In this role, you’ll sit at the intersection of analysis, strategy, and partnership—using data and judgment to help shape how financial institutions grow with Bankrate. You’ll take ownership of a portfolio of partners and work to understand what’s really driving their performance, where opportunity exists, and how to unlock better outcomes over time.
As a Customer Success Manager, you won’t just report on results—you’ll influence them. You’ll translate complex performance data into clear points of view, guide partners and internal teams through trade-offs and decisions, and help turn insight into action. Along the way, you’ll build trusted relationships by bringing clarity, rigor, and a strong sense of ownership to every interaction.
This role is an ideal next step for analytically minded professionals who want to move closer to the business—applying structured thinking in real partner conversations, shaping decisions that matter, and growing into broader customer-facing leadership 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:
- Take ownership of a portfolio of financial institution partners, helping guide their growth and long-term success through insight, judgment, and execution.
- Dig into performance data to understand what’s driving results, surface meaningful opportunities, and anticipate risks before they become issues.
- Turn analysis into perspective—developing clear recommendations that help partners and internal teams make smarter, more informed decisions.
- Lead partner business reviews and ongoing conversations that connect performance insights to strategy, priorities, and next actions.
- Work cross-functionally with Analytics, Product, Marketing, and Commercial teams to translate ideas into execution and measurable impact.
- Build strong, trust-based relationships by bringing clarity, rigor, and accountability to every interaction.
- Create and maintain a clear record of partner performance, risks, and action plans to ensure focus, follow-through, and results.
What We're Looking For:
- 2-4 years of experience in an analytically oriented role (e.g., analytics, strategy, operations) supporting customer-facing or commercial teams, or in Customer Success, Partner Management, or Account Management in a data-driven environment
- Strong analytical skills with comfort working in Excel/Sheets and data visualization tools (Looker, Tableau, Power BI, etc.); SQL experience is a plus.
- Ability to interpret and translate complex information into clear, structured recommendations that influence decisions.
- Comfort engaging with partners and internal stakeholders, using insight and judgment to guide conversations.
- Strong written and verbal communication skills, with interest in partner-facing work.
- Organized, detail-oriented, and motivated by accountability and impact.
- Curiosity, ownership, and a desire to grow into broader customer-facing leadership over time
Compensation:
This range reflects total cash compensation, which may include base salary only or base salary plus target bonus, depending on the role. Where eligible, equity may also be offered separately and not included below. Actual compensation varies based on location, experience, and qualifications.
- Total Cash Compensation Range: $80,000 - $100,000 per year
- New York City Total Cash Compensation Range: $100,000 - $125,000 per year
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.
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