Mid-level Customer Success & Strategic Account Manager specializing in FinTech and SaaS
Redwood City, CaliforniaCustomer Success Manager5 years experienceMid-LevelMarketing & AdvertisingDesignSaaS
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About
Enterprise Customer Success/implementation leader in fintech (Optimus) specializing in payment reconciliation platforms, complex integrations (API/SFTP), and data normalization across processors/banks/ERPs. Demonstrated measurable impact (60–70% reduction in manual reconciliation) and strong cross-functional/product influence, including roadmap improvements for exception management and successful land-and-expand into fee management.
Experience
Customer Success ManagerOptimus Fintech
Strategic Account ManagerVolume Inc
Account ManagerDBC NY
Education
Parsons School of Designmaster, Strategic Design & Management (2019)
Symbiosis International Universitybachelor, Business Administration (Accounting & Finance) (2014)
Key Strengths
Owned Fortune 500 enterprise account end-to-end (onboarding through renewal) for payment reconciliation platform
Drove 60–70% reduction in manual reconciliation effort through integrations, data mapping, and validation controls
Strong at managing complex stakeholder groups (technical admins, champions, exec sponsors) and resolving conflicting priorities via phased rollout
Effective cross-functional incident resolution (ERP vs platform discrepancies) by diagnosing file format/timestamp issues and aligning Product/Engineering/Sales
Translates customer feedback into actionable product requirements (problem statements, user stories) and influences roadmap (exception management improvements)
Identifies and executes expansion opportunities tied to measurable value (added processors + Fee Management module)
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