Customer Success Manager, Financial Services

Added
27 days ago
Type
Full time
Salary
Salary not provided

Related skills

account management fintech financial services customer success saas

📋 Description

  • Partner with Account Manager to align strategies and drive outcomes.
  • Use data tools to monitor engagement, drive adoption, and spot churn.
  • Develop financial services use cases by mapping client workflows.
  • Maintain strong client relationships with white-glove service.

🎯 Requirements

  • Minimum 2 years in a fintech/SaaS sales, CS, product, or client-facing role.
  • High aptitude and willingness to learn.
  • Outstanding oral, written, and presentation skills.
  • Attention to detail, time management, prioritization under pressure.
  • Ability to work autonomously in a dynamic, entrepreneurial team.
  • Empathetic, curious, client-centric mindset.
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