Eltropy Inc.

Manage a portfolio of mid-size financial institution customers, drive product value and retention, conduct success reviews, and identify upsell opportunities. | Requires 5+ years in customer-facing SaaS or FinTech roles, strong analytical skills, technical curiosity, and comfort in a fast-paced collaborative startup. | Location: East, US Remote (ME, NH, VT, MA, RI, NJ, DE, DC, VA, NC, SC, GA, FL) Compensation: $120,000 - $150,000 (Total Cash Compensation) The salary range above reflects our compensation bands adjusted for regional cost-of-living differences. Actual compensation will be determined based on the candidate's experience level, skills, and the specific location within our service region. Eltropy is seeking a proactive and results-driven Tier 2 Customer Success Manager (CSM) in the Eastern U.S. region to manage a portfolio of 50 mid-size customers. In this role, you will help Community Financial Institutions (credit unions and community banks) create a best-in-class experience for their consumers through our industry leading AI communications platform. In addition to SaaS expertise, the ideal candidate embodies personal attributes – teamwork, empathy, technical curiosity, a quality mindset - necessary in building customer trust. In this role, you’ll act as the primary point of contact, ensuring that our customers derive maximum value from our products and services while driving retention, growth, and overall satisfaction. Role & Responsibilities: Customer Relationship Management: Serve as the primary contact for a portfolio of 50 customers, fostering trust and building strong, long-term relationships. Conduct regular check-ins and Strategic Business Reviews (SBRs) to ensure customers are achieving their desired outcomes. Referenceable customers Cultivate customers who will serve as positive references of Eltropy to prospects Advocate and drive customers’ product, technology, and service needs internally within Eltropy. Customer Success Strategy: Develop and execute tailored success plans to support customers in achieving their goals. Proactively identify and mitigate risks of churn through data analysis, usage tracking, and early intervention strategies. Revenue Growth: Identify opportunities for expansion and upsell within the portfolio by aligning customer needs with additional products or services. Collaborate with the Sales team to close expansion opportunities and ensure seamless handoffs. Onboarding and Adoption: Program-manage the onboarding process, ensuring a smooth and successful implementation. Drive product adoption by providing training, resources, and best practices. Advocacy and Feedback: Advocate for customers internally by communicating their needs and challenges to cross-functional teams. Collect and relay customer feedback to influence product development and improve the customer experience. Metrics and Reporting: Track and report on customer health, retention rates, and other key metrics. Maintain accurate records of customer interactions and updates in [CRM/CS platform]. What You Offer: You have deep (preferably 5+ years) of customer facing experience (account management, customer success), ideally in SaaS and FinTech. You’re deeply curious, willing to explore and learn all aspects of our customers’ businesses, and Eltropy’s and our partners’ products. You bring a high EQ and a cool, calm confidence to help customers identify and overcome business challenges Customer-Centric Mindset: A passion for helping customers succeed and the ability to understand their needs and challenges. Problem-Solving: Strong analytical and problem-solving skills, with a proactive approach to identifying and addressing issues. Technical Aptitude: Comfortable working with technology and able to quickly learn new software and tools. You are data driven and unafraid to tackle big problems Team Collaboration: Ability to work collaboratively across teams, including sales, product, and support. You’re fundamentally a team player, always willing to roll up your sleeves, jump in and help Adaptability: Thrive in a fast-paced, start-up environment where priorities can change rapidly. You are willing to travel quarterly (or as needed) to conduct in-person meetings with customers, and with the rest of the Eltropy team. About Eltropy Eltropy is the Agentic AI Platform for Credit Unions and Community Banks. We bring humans and AI together to serve communities better. From answering a question to resolving a request, AI agents handle the routine tasks working alongside your team that provides the human touch. Built-in Safe AI guardrails and a human-in-the-loop approach ensure AI operates within policy and people remain in control. More than 750 financial institutions trust Eltropy to drive growth, experience, efficiency, and compliance. Visit Eltropy.com to learn more. Eltropy Values Customers are our North Star No Fear - Tell the truth Team of Owners Eltropy is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

You would manage 50 mid-size financial institution customers, driving adoption, retention, and revenue growth while surfacing customer needs to influence product development. | The role requires 5+ years in customer-facing work, preferably in SaaS or FinTech, plus strong analytical, customer-centric, and fast-paced startup skills. | Location: South Central, US Remote (UT, CO, KS, OK, TX, MO, AR, LA, MS) Compensation: $120,000 - $150,000 (Total Cash Compensation) The salary range above reflects our compensation bands adjusted for regional cost-of-living differences. Actual compensation will be determined based on the candidate's experience level, skills, and the specific location within our service region. Eltropy is seeking a proactive and results-driven Tier 2 Customer Success Manager (CSM) in the South Central U.S. region to manage a portfolio of 50 mid-size customers. In this role, you will help Community Financial Institutions (credit unions and community banks) create a best-in-class experience for their consumers through our industry leading AI communications platform. In addition to SaaS expertise, the ideal candidate embodies personal attributes – teamwork, empathy, technical curiosity, a quality mindset - necessary in building customer trust. In this role, you’ll act as the primary point of contact, ensuring that our customers derive maximum value from our products and services while driving retention, growth, and overall satisfaction. Role & Responsibilities: Customer Relationship Management: Serve as the primary contact for a portfolio of 50 customers, fostering trust and building strong, long-term relationships. Conduct regular check-ins and Strategic Business Reviews (SBRs) to ensure customers are achieving their desired outcomes. Referenceable customers Cultivate customers who will serve as positive references of Eltropy to prospects Advocate and drive customers’ product, technology, and service needs internally within Eltropy. Customer Success Strategy: Develop and execute tailored success plans to support customers in achieving their goals. Proactively identify and mitigate risks of churn through data analysis, usage tracking, and early intervention strategies. Revenue Growth: Identify opportunities for expansion and upsell within the portfolio by aligning customer needs with additional products or services. Collaborate with the Sales team to close expansion opportunities and ensure seamless handoffs. Onboarding and Adoption: Program-manage the onboarding process, ensuring a smooth and successful implementation. Drive product adoption by providing training, resources, and best practices. Advocacy and Feedback: Advocate for customers internally by communicating their needs and challenges to cross-functional teams. Collect and relay customer feedback to influence product development and improve the customer experience. Metrics and Reporting: Track and report on customer health, retention rates, and other key metrics. Maintain accurate records of customer interactions and updates in [CRM/CS platform]. What You Offer: You have deep (preferably 5+ years) of customer facing experience (account management, customer success), ideally in SaaS and FinTech. You’re deeply curious, willing to explore and learn all aspects of our customers’ businesses, and Eltropy’s and our partners’ products. You bring a high EQ and a cool, calm confidence to help customers identify and overcome business challenges Customer-Centric Mindset: A passion for helping customers succeed and the ability to understand their needs and challenges. Problem-Solving: Strong analytical and problem-solving skills, with a proactive approach to identifying and addressing issues. Technical Aptitude: Comfortable working with technology and able to quickly learn new software and tools. You are data driven and unafraid to tackle big problems Team Collaboration: Ability to work collaboratively across teams, including sales, product, and support. You’re fundamentally a team player, always willing to roll up your sleeves, jump in and help Adaptability: Thrive in a fast-paced, start-up environment where priorities can change rapidly. You are willing to travel quarterly (or as needed) to conduct in-person meetings with customers, and with the rest of the Eltropy team. About Eltropy Eltropy is the Agentic AI Platform for Credit Unions and Community Banks. We bring humans and AI together to serve communities better. From answering a question to resolving a request, AI agents handle the routine tasks working alongside your team that provides the human touch. Built-in Safe AI guardrails and a human-in-the-loop approach ensure AI operates within policy and people remain in control. More than 750 financial institutions trust Eltropy to drive growth, experience, efficiency, and compliance. Visit Eltropy.com to learn more. Eltropy Values: Customers are our North Star No Fear - Tell the truth Team of Owners Eltropy is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Manage a portfolio of mid-size financial institutions by driving AI-platform adoption, onboarding customers, and identifying upsell opportunities. | Requires 5+ years of customer-facing experience in SaaS or FinTech, along with analytical, customer-centric, and communication skills. | Location: Central, US Remote (MI, IL, IN, OH, PA, MN, IA, NE) Compensation: $120,000 - $150,000 (Total Cash Compensation) The salary range above reflects our compensation bands adjusted for regional cost-of-living differences. Actual compensation will be determined based on the candidate's experience level, skills, and the specific location within our service region. Eltropy is seeking a proactive and results-driven Tier 2 Customer Success Manager (CSM) in the Central U.S. region to manage a portfolio of 50 mid-size customers. In this role, you will help Community Financial Institutions (credit unions and community banks) create a best-in-class experience for their consumers through our industry leading AI communications platform. In addition to SaaS expertise, the ideal candidate embodies personal attributes – teamwork, empathy, technical curiosity, a quality mindset - necessary in building customer trust. In this role, you’ll act as the primary point of contact, ensuring that our customers derive maximum value from our products and services while driving retention, growth, and overall satisfaction. Role & Responsibilities: Customer Relationship Management: Serve as the primary contact for a portfolio of 50 customers, fostering trust and building strong, long-term relationships. Conduct regular check-ins and Strategic Business Reviews (SBRs) to ensure customers are achieving their desired outcomes. Referenceable customers Cultivate customers who will serve as positive references of Eltropy to prospects Advocate and drive customers’ product, technology, and service needs internally within Eltropy. Customer Success Strategy: Develop and execute tailored success plans to support customers in achieving their goals. Proactively identify and mitigate risks of churn through data analysis, usage tracking, and early intervention strategies. Revenue Growth: Identify opportunities for expansion and upsell within the portfolio by aligning customer needs with additional products or services. Collaborate with the Sales team to close expansion opportunities and ensure seamless handoffs. Onboarding and Adoption: Program-manage the onboarding process, ensuring a smooth and successful implementation. Drive product adoption by providing training, resources, and best practices. Advocacy and Feedback: Advocate for customers internally by communicating their needs and challenges to cross-functional teams. Collect and relay customer feedback to influence product development and improve the customer experience. Metrics and Reporting: Track and report on customer health, retention rates, and other key metrics. Maintain accurate records of customer interactions and updates in [CRM/CS platform]. What You Offer: You have deep (preferably 5+ years) of customer facing experience (account management, customer success), ideally in SaaS and FinTech. You’re deeply curious, willing to explore and learn all aspects of our customers’ businesses, and Eltropy’s and our partners’ products. You bring a high EQ and a cool, calm confidence to help customers identify and overcome business challenges Customer-Centric Mindset: A passion for helping customers succeed and the ability to understand their needs and challenges. Problem-Solving: Strong analytical and problem-solving skills, with a proactive approach to identifying and addressing issues. Technical Aptitude: Comfortable working with technology and able to quickly learn new software and tools. You are data driven and unafraid to tackle big problems Team Collaboration: Ability to work collaboratively across teams, including sales, product, and support. You’re fundamentally a team player, always willing to roll up your sleeves, jump in and help Adaptability: Thrive in a fast-paced, start-up environment where priorities can change rapidly. You are willing to travel quarterly (or as needed) to conduct in-person meetings with customers, and with the rest of the Eltropy team. About Eltropy Eltropy is the Agentic AI Platform for Credit Unions and Community Banks. We bring humans and AI together to serve communities better. From answering a question to resolving a request, AI agents handle the routine tasks working alongside your team that provides the human touch. Built-in Safe AI guardrails and a human-in-the-loop approach ensure AI operates within policy and people remain in control. More than 750 financial institutions trust Eltropy to drive growth, experience, efficiency, and compliance. Visit Eltropy.com to learn more. Eltropy Values Customers are our North Star No Fear - Tell the truth Team of Owners Eltropy is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Grow existing credit union accounts through targeted outreach, executive relationships, cross-functional collaboration, and customer expansions. | Requires 5+ years in B2B SaaS revenue roles, 3+ years in credit unions or community banking, campaign-sequence experience, and strong executive communication. | Job Title: Account Manager, Tier 3 Location: Remote, USA Compensation: $120,000-$150,000 OTE Etlropy is seeking an Account Manager to drive growth at credit union customers already using Eltropy's agentic AI platform. You'll own the full playbook: designing multi-touch campaigns that reach executives at scale, then building 1:1 relationships with C-suite decision-makers. This means running sophisticated sequences in HubSpot, preparing executives for high-stakes conversations, and landing meaningful expansions across customers you'll know well. Role & Responsibilities • Build and run automated outreach (email sequences, tracked campaigns, short demo videos) that reaches every account and turns engagement into conversations • Build relationships with CEOs and executives at smaller institutions through 1:1 meetings, small-group sessions and selected on-site visits • Partner with CSMs, Sales Engineering and Marketing to find opportunities, create demo content and land expansions • Use industry partners (leagues, associations, events) and customer references to expand reach and credibility Qualifications • 5+ years in B2B SaaS revenue roles: sales, account management, or marketing with a track record of measurable revenue impact, such as closed revenue, influenced pipeline, or growth against targets • 3+ years in the credit union/community banking market • Experience designing and running multi-touch campaigns or sequences (HubSpot or similar) and improving them through testing • Strong written and executive communication, including messaging that works by email, video and in person • Comfort presenting to and briefing C-suite audiences, including preparing executives for high-stakes conversations • Experience managing partner and stakeholder relationships across organizations • Ability to work across Sales, Marketing and Customer Success, and keep go-to-market messaging aligned • Comfort with CRM data and AI-assisted tools to work a large book efficiently Why join us? • Be part of a dynamic, high-growth tech company with an exciting future. • Work in a collaborative and supportive environment that values innovation and employee experience. • Competitive compensation and benefits, including healthcare, 401(k), and professional development opportunities. • An opportunity to make a direct impact in the way Credit Unions and Community banks manage and elevate their member experience. About Eltropy (www.eltropy.com) Eltropy is on a mission to disrupt the way people access financial services. Eltropy enables financial institutions to digitally engage in a secure and compliant way. Using our world-class digital communications platform, community financial institutions can improve operations, engagement and productivity. CFIs (Community Banks and Credit Unions) use Eltropy to communicate with consumers via Text, Video, Secure Chat, co-browsing, screen sharing and chatbot technology — all integrated in a single platform bolstered by AI, skill-based routing and other contact center capabilities. Eltropy Values: • Customers are our North Star • No Fear - Tell the truth • Team of Owners Eltropy is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Manage financial institution accounts through onboarding, success planning, retention, growth, and product adoption while bringing customer needs to internal teams. | Requires at least five years of customer-facing B2B SaaS or FinTech experience, enterprise account management, strong analytical and communication skills, and travel up to 25%. | Location: Central, US Remote (TX, UT, CO, NM, KS, OK, MO, AR, MS, LA) Compensation: $145,000 - $175,000 (Total Cash Compensation) Eltropy is seeking a strategic and results-oriented Tier-1 Customer Success Manager (CSM) to manage a portfolio of roughly 20 high-impact financial institution customers, including top-tier credit unions and community banks. In this role, you will partner with key stakeholders to deliver transformative outcomes through our industry-leading AI-powered communications platform while driving retention, growth, and overall satisfaction. Role & Responsibilities Tier-1 Relationship Management Serve as the trusted strategic advisor and single point of contact for roughly 20 Tier-1 accounts, fostering deep executive relationships and long-term partnerships. Conduct regular check-ins and executive/strategic business reviews to ensure customers are achieving their desired outcomes and realizing clear ROI from Eltropy. Cultivate referenceable customers who serve as positive advocates of Eltropy to prospects and within the broader financial services community. Advocate and drive customers’ product, technology, and service needs internally within Eltropy. Customer Success Strategy Develop and execute tailored, multi-year success plans to support customers in achieving their business goals and transformation initiatives. Proactively identify and mitigate risks of churn through data analysis, health scoring, usage tracking, and early intervention strategies. Partner closely with customers on best practices, change management, and roadmap alignment to maximize adoption and value. Revenue Growth Identify opportunities for expansion and upsell within the portfolio by aligning customer needs and strategic priorities with additional products and services. Collaborate with the Sales team on account planning and to close expansion opportunities, ensuring seamless handoffs and a unified account strategy. Support commercial conversations by providing value narratives, use cases, and success metrics that demonstrate impact. Onboarding and Adoption Program-manage complex, Tier-1 onboarding projects, ensuring a smooth and successful implementation across multiple teams and locations. Drive product adoption by providing training, enablement resources, and best practices tailored to Tier-1 workflows and operational realities. Partner with customer project teams and Eltropy implementation resources to ensure timelines, milestones, and success criteria are clearly defined and met. Advocacy and Feedback Advocate for customers internally by communicating their needs, challenges, and strategic priorities to cross-functional teams including Product, Engineering, Support, and Marketing. Collect, synthesize, and relay customer feedback to influence product development, improve customer experience, and inform Eltropy’s roadmap. Help identify and nurture customer stories, case studies, and speaking opportunities that showcase successful outcomes. Metrics and Reporting Track and report on customer health, retention, expansion, and other key metrics across your Tier-1 portfolio. Maintain accurate and up-to-date records of customer interactions, risks, opportunities, and plans in the CRM/CS platform. Regularly communicate account status, risks, and growth opportunities to internal stakeholders and leadership. What You Offer Deep (5+ years) customer-facing experience (account management, customer success), ideally in B2B SaaS and/or FinTech, with a proven track record supporting complex, Tier-1 or enterprise-level customers. Willingness and ability to travel to customer sites—up to 25%—for executive business reviews, strategic upsell discussions, issue mitigation, and strengthening long-term customer partnerships. Customer-centric mindset with a passion for helping customers succeed and the ability to understand their business, technical, and operational needs. Strong analytical and problem-solving skills, with a proactive approach to identifying and addressing both strategic and tactical issues. High technical aptitude: comfortable working with technology and able to quickly learn new software and tools. Data-driven and unafraid to tackle complex, ambiguous problems. Exceptional communication and executive presence, with the ability to influence and build trust at all levels of a customer’s organization. Highly collaborative, able to work effectively across sales, product, support, implementation, and leadership teams. You are fundamentally a team player, always willing to roll up your sleeves and help. Adaptability and resilience in a fast-paced, start-up environment where priorities can change rapidly. About Eltropy Eltropy is on a mission to disrupt the way people access financial services. Eltropy enables financial institutions to digitally engage in a secure and compliant way. Using our world-class digital communications platform, community financial institutions can improve operations, engagement, and productivity. Community Banks and Credit Unions use Eltropy to communicate with consumers via text, video, secure chat, co-browsing, screen sharing, and chatbot technology — all integrated in a single platform bolstered by AI, skill-based routing, and other contact center capabilities. Eltropy Values Customers are our North Star No Fear – Tell the truth Team of Owners Eltropy is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.