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Top Fintech Customer Success & Experience Jobs
Fintech • Professional Services • Sales • Financial Services
Contact clients about unpaid accounts, negotiate payment options, provide member support, and process account changes in a call center environment.
Fintech • Real Estate • PropTech
The Customer Success Manager at Homebot ensures clients unlock value from the platform, drives retention and usage, and builds trusted customer relationships while managing a book of business.
Top Skills:
SalesforceSigmaTableau
Artificial Intelligence • Fintech • Payments • Business Intelligence • Financial Services • Generative AI
The Customer Success Manager manages client onboarding, enhances customer experiences, resolves issues, and ensures successful implementation of solutions for enterprise clients.
Top Skills:
Google LookerGoogle SuiteSalesforce CRMSQLZendesk
Fintech • Software • Financial Services
The KYC Analyst supports onboarding by performing KYC screenings and data management, maintaining client relationships, and ensuring regulatory compliance.
Top Skills:
ClearWorldcheck
Cloud • Fintech • Business Intelligence • Consulting • Financial Services • Big Data Analytics
As a Relationship Manager, you'll manage a portfolio of advisory firms, leading success planning, driving product adoption, and ensuring strong client relationships.
Top Skills:
AddeparBlack DiamondFidelityGoldman SachsMicrosoft Office SuiteMonday.ComOrionPershingSalesforceSchwabSlackTamaracZoho
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Big Data • Cloud • Fintech • Information Technology • Financial Services
The Senior Associate, Help Desk role involves providing advanced tech support, resolving complex issues, managing tickets, maintaining knowledge management, and offering guidance to junior staff.
Top Skills:
DhcpDnsIgelmacOSMicrosoft Office 365PowershellServicenowTcp/IpVpnWindows 11
Big Data • Fintech • Information Technology • Insurance • Financial Services
As a Member Experience Specialist, you will provide exceptional service to credit union members, manage transactions, and promote products while fostering strong relationships and ensuring compliance with policies.
Top Skills:
MS OfficeTeller Software
Fintech • Information Technology • Software • Financial Services
The Client & Trading Success Analyst will manage client relationships in trading, enhance user experience, and drive continuous improvement within the team.
Top Skills:
Ai ToolsExcel
Fintech • Financial Services
Manage debit and credit card services, resolve transaction issues, complete settlements, support departmental projects, and ensure compliance with policies.
Top Skills:
AtmCredit CardDebit Card
Artificial Intelligence • Fintech • Healthtech • Software
The Senior Director of Client Management will drive client strategy, build relationships with executive partners, and collaborate with internal teams to enhance client engagement and drive partnership success in the healthcare tech industry.
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