Top Fintech Customer Success & Experience Jobs

The Senior Customer Success Manager oversees customer relationships, drives engagement, manages projects, and collaborates cross-functionally to retain and grow enterprise accounts.

The Senior Customer Success Manager drives customer satisfaction and growth by managing relationships, ensuring product adoption, and creating strategic recommendations. This role requires strong leadership and project management skills, supporting enterprise customers in achieving their goals through cross-functional collaboration.

As a Hybrid Development Representative, you will drive sales by qualifying leads and scheduling meetings for Account Executives, while completing high outreach activities daily.

The Enrollment Solutions Lead develops and implements strategies for increasing participation in voluntary products, creating training and compliance materials, and managing enrollment events.

The Implementation Leader III manages customer relationships, coordinates product implementations, and ensures timelines and requirements are met with various stakeholders. This role involves mentoring associates and maintaining workflow systems to achieve implementation goals.

Manage client relationships by coordinating meetings, providing consultative solutions, ensuring customer service excellence, and performing account audits. Collaborate with internal teams for strategic planning and compliance.

The Specialist II provides technology support to clients, resolving hardware and software issues while ensuring high customer satisfaction.

The Specialist II provides technology support to firm clients, ensuring high customer satisfaction and resolving hardware and software issues.

Provide dedicated technical support to executives, troubleshoot hardware/software issues, manage accounts, and ensure efficient operations while maintaining confidentiality.

The role involves managing and growing strategic partnerships with technology partners, driving integrations, and negotiating commercial agreements to boost revenue outcomes.

The Senior Partner Manager will drive strategic partnerships with technology partners, optimize relationships, and ensure successful product integrations to achieve revenue growth.

The Onboarding Specialist will manage the onboarding lifecycle for merchants, ensuring compliance and a smooth rollout while collaborating with various teams to enhance processes and experiences.

Manage a team of Originations Specialists to enhance the SoFi loan application process, ensuring exceptional member experience through coaching, monitoring, and improvement of operations.

The Senior Instructional Designer creates engaging learning programs, analyzes content, consults with SMEs, manages LMS content, and collaborates with teams to support employee development.

As an Opportunities Resolution Specialist, you will handle complex customer issues, engage with members through phone and email, investigate inquiries, and collaborate across teams to improve processes and member experience.

As a Teller at Wells Fargo, you will process transactions, support customer engagement, complete operational tasks, and build relationships with customers to meet their financial needs.

As a Personal Banker, you will build relationships with customers, assist with account openings, and connect them to appropriate banking services while ensuring compliance with regulations.

The role involves building customer relationships, assisting with account services, and promoting bank products while ensuring compliance with regulations and policies.

Review and categorize loan complaints, draft responses, escalate legal concerns, track trends, and collaborate with Customer Success and Compliance teams.

As a Complaint Operations Associate, you'll investigate and resolve complex customer complaints, ensuring compliance and mitigating business risks while communicating effectively with various stakeholders.

Manage and execute CRM and lifecycle marketing strategies to enhance user adoption and retention for emerging products at Coinbase, leveraging ML targeting and analytics for performance optimization.