About us @Symphony
Secure. Connected. Intelligent.
Symphony is an AI-powered communication and technology company fueled by interconnected platforms: messaging, voice, directory and analytics.
Our end-to-end encrypted technologies enable over 1,400 institutions to accelerate AI impact, prioritize data security, navigate complex regulatory compliance and optimize business interactions.
Role Description:
The Customer Success Associate supports customers post-sale by helping drive adoption and effective use of Symphony's platform. Working closely with the Account Management, Sales, and Customer Success teams, this role focuses on customer onboarding, engagement activities, and day-to-day support that enables customers to realise value from Symphony.
The Customer Success Associate has a good understanding of customer workflows, an interest in financial services, and growing knowledge of how Symphony is used across firms. They help deliver product demonstrations, support common use cases, and guide customers toward best practices. The Specialist collaborates across internal teams and ensures customer interactions run smoothly and efficiently.
Responsibilities:
- Support the Account Management and Customer Success teams in onboarding and re-engagement activities to drive customer adoption and usage
- Assist customers with deployment plans and coordination of engagement initiatives to ensure timely and smooth execution
- Deliver standard product demonstrations and training sessions to help customers understand Symphony functionality and common best practices
- Partner with Marketing and Product teams to maintain and update customer-facing resources (collateral, training materials, documentation)
- Track engagement activities and adoption metrics; provide feedback and insights to help improve customer programs and internal processes
- Work cross-functionally to support issue resolution and ensure a consistent, high-quality customer experience
- Build subject-matter expertise in Symphony’s platform and the industry to better support customer needs
Required Qualifications:
- 1+ years of experience in Customer Success, Account Management, Support, or related client-facing roles in SaaS or technology
- Highly organized and able to manage multiple customer activities simultaneously
- Strong communication and presentation skills
- Comfortable learning new technologies and supporting customers in a technical product environment
- Enjoys a fast-paced environment and working directly with customers
Preferred Qualifications:
- Experience in financial services, FinTech, or enterprise SaaS
- Exposure to project coordination or customer onboarding
- Familiarity with enterprise communication or collaboration tools
- Proficiency in Spanish or Portuguese is a plus
Compensation:
- Salary Range: $70,000 - 80,000 base salary per year
- Bonus Plan
Benefits and Perks:
- Regional specific competitive benefits
- Build your own Benefits (BYOB) perk
- Local events, team building, and development opportunities
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.
Skills Required
- 1+ years experience in Customer Success, Account Management, Support, or related client-facing roles in SaaS or technology
- Highly organized and able to manage multiple customer activities simultaneously
- Strong communication and presentation skills
- Comfortable learning new technologies and supporting customers in a technical product environment
- Enjoys a fast-paced environment and working directly with customers
- Experience in financial services, FinTech, or enterprise SaaS
- Exposure to project coordination or customer onboarding
- Familiarity with enterprise communication or collaboration tools
- Proficiency in Spanish or Portuguese
Symphony Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Symphony and has not been reviewed or approved by Symphony.
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Flexible Benefits — Feedback suggests a distinctive “Build Your Own Benefits (BYOB)” stipend/allowance is available alongside core regional benefits, enabling more individualized choices. Benefits are also framed as region-specific and competitive, implying structured options adapted to local norms.
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Healthcare Strength — Healthcare and benefits components are portrayed as a relative bright spot, with strong marks for the benefits package in the U.S. Core coverage such as health insurance is consistently indicated as part of the overall offering.
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Leave & Time Off Breadth — Time-off provisions are positioned as generous, including references to uncapped/unlimited PTO and observed holidays. This can translate into stronger perceived flexibility when usage norms align with team expectations.
Symphony Insights
What We Do
Symphony is the most secure and compliant markets’ infrastructure and technology platform, where solutions are built or integrated to standardize, automate, innovate and liquefy financial services workflows. The Symphony platform is a vibrant community of over half a million financial professionals from 1300+ market participants underpinned by a trusted directory and omnichannel interactions across chat, voice, web, meetings and more. Symphony powers over 2,000 community-built applications and bots. Symphony was founded in October 2014 and is headquartered in New York City, with offices in London, Palo Alto, Hong Kong, Singapore, Tokyo, Stockholm, and Sophia-Antipolis.
