Customer Success Manager at ActiveComply

Customer Success Manager | ActiveComply | Orlando, FL (Remote) | Individual Contributor

About ActiveComply

ActiveComply is the leading digital communication compliance platform for financial institutions — helping banks, credit unions, and independent mortgage banks manage social media, website, and remote work compliance through our SocialShield, TrustFrame, WebCompass, and VirtualVerify product suite. Backed by Level Equity and growing fast, we're looking for a CSM who's equally comfortable in a spreadsheet and on a client call.

The Role

As a Customer Success Manager, you'll own a portfolio of client relationships from onboarding through renewal. You'll be the go-to person for helping compliance teams at banks and mortgage lenders get real, measurable value out of our platform — and you'll be a key voice internally for what clients need next.

What You'll Do

  • Own a book of accounts and drive retention, satisfaction, and expansion
  • Lead onboardings, QBRs, and ongoing check-ins to ensure clients are hitting their compliance goals
  • Become a product expert across SocialShield, TrustFrame, WebCompass, and VirtualVerify
  • Proactively identify at-risk accounts and work cross-functionally to resolve issues
  • Capture and advocate for client feedback to influence the product roadmap
  • Track key health metrics (NPS, usage, renewal risk) and keep your CRM clean

What We're Looking For

  • 2–4 years in a customer success, account management, or similar client-facing SaaS role
  • Strong communicator — clear, direct, and empathetic with non-technical compliance audiences
  • Organized self-starter who can manage a portfolio
  • Comfortable navigating regulated industries; financial services or RegTech experience is a plus
  • Familiarity with tools like HubSpot, Salesforce, or similar CRM platforms

Why ActiveComply

  • Mission-driven work in a space where compliance actually matters
  • Small, high-ownership team — your impact is visible
  • Recent growth investment means real runway and opportunity to grow with the company