Amount provides a unified digital origination and decisioning platform that helps financial institutions meet the moment. Designed to scale with banks and credit unions at any stage of their digital journey, Amount delivers a seamless, digital-first experience—streamlining everything from loan origination to deposit account opening. With built-in fraud orchestration and risk management, Amount enables financial institutions to control risk across any product while optimizing performance and enhancing security. Our flexible, modular platform is backed by enterprise-grade infrastructure and compliance, allowing institutions to launch new offerings in months, not years. Amount’s clients include financial institutions collectively managing over $3.1T in assets and serving more than 50 million U.S. consumers. Learn more at www.amount.com.
Inclusion, diversity, and belonging are core to Amount's values, and we believe they are more than words, they are actions. We support our commitment to these ideas by empowering intrepid engagement and learning, increasing diverse representation, and fostering a culture where everyone can bring their full self to work without regard to differences. We look for people who embrace this culture.
A DAY IN THE LIFE:
As a Customer Success Manager, your day will revolve around fostering strong relationships with our clients. You'll be the primary point of contact for our customers, ensuring their satisfaction and success in utilizing our financial technology solutions. Your daily activities will include proactive communication, issue resolution, and strategic guidance to help clients achieve their business objectives. You will collaborate closely with cross-functional teams to ensure a seamless customer experience.
Team: Will manage strategic client relationships on the Amount platform
Reporting: to a Senior Customer Success Manager
Base Salary: $97,500 - $130,000
Benefits & Perks: Check them out HERE!
WHAT WE’LL TRUST YOU TO DELIVER:
- Customer Relationship Management: Build and maintain strong relationships with key clients, understanding their business needs and ensuring our solutions align with their goals.
- Customer Onboarding and Training: Guide clients through the onboarding process, providing training on our fintech products and services to maximize their utilization and value.
- Proactive Communication: Initiate regular check-ins with clients to assess satisfaction, address concerns, and communicate product updates or enhancements.
- Issue Resolution: Act as a liaison between clients and internal teams, facilitating the resolution of any issues or challenges promptly and effectively.
- Customer Advocacy: Identify opportunities for customer advocacy, such as testimonials, case studies, or referrals, to showcase successful partnerships.
- Product Feedback: Gather client feedback on our products and services, collaborating with the product team to drive continuous improvement.
- Technical Expertise: Ability to gather high level business requirements for technical initiatives, ensuring effective communication of Amount’s value propositions to our clients.
- Renewal and Upsell Management: Work closely with sales teams to ensure timely renewals and identify upsell opportunities based on client needs and usage.
WHAT YOU LIKELY BRING TO THE TABLE:
- Experience: Minimum of 4 years in a customer-facing role, preferably in the fintech or financial services industry.
- Financial Acumen: Strong understanding of financial concepts and a keen interest in staying updated on industry trends.
- Communication Skills: Excellent verbal and written communication skills, with the ability to convey complex information in a clear and concise manner.
- Problem-Solving Skills: Proven ability to analyze, troubleshoot, and solve problems effectively, ensuring a positive customer experience.
- Collaboration: Ability to collaborate with cross-functional teams, including sales, product, and support, to deliver comprehensive solutions for clients.
- Customer-Centric Approach: A passion for customer success, with a proactive and customer-centric mindset.
- Adaptability: Flexibility to adapt to a dynamic and fast-paced environment, with the ability to prioritize and manage multiple tasks simultaneously.
Social Media: LinkedIn, Builtin, Twitter, Amount Blog
Tech Stack: Greenhouse, LinkedIn Recruiter, Lattice, G Suite, Atlassian, AWS, Python, Java, Ruby, GO, node.js, Temporal, Scala, Apache NiFi, Talend, Informatica, Hadoop, Hive, Spark, Pandas, Looker, Argo, Airflow Luigi, Kubernetes, C#, JavaScript (for advanced concepts), ASP.NET MVC, .NET Core, Microsoft SQL Server, Entity Framework (ORM for database interaction)
Top Skills
What We Do
Amount provides a unified digital origination and decisioning platform that helps financial institutions meet the moment. Designed to scale with banks and credit unions at any stage of their digital journey, Amount delivers a seamless, digital-first experience—streamlining everything from loan origination to deposit account opening. With built-in fraud orchestration and risk management, Amount enables financial institutions to control risk across any product while optimizing performance and enhancing security. Our flexible, modular platform is backed by enterprise-grade infrastructure and compliance, allowing institutions to launch new offerings in months, not years. Amount’s clients include financial institutions collectively managing over $3.1T in assets and serving more than 50 million U.S. consumers. Learn more at www.amount.com.
Why Work With Us
Culture matters here: from Demo Days and Current Events Talks to our Employee Resource Groups and community involvement, we pride ourselves on the workplace environment we’ve created.
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