Senior Customer Success Manager

Join Wise, a global technology company on a mission to make international money transfers easier and more affordable. As a Senior Customer Success Manager, you will focus on process architecture, operational design, tooling improvement, and continuous improvement across team workflows. You will work closely with cross-functional teams to build a scalable operational foundation that increases team efficiency and structures workflows for reliable AI integration.

• Architecting and streamlining existing team processes into a cohesive workflow to enhance efficiency and maintain a Single Source of Truth (SOT).
• Identifying high-frequency, manual workflows within the Customer Success Manager (CSM) team that can be automated, and executing a roadmap for process automation.
• Collaborating with the Salesforce product team to design and implement dedicated Salesforce workflows and objects that align with CSM processes.

**About you:**

• 3+ years of experience in Program Management, Business Operations, or Product Operations in a fast-paced tech company or scale-up.
• CRM & Systems Building: Hands-on experience configuring, designing, or optimizing CRM workflows (preferably Salesforce).
• Process Automation & Knowledge Architecture: Demonstrated ability to eliminate manual spreadsheet/Slack workflows by building automated workflows and structuring single-source-of-truth knowledge bases (Notion, Confluence, Wikis).
• Technical & AI Literacy: Comfortable working with modern AI/LLM tools to streamline team knowledge and workflows. Good understanding of APIs and ability to learn payment processing workflows.
• Stakeholder Alignment: Strong track record of leading cross-team projects and securing buy-in from product, engineering, and business teams without line authority.

Bonus points

• Hands-on experience deploying AI tooling: Direct experience structuring knowledge bases for RAG/LLM retrieval, building AI agents, or setting up AI-assisted workflows.
• Prior experience working with B2B SaaS platform integrations, APIs, or fintech products.

## Additional Information

For everyone, everywhere. We're people building money without borders — without judgement or prejudice, too. We believe teams are strongest when they are diverse, equitable and inclusive.

We're proud to have a truly international team, and we celebrate our differences.

Inclusive teams help us live our values and make sure every Wiser feels respected, empowered to contribute towards our mission and able to progress in their careers.

If you want to find out more about what it's like to work at Wise visit [<Wise.Jobs>](https://www.wise.jobs/).

Keep up to date with life at Wise by following us on [LinkedIn](https://www.linkedin.com/company/1769571/) and [Instagram](https://www.instagram.com/wisecareers/).