Customer Success Manager (Conversational AI for Banking)
ScrumAID
San Francisco, CA · Posted November 2, 2026
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Where San Francisco, CA ranks
Where San Francisco, CA placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #1Best cities for security jobs316 openings · of 20
- #1Best cities for technology jobs7,178 openings · of 100
- #1Best cities for financial services pay after cost of living$173k · of 33
- #1Best cities for entry-level jobs that want AI skills35% · of 100
- #1Best cities for entry-level jobs that want AI skills in the West Coast35% · of 54
- #1Cities with the most jobs that do not need a four-year degree in the West Coast902 jobs · of 47
Rankings about customer success jobs
- Best cities for customer success jobs #1 New York (367 openings)
- Employers with the most customer success jobs #1 Gallagher (167 roles)
Customer Success jobs · Top Customer Success employers · All rankings
Pay compared with the market
This listing does not state pay. Across 129 open customer success manager listings that state pay, the middle half runs $95,000 to $138,000 and the median is $122,500.
Listed pay is what employers advertise, not what people are paid.
Customer Success Manager salaries by state · Check your own pay
How AI is used in this kind of work
AI use among sales managers is little observed so far. Measured exposure for sales managers: 4% (little observed).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
Skills this job asks for
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About the job
A growth-stage conversational AI company serving smaller financial institutions, such as credit unions, is hiring customer success managers to look after strategic accounts. You will be the senior relationship owner for executive stakeholders and a credible voice on how the AI products work.
Role scope
Manage a defined portfolio of strategic accounts as main contact and trusted advisor to VP and C-level leaders
Safeguard account health, adoption and retention, spotting risk early and running recovery efforts before issues escalate
Lead regular executive business reviews with data-backed insights and clear recommendations
Partner with Sales on upsell and expansion opportunities that lift net revenue retention
Turn usage and automation outcomes into business stories that help customers decide
Carry feedback on product gaps and adoption friction back to Product and Engineering
Keep CRM account health notes, risk flags and renewal forecasts accurate
About you
Five to ten years in customer success, owning deep relationships with enterprise or larger mid-market B2B SaaS customers up to executive level
At least a year at a venture-backed startup (Series A-D), improving processes rather than following a ready-made playbook
Product-minded: able to explain a technical product and the value it creates
Comfortable with AI productivity tools
Bachelor’s degree and willingness to travel to customer sites a couple of days a month
Fintech, contact-center or conversational AI experience is a plus
On-site in the San Francisco Bay Area. Visa transfers considered.