Who We Are:
Alpaca is a US-headquartered, global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more.
Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 10 million brokerage accounts.
Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it.
Alpaca is proudly backed by $400 million in funding from top-tier global investors including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Opera Tech Ventures, SBI Group, Derayah Financial, Unbound, Peak XV, Elefund, and Y Combinator.
Our Team Members:
We're a dynamic team of 400+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond!
We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply.
Your Role:
As a Customer Success Manager at Alpaca, you are the front line in our pursuit of enabling financial markets access for everyone on the planet. You’ll work with our partners (customers) from contract signature through renewal, ensuring they have a positive experience leading to successful outcomes. Reporting to the Director, Success, this role supports Alpaca’s B2B offerings, helping customers launch US securities and crypto trading apps worldwide.
Things You Get To Do:
- Act as the primary contact for B2B/enterprise customers, accountable for building and maintaining strong relationships with key contacts throughout the customer lifecycle
- Ensure customer satisfaction, retention, and success
- Manage escalations, internally and externally, with a focus on customer empathy
- Maintain regular contact with customers to understand their business priorities, monitor their progress toward achieving key results, and continually identify and mitigate risks (relationship, commercial, etc.)
- Work with partners to accurately forecast growth and identify and monitor progress toward shared goals
- Drive adoption of Alpaca features (new and existing) among our Live Partners
- Identify and disseminate best practices and pitfalls
- Represent the partner internally across multiple groups, including Marketing, Product, and Operations
- Maintain positive relationships, internally and externally, to drive overall success and overcome obstacles
- Provide internal communication and reporting on overall account status, health, and risk
- Develop a success strategy for ensuring customer success
- Identify areas and consider solutions for improvement and optimization within Alpaca
- Deliver QBRs and executive reports that align customer goals with platform outcomes
- Serve as a trusted advisor to customers’ leadership teams, aligning Alpaca capabilities with their go-to-market strategy
- Own the full customer lifecycle post-signature, including onboarding, activation, expansion, and renewal
- Collaborate cross-functionally with Product, Sales, and our Broker-Dealer to leverage process understanding, champion partner needs, and influence roadmap priorities
- Perform ad-hoc duties and responsibilities as assigned
Who You Are (Must-Haves):
- 4–6 years of experience in a customer success role managing customer relationships
- Comfortable working US hours (ET) in a remote setup
- Understanding of and experience with key technology concepts, such as SaaS and APIs
- FinTech experience, especially within the broker-dealer business
- Experience working with both large and small companies
- A dedicated interest in Alpaca's mission to enable financial services access to everyone on the planet
- Ability to work remotely and independently and to self-manage time and obligations
- Flexibility to jump in where and when needed to help drive Alpaca's growth
- Desire to learn
- Ability to manage customer relationships across companies of various sizes
- A team player who thrives on ownership, transparency, and being relentlessly partner-first. We move fast, support each other, and aim to grow together.
Who You Might Be (Nice-to-Haves):
- Startup mindset suited to a fast-paced, high-growth environment
- Experience working with international B2B clients
- Competitive Salary & Stock Options
- Health Benefits
- New Hire Home-Office Setup: One-time USD $500
- Monthly Stipend: USD $150 per month via a Brex Card
Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.
Recruitment Privacy Policy
Skills Required
- 4-6 years experience in a customer success role, managing customer relationships
- Comfortable working US hours (EST/PST) in a remote setup
- Understanding of and experience with key technology concepts such as SaaS and APIs
- FinTech experience, especially with broker-dealer business
- Exposure to, or employment with, large and small companies
- Ability to work remotely and independently and self-manage time and obligations
- Ability to manage customer relationships across various sized companies
- Ability to maintain regular contact, monitor progress toward goals, and identify/mitigate risk
- Deliver QBRs and executive reports aligning customer goals to platform outcomes
- Serve as trusted advisor to customer leadership and align Alpaca capabilities to GTM strategy
- Team player who values ownership, transparency, and partner-first mindset
- Startup mindset for a fast paced, high growth environment
- Experience working with international B2B clients
What We Do
Alpaca's mission is to unlock asset management for the people. We are a technology company that modularizes the world’s asset management activities. Alpaca’s products enable anyone to build and connect applications and algorithms to buy and sell stocks with zero commissions. We believe that everyone should have fair access to financial markets, regardless of who we are or where we are from. *Securities are offered through Alpaca Securities LLC (alpaca.markets)*
