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Worth, the AI-powered SMB onboarding, underwriting, and decisioning platform for financial institutions, is on the lookout for a dedicated Customer Success Manager who is passionate about helping customers achieve their goals using our innovative AI solutions. As part of our dynamic team, you will be instrumental in driving customer satisfaction and long-term success by fostering relationships and ensuring customers gain maximum value from our products.
Your role will involve the onboarding and implementation of new clients, understanding their unique needs, providing tailored support to enhance their experience, and developing winning growth strategies that prioritize the client’s experience. You will act as a strategic partner, helping clients navigate our platform effectively, instilling confidence in our technology, and growing their engagement with the Worth suite of products and services. In this role you’ll be expected to take full ownership of a book of existing business in addition to net-new clients. You’ll be surrounded by like-minded, driven, talented, and hard-working individuals that will support you as you ramp from day one. Your book will be yours to own and grow.
Join us at Worth AI as we reshape the landscape of decision-making powered by AI, and become a key player in our commitment to delivering exceptional customer experiences.
Responsibilities- Assist and support the implementation process for newly acquired clients, ensuring a smooth onboarding experience
- Onboard new clients and provide hands-on training to ensure they can effectively leverage AI-driven solutions for underwriting, risk assessment, and financial decision-making
- Build and nurture strong client relationships, serving as a trusted advisor with a solid understanding of financial services, underwriting processes, and regulatory considerations
- Work closely with your clients to build success and growth plans that ensure maximum utilization while laying the foundation for expansion efforts
- Proactively engage with clients to assess satisfaction, identify challenges related to underwriting or financial workflows, and recommend solutions
- Serve as front-line point-of-contact for your clients, ensuring timely resolution of issues related to underwriting workflows, data integrations, or AI performance
- Maintain up-to-date client demographic, portfolio, and underwriting-related data within CRM and internal systems
- Work collaboratively with various internal teams to ensure seamless service delivery and problem resolution
- Gather customer feedback post-implementation and relay it to the product development team for ongoing enhancements
- Champion the voice of the customer internally, advocating for customer-centric improvements across FinTech and underwriting use cases
- Monitor customer success metrics and develop strategies for improvement
- Manage an assigned book of business overseeing all aspects of key accounts and client relationships
- Manage and grow existing client accounts monthly, by initiating contact with clients, identifying their needs and selling appropriate products to meet those needs
- Maintain internal reporting, organization, and ticketing system
- Partner with the Customer Success leaders to identify trends across the book of business, including underwriting performance, risk outcomes, and customer usage patterns
- Identify and execute on process improvement opportunities
- Maintain up-to-date client demographic, portfolio, and underwriting-related data within CRM and internal systems
- Lead weekly client syncs, steering committees, QBRs, and onsite sessions with stakeholders as needed
- Other duties as assigned
Requirements
- 3+ years of experience in customer success, account management, or a related field
- Excellent communication and relationship-building skills
- Proven ability to manage multiple projects and clients effectively
- Strong analytical and problem-solving skills
- Experience in the software or technology industry is highly desirable
- Ability to thrive in a fast-paced environment and adapt to changing priorities
- Experience in FinTech, credit and risk industries
- Working understanding of underwriting principles, credit risk, lending workflows, and financial data models
- Strong knowledge of AI technologies and their applications in financial technology, underwriting, credit decisioning, and risk management
- Proficiency with CRM platforms such as Monday and HubSpot, ticketing systems such as Linear, and customer success tools
- Proven ability to independently own onboarding, escalations, and executive relationships without heavy ramp time
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice
Benefits
- Health Care Plan (Medical, Dental & Vision)
- 401 (k)
- Life Insurance
- Unlimited Paid Time Off
- 9 paid Holidays
- Work From Home
- Free Food & Snacks (for those in Orlando, FL)
Skills Required
- 3+ years of experience in customer success, account management, or a related field
- Excellent communication and relationship-building skills
- Proven ability to manage multiple projects and clients effectively
- Strong analytical and problem-solving skills
- Experience in the software or technology industry
- Ability to thrive in a fast-paced environment and adapt to changing priorities
- Experience in FinTech, credit and risk industries
- Working understanding of underwriting principles, credit risk, lending workflows, and financial data models
- Strong knowledge of AI technologies and their applications in financial technology, underwriting, credit decisioning, and risk management
- Proficiency with CRM platforms such as Monday and HubSpot, ticketing systems such as Linear, and customer success tools
- Proven ability to independently own onboarding, escalations, and executive relationships without heavy ramp time
Worth Compensation & Benefits Highlights
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Healthcare Strength — Medical, dental, and vision coverage appear consistently across company materials and third‑party profiles, with HSA/FSA and life insurance also cited. Employer‑verified benefits listings indicate core health coverage is formally in place.
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Parental & Family Support — Parental leave is highlighted as generous on external profiles and shows up in employer‑verified benefits. Family‑oriented offerings complement the broader health and time‑off package.
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Leave & Time Off Breadth — Unlimited/flexible PTO and paid holidays are repeatedly listed across postings and profiles. Flexible vacation language and family leave references point to broad time‑off availability.
Worth Insights
What We Do
Worth is the AI-powered platform that consolidates onboarding, underwriting, and risk monitoring for fintechs, lenders, payment processors, and financial institutions. Founded in 2023, we built Worth to replace slow, manual underwriting with a single system that verifies, scores, and monitors small and medium-sized businesses (SMBs) in real time. At the center of the platform is Crosswalking Technology. Our proprietary AI/ML models intelligently match businesses across disparate data sources, ensuring the highest level of accuracy and reliability in SMB entity resolution. By integrating multiple first- and third-party authoritative data sources into our crosswalk-matching logic, Worth ensures that businesses are correctly identified, even in cases of duplicate addresses, name variations, or incomplete records. This data moat spans 186 integrations and 25 global and local partners across 200+ countries and territories, resolving fragmented SMB signals into a database of 350M+ SMBs with a 98% data match rate. Our product suite — Worth Pre-Fill, Custom Onboarding, Case Management, Decisioning Engine, Perpetual Risk Monitoring, and Worth Wallet — is available via API, SDK, or fully white-labeled, enabling financial institutions to consolidate their entire onboarding and underwriting stack into one platform. Customers using Worth have increased approval rates by 37%+, reduced application abandonment by 43%+, cut vendor costs by 25%, and reduced time to revenue by 55%+. We're SOC 2 Type II certified and GDPR and CCPA compliant, and have raised $55M in funding to date. Today, 50+ customers rely on Worth to onboard and underwrite their SMB customers faster and more accurately.
Why Work With Us
We're solving a genuinely hard problem: turning fragmented SMB data into one durable, explainable identity that banks and lenders can trust. Backed by $55M in funding and already live with 50+ customers, we're a tight-knit team with real traction, where your work would help shape the roadmap.
Worth Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
