*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.
We’re looking for a Customer Success Manager (CSM) who’s part strategist, part operator, and fully invested in helping partners grow. You’ll manage a portfolio of relationships across our credit card category shaping strategies, analyzing performance, and driving initiatives that create real business impact. This is a high-visibility role for someone who thrives at the intersection of data, strategy, and relationship management and wants to make a tangible impact on business growth.
What You’ll Do:
- Own relationship success: Build and deepen relationships with key issuer customers within our credit cards vertical, understanding their business goals and ensuring Bankrate delivers measurable results.
- Architect for scale: Identify opportunities to automate routine tasks and build scalable operational processes, ensuring our CS engine runs efficiently as the portfolio expands. Help evolve our approach to customer success by developing playbooks, frameworks, and best practices for how we grow together.
- Be the data authority: Dig into performance data using Excel and visualization tools (Looker/Tableau) to diagnose card program health — approval rates, volume, spend, and retention — and provide evidence-based recommendations both internally and externally that drive growth.
- Lead conversations that matter: Drive discussions, reviews, and recommendations that influence strategic decisions.
- Collaborate to grow: Work cross-functionally with finance, analytics, marketing, and product teams to unlock new performance opportunities for our card issuers
What We’re Looking For:
- 2-3 years of experience in Customer Success, Partner Management, Account Management, Strategy, or Consulting. Experience within Financial Services (Banking, Fintech, Credit Cards, BaaS) a plus.
- Analytical and curious — you dig into the data to understand what’s really driving results. Strong analytical skills needed, with comfort working in Excel/Sheets and data visualization tools (Looker, Tableau, etc).
- Experience using CRM tools to automate workflows and scale operations.
- A strong communicator who can simplify complexity and tell compelling stories with numbers.
- Demonstrated ability to manage customer relationships through performance analysis and outcome-based decision-making.
- Entrepreneurial mindset — comfortable navigating ambiguity and building structure from scratch.
- Relationship-driven — you build trust through insight, not just rapport.
Compensation:
Total Cash Compensation Range: $95,000 – $125,000 per year
Actual compensation varies based on location, experience, and qualifications.
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 where Americans go to get the best price on life's most important financial decisions. By combining proprietary data, advanced technology, and deep market coverage, Bankrate helps consumers compare options and make confident financial choices across mortgages, credit cards, savings, and more. As a rate provider to the Federal Reserve and the benchmark relied upon by major publishers and policymakers nationwide, Bankrate's rate data is the national standard. This commitment to precision is reflected across all its products. In mortgages, proprietary auction technology puts lenders in real-time competition on price alone, consistently delivering rates in the lowest 10% in the country. For deposits, the platform features exclusively top-tier rates in the top 10% nationally, while its credit card coverage encompasses more than 90% of the market by volume. Founded by a journalist, Bankrate remains dedicated to its founding mission of transparency, honest information, and real competition — helping to make the American dream more affordable for everyone.
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 [email protected].
If you are based in California, we encourage you to read this important information for California residents linked here.
At Red Ventures, we believe in real human connection. That’s why we do not hire someone through text, social media, or email only. As part of the hiring process, you should expect live conversations with RV teammates before any offer is made. Also, keep an eye on the sender: we only use official @redventures.com email addresses at the portfolio level or business specific email addresses (e.g., @thepointsguy.com), not ones like “redventurescareer.com.” We will never ask candidates to send money, buy equipment, or share financial account info during your journey with us. You can always find our open roles on redventures.com— if you receive a message that seems suspicious, please use redventures.com to verify the opportunity.
For more, the U.S. Federal Trade Commission has published helpful articles to help individuals learn more about protecting themselves from recruiter scams. If you think you’ve been targeted, feel free to report it to your local authorities. Stay safe out there!
Skills Required
- 2-3 years of experience in Customer Success, Partner Management, Account Management, Strategy, or Consulting
- Strong analytical skills and comfort using Excel or Google Sheets
- Experience with data visualization tools such as Looker or Tableau
- Experience using CRM tools to automate workflows and scale operations
- Strong written and verbal communication skills, including the ability to simplify complexity and present insights with numbers
- Demonstrated ability to manage customer relationships through performance analysis and outcome-based decision-making
- Entrepreneurial mindset and comfort navigating ambiguity and building structure from scratch
- Relationship-driven approach focused on building trust through insight
- Experience in financial services, banking, fintech, credit cards, or BaaS
Bankrate Compensation & Benefits Highlights
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Healthcare Strength — Medical, dental, vision, and dedicated mental-health support (including access to Lyra Health) are presented as core offerings, signaling robust coverage. The breadth of health-related programs is consistently emphasized across employer materials and third-party descriptions.
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Parental & Family Support — Parental leave and assistance for adoption, IUI, IVF, and surrogacy are explicitly included, indicating strong support for diverse family-building paths. These benefits are highlighted alongside other core offerings as a notable strength.
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Leave & Time Off Breadth — PTO is described as generous, with mentions of ample vacation time and even a winter holiday break period. Time-off policies are portrayed as a standout element of the package.
Bankrate Insights
What We Do
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.
Why Work With Us
Our mission is to help people save, borrow and thrive—and we invest in our people the same way. You'll get hands-on AI build days, lunch & learns, dedicated learning time, and leadership development programs, plus paid community volunteer days to give back. Real growth, real impact, real support.
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Bankrate Offices
Remote Workspace
Employees work remotely.
Every role at Bankrate is open to remote candidates. If you live near one of our hubs in Charlotte or New York, we ask that you work from the office three days a week — Tuesday through Thursday — so teams can connect in person.
