Cash Compensation Range: $80,000 - $100,000 per year*
• New York Compensation Range: $100,000 - $125,000 per year*

*Note actual salary is based on geographic location, qualifications, and experience 

Additionally, the following benefits are provided by Red Ventures, subject to eligibility requirements.

• Health Insurance Coverage (medical, dental, and vision)
• Life Insurance
• Short and Long-Term Disability Insurance
• Flexible Spending Accounts
• Holiday Pay
• 401(k) with match
• Employee Assistance Program
• Paid Parental Bonding Benefit Program
• Flexible Paid Time Off (PTO): We believe time to rest and recharge is essential.  That’s why we offer a generous and flexible PTO policy.  Full-time employees accrue 20 days of PTO for a full calendar year annually, with an increase to 25 days after five years of service.

Who We Are:

Bankrate is redefining the future of financial decision-making. For nearly five decades, we’ve empowered tens of millions of consumers to make smarter financial choices and helped hundreds of leading financial institutions grow. Today, we’re evolving from a marketplace into a next-generation technology platform—underpinned by proprietary data, AI-driven innovation, and deep enterprise integrations. With  our track record of delivering consumers quantifiably better offers—for example, on home loans  where we lead the market—Bankrate stands at the center of the $60B U.S. financial services acquisition opportunity. As we expand through  omnichannel marketing and strategic  partnerships, and launch  unique consumer product applications, we’re building a more efficient, personalized, and connected financial ecosystem—one grounded in trust. Join us as we transform five decades of credibility into the next era of financial technology.

Red Ventures is an equal opportunity employer that does not discriminate against any employee or applicant because of race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or any other basis protected by law. Employment at Red Ventures is based solely on a person's merit and qualifications. 

We are committed to providing equal employment opportunities to qualified individuals with disabilities. This includes providing reasonable accommodation where appropriate. Should you require a reasonable accommodation to apply or participate in the job application or interview process, please contact accommodation@redventures.com. 

If you are based in California, we encourage you to read this important information for California residents linked here.

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