Top Fintech Customer Success & Experience Jobs

The Customer Support Representative will ensure customer satisfaction by troubleshooting issues, answering inquiries, and resolving concerns while providing a great customer experience.

As a Decision Support Technical Product Specialist, you will resolve complex customer issues, analyze data with SQL, and collaborate with teams to improve solutions and customer experience.

The SaaS Trainer will provide customer training on software, create training materials, manage schedules, ensure satisfaction, and support clients post-training.

The Advisor Services Analyst/Associate supports financial advisors through transactions, builds relationships by understanding workflows, and enhances service efficiency via automation and collaboration with internal teams.

The Customer Success Associate I responds to customer inquiries, troubleshoots issues, monitors usage trends, collaborates on educational resources, and provides support to enhance client relationships and drive engagement.

The Enterprise Accounting Success Manager manages a complex customer base, ensuring successful outcomes through deep product knowledge, customer relationship management, and strategic consulting to enhance product adoption and customer value.

As an IT Support Engineer, you will build automated IT workflows, manage identity access, enhance device management, and partner on infrastructure scaling while providing proactive support solutions.

Provide phone-based support and education to accountholders on FSAs, HSAs, COBRA and related products. Resolve issues, guide customers through online tools, protect sensitive data, meet quality standards, and may be cross-trained for chat/email/text. Complete mandatory training, pass an 85% product exam, and meet service goals.

The Care Manager will guide families through challenges post-loss, providing support via various channels, documenting processes, and enhancing user experience.

The Retirement Services Representative assists retirement plan participants and advisors by responding to inquiries, promoting managed accounts, and guiding clients in using Morningstar's services.