Customer Success Manager, Lending Partnerships jobs in United States
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Upstart · 3 days ago

Customer Success Manager, Lending Partnerships

Upstart is the leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. As a Customer Success Manager, you will work directly with lending partners supporting their compliance, financial, and product needs while driving business growth and enhancing the partner experience.

Artificial Intelligence (AI)AutomotiveConsumer LendingCreditFinancial ServicesFinTechLendingMachine LearningPersonal Finance
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H1B Sponsor Likelynote

Responsibilities

Respond rapidly to client requests and questions, ensuring all communications are timely, accurate, and professional
Drive business and revenue growth by partnering with financial institutions, managing projects end-to-end, ensuring compliance, and effectively negotiating priorities and deadlines
Collaborate cross-functionally with Product, Engineering, Compliance, Legal, Finance, and Operations teams to identify issues, implement new features, and deliver effective solutions
Champion the partner experience by gathering feedback, advocating for product enhancements, navigating regulatory concerns, and ensuring their needs are clearly represented internally
Continuously improve processes by streamlining workflows, implementing automation where possible, increasing efficiency, and elevating the overall partner experience, all while maintaining compliance and quality standards

Qualification

Customer success managementLending compliance knowledgeFinancial services experienceMS Office proficiencyLookerBI tool experienceAnalytical skillsInterpersonal skillsProblem-solving skillsCollaboration skillsSelf-starter attitude

Required

5+ years of experience in a customer facing consulting, financial services, or operations role — ideally within a fintech or financial institution
Exceptional interpersonal and communication skills, with proven success collaborating across diverse teams and stakeholders
Client-focused mindset with the ability to build strong relationships with lending partners; experience in customer support, account management, or other external-facing roles is a plus
Self-starter attitude with a track record of thriving under pressure, managing multiple priorities, and taking initiative in ambiguous environments — no task too big or too small
Strong analytical, problem-solving, and prioritization skills, with the ability to turn insights into actionable results
Collaborative team player who embraces flexibility, adaptability, and a willingness to 'wear many hats' in a dynamic environment

Preferred

Knowledge of lending compliance
Experience interacting with C level executives
Prior experience in financial services
Advanced Level experience with MS Office and/or G Suite
Experience with Looker or a similar BI tool

Benefits

Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart
Generous 401(k) plan with Upstart matching $2 for every $1 contributed, up to $15,000 per year
Employee Stock Purchase Plan (ESPP)
Life and disability insurance
Generous holiday, vacation, sick and safety leave
Supportive parental, family care, and military leave programs
Annual wellness, technology & ergonomic reimbursement programs
Social activities including team events and onsites, all-company updates, employee resource groups (ERGs), and other interest groups such as book clubs, fitness, investing, and volunteering
Catered lunches + snacks & drinks when working in offices

Company

Upstart (NASDAQ: UPST) is a leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit.

H1B Sponsorship

Upstart has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (68)
2024 (67)
2023 (85)
2022 (85)
2021 (42)
2020 (15)

Funding

Current Stage
Public Company
Total Funding
$3.36B
Key Investors
CastlelakeProgressiveRakuten
2025-11-06Post Ipo Debt· $1.5B
2025-09-05Post Ipo Debt· $320M
2025-08-12Post Ipo Debt· $600M

Leadership Team

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Dave Girouard
Founder & CEO
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Paul Gu
Co-Founder
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Company data provided by crunchbase