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Top Fintech Customer Success & Experience Jobs
Fintech • Information Technology • Financial Services • App development
The Customer Success Associate will manage client relationships, lead onboarding, identify upsell opportunities, collaborate on product improvements, and negotiate renewals to achieve revenue targets.
Top Skills:
ClientsuccessExcelGoogle SuiteHubspotMs WordPowerPointSQL
Fintech • Machine Learning • Payments • Software • Financial Services
The Senior Interview Coordinator manages logistics and candidate hospitality during their hiring journey, ensuring a seamless and professional experience. Responsibilities include travel coordination, data integrity, scheduling, and support for recruiting teams.
Top Skills:
Google SuiteWorkday Tracking System
Fintech • Machine Learning • Payments • Software • Financial Services
Provide technical support to internal users for hardware and software issues, utilizing remote tools and managing service requests effectively.
Top Skills:
macOSRemote Access ToolsService NowTroubleshootingWindows
Fintech • Machine Learning • Payments • Software • Financial Services
The Principal Coordinator provides technical support for end users, resolving issues via remote access tools, managing tickets, and assisting with onboarding.
Top Skills:
macOSRemote Access ToolsService NowWindows
Fintech
The role involves handling a high volume of client communications regarding retirement and investment accounts, ensuring client satisfaction through service and problem-solving.
Top Skills:
Microsoft SuiteSalesforceService Cloud
Fintech
The Exchange Specialist provides exceptional customer service, onboarding new clients, troubleshooting issues, maintaining client relationships, and supporting cash management and documentation.
Top Skills:
MS Office
New
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Fintech • Software • Financial Services
The Service Management Analyst will oversee service operations, manage staff, ensure compliance, resolve customer issues, and enhance client relationships within the financial services industry.
Top Skills:
Microsoft 365
Fintech • Information Technology • Financial Services
The Technical Account Manager will manage relationships with Limited Partner clients, onboard new clients, ensure data quality, and provide product education and support.
Top Skills:
ExcelMS Office
Blockchain • eCommerce • Fintech • Payments • Software • Financial Services • Cryptocurrency
Lead the global Technical Account Management team for Cash App Pay, Afterpay, and Clearpay, focusing on merchant retention and growth through strategic post-sales support and partnership.
Top Skills:
APIsE-Commerce PlatformsIntegrationsPayments Infrastructure
Blockchain • Fintech • Mobile • Payments • Software • Financial Services
Lead the global Technical Account Management team, enhancing partnerships with Cash App Pay, Afterpay, and Clearpay merchants while focusing on strategy, performance metrics, and team development.
Top Skills:
AIAPIsAutomationE-Commerce PlatformsIntegrationsMerchant Support SystemsPayments Infrastructure
Fintech • Software • Financial Services
The Service Delivery Manager oversees service fulfillment, manages client engagement and reporting, ensures operational performance, and develops client relationships.
Top Skills:
MS Office
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3 • Infrastructure as a Service (IaaS)
The role involves managing compliance programs including SOC and GDPR, leading audits, and building a compliance culture within the organization.
Top Skills:
DoraGdprIso 27001PciSoc 1Soc 2Vanta
Artificial Intelligence • Fintech • Software • Financial Services • Generative AI • Big Data Analytics • Automation
The Principal Solutions Specialist engages RIA prospects, utilizing expertise in client service operations, to enhance brand recognition and assist in the sales process by connecting operational challenges to Advisor360°'s solutions.
Top Skills:
Crm ManagementCustodian PortalsFidelitySalesforceSchwabWealthbox
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