Top Fintech Customer Success & Experience Jobs

Responsible for leading enterprise onboarding experiences, managing complex implementations, and ensuring customer success through effective project management and communication with stakeholders.

The Advisor Support Specialist manages relationships with Financial Advisors, addresses inquiries, and coordinates projects to enhance client satisfaction and retention.

The Associate in Investor Relations responds to client requests, manages marketing materials, prepares presentations, and supports cross-team collaboration in the investment domain.

As a Relationship Manager, you will manage client relationships, drive engagement, facilitate implementation, and identify opportunities for renewal and expansion within a large portfolio.

The Client Support Analyst supports clients by managing inquiries, educating them on technology, solving problems, and improving processes.

The Senior Investor Services Specialist manages investor relations, client inquiries, capital activities, and oversees associate team members, ensuring high-quality service.

The Manager of Investor Services oversees a team handling Onboarding, AML/KYC, and investor portal operations, ensuring quality service and team development.

Oversee the Investor Services team, manage departmental goals, enhance investor portal features, ensure client deliverables, and lead hiring and team development efforts.

Drive account expansion within existing customer base, develop account strategies, maintain executive sponsorship, and foster relationships to identify cross-sell opportunities.

The Senior PS Solutions Consultant sells services related to SaaS accounting software, manages sales processes, estimates implementation efforts, and prepares Statements of Work while guiding customers through the adoption process.

The Expansion Account Manager will manage customer relationships, drive account retention, identify growth opportunities, and leverage data for proactive outreach to enhance customer success and satisfaction.

The role involves developing and managing channel partnerships, executing strategies, maintaining pipelines, and ensuring partner success in payments solutions.

The role involves business development and account ownership in the Financial Institution segment, focusing on client relationship building, delivering tailored presentations, and managing sales tasks effectively.

This role involves business development and account management within financial institutions, requiring strong client relationships, sales pitches, and coordination with internal teams.

As an Associate Solutions Engineer, you'll undergo rigorous training, support the sales team, and develop expertise in AI, ML, and IoT solutions.

The Trial Success Manager will lead the trial process for clients, manage POC activities, design solutions, deliver training, and analyze data for success.