Meet Callyn Wolff, a Customer Success Manager at Method

Callyn, we’d love to learn more about you and your role on the team. What’s an average day look like?

As a CSM, my focus is on making sure clients have a smooth experience from the start. I typically begin at implementation, guiding clients through onboarding and ensuring they’re set up for success with our APIs. After that, I’m always available to help with day-to-day needs, whether it’s troubleshooting or offering guidance on how to get the most out of the product.

I work closely with clients to create success plans that align with their business goals, helping them use our product to drive growth. In addition, I partner closely with our engineering and technical integration teams to ensure seamless implementations and tackle any technical challenges that come up.

Overall, I’m here to ensure our clients’ success and keep everything running smoothly on all fronts!

Describe your journey into fintech. How did you choose that career path?

I started my career in SaaS, focusing on growing Success teams and managing complex projects in the Project Management software space. Looking for a new challenge, I moved into fintech, joining a growing BaaS provider. It was a steep learning curve, diving into payments and banking compliance, but I quickly became fascinated by how essential payments are to the financial system. Payments aren’t just transactions—they power everything from personal finance to business operations. The intricacies of ACH payments and the regulatory landscape opened my eyes to how impactful and innovative this space can be.

At Method, we’re not just opening up finance—we're empowering data aggregation and payments in a way that transforms how people manage their debts and make payments. Our APIs enable seamless access to personal liability data while integrating payment rails that provide users with enhanced options and flexibility for paying off debt. By combining open finance with powerful payment functionality, we make it easier for users to manage and pay down their debts more efficiently.

In this role, I’ve been able to combine my project management skills with this new technical knowledge, which has been both challenging and rewarding. I’m passionate about fintech, especially the payments and regulatory side, where I see huge potential for growth and innovation in how people handle their financial obligations.

What attracted you to Method?

I was drawn to Method because I was looking for a new challenge at a smaller company where I could make a real impact. I wanted to be somewhere that let me focus on client work but also get involved in growing the organization and building scalable processes as we expand.

What really excited me was Method’s focus on payments and financial connectivity. I’ve always been intrigued by how essential payments are in the financial system, and Method’s work in democratizing personal liability data and enabling easy, flexible debt payments felt like something truly innovative that I wanted to be a part of.

The idea of working with a tight-knit team on something big really appealed to me, and the chance to work closely with the founders was a huge bonus. Plus, continuing my journey with an API-based fintech product was exactly the kind of space I wanted to grow in.

It just felt right—Method offers the perfect mix of making a difference and being part of something exciting and transformative, especially in areas like liability data and payments, where there’s so much potential for growth and innovation.

How does your work impact peoples’ financial lives?‍

At Method, we're improving access to personal liability data for our clients, enabling our clients to help their users manage debts and make better financial decisions. Our B2B approach provides tools that simplify complex financial information, making it easy for end users to understand their liabilities.

For example, we recently worked with a financial services provider that wanted to offer their users more transparency in managing loan payments. By integrating with Method’s APIs, they were able to provide a seamless view of personal liabilities, making the debt management process less intimidating for their users. 

In addition, Method’s payment rails enable users to easily participate in debt consolidation or refinancing, helping them streamline payments and achieve better financial health outcomes. By simplifying both data access and payment processes, we take the fear and confusion out of debt management, making a positive impact on both our clients and their users.

Describe Method’s culture and an experience that encapsulates it

Method’s culture is all about real connections, collaboration, and flexibility. We take daily coffee walks to chat and catch up, which helps us stay connected beyond just work. There’s a genuine sense of friendship, and it shows in how closely we work together on projects we all care about.

We also make time for team bonding with good dinners and quarterly offsites, giving us a chance to step away from the day-to-day and connect on a more personal level. The environment strikes a perfect balance between flexibility and hard work, allowing us the freedom to explore projects outside our usual scope while maintaining a strong sense of productivity and collaboration anchored in common goals. Even though our team is dispersed across different hubs, you can feel this culture throughout the entire company. 

What makes Method even more special are our internal groups. We have Slack channels for food lovers, hikers, pet enthusiasts, a book club, and, my favorite, our Formula 1 Slack channel. As an F1 fanatic, I love the community we’ve built around the sport, and it’s the shared interests across all these groups that really bring us together. It’s just another way Method fosters genuine connections beyond the work.

Which hub do you work in and what do you like about it?

I work out of the NYC office. It’s a really collaborative space, with a mix of people from various teams—operations, engineering, sales, and success—so there’s always great energy and diversity of thought. I even had the chance to help design and decorate the space, which made it extra exciting to see the office come together in a way that reflects our team’s style and personality.

The location is in the heart of SoHo, giving us lots of fun options around the office. There’s always something happening, whether it’s spontaneous brainstorming sessions or grabbing a bite after work. It’s a great environment to be a part of!

What’s been your favorite memory with the team so far?

One of my favorite memories with the team was our recent Customer Success & Engineering offsite. We started off with a murder mystery game, which was such a fun way to break the ice and get everyone laughing together. But what really stood out to me was how we could dive into work, really plug in and get things done, all while aligning on our shared vision and collaborating in such a focused way.

Of course, we made sure to have plenty of fun too! We had great dinners and stayed up late just hanging out and enjoying each other’s company. It was a great mix of work and downtime, and it really brought the team closer together in a way that felt both productive and relaxed.

Method is redefining financial connectivity. Why should people come build with us?

At Method, we’re redefining financial connectivity by making it easier for people to access and manage their financial data. If you’re excited about solving meaningful problems and making an impact, this is the place for you.

You’ll get to work with a tight-knit, passionate team where your ideas matter, and you’ll have the freedom to explore what excites you. Plus, you’ll collaborate directly with the founders and leaders, shaping the future of fintech.

If you want to help build something big and create real change, come join us at Method!