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Top Fintech Customer Success & Experience Jobs
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Artificial Intelligence • Fintech • Hardware • Information Technology • Sales • Software • Transportation
As an Associate Solutions Engineer, you'll undergo rigorous training, support the sales team, and develop expertise in AI, ML, and IoT solutions.
Top Skills:
AIIotMlSaaS
Cloud • Fintech • Information Technology • Machine Learning • Software
Manage and improve the onboarding journey for small business customers, using insights and AI to enhance their experience and drive growth.
Top Skills:
Ai ToolsFunnel Analytics
Fintech • Professional Services • Sales • Financial Services
As a Mortgage Advisor II, you'll evaluate applicants' financial status, advise on mortgage products, assist with applications, and maintain communication throughout the mortgage process.
Top Skills:
CRMLoan Origination SystemMortgage-Specific Systems
Cloud • Fintech • Payments • Software
As a Development Associate, you'll rotate across teams, gaining hands-on experience in operations and customer support while contributing to projects that enhance business results.
Top Skills:
Cloud-Based SoftwareData AnalysisSecurities-Based Lending
Fintech • Information Technology • Machine Learning • Software • Analytics • Financial Services
As a Customer Service Representative, you'll manage inbound customer calls, provide exceptional service, handle payment processing, and maintain customer accounts post-training.
Top Skills:
AIMachine Learning
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Edtech • Fintech • Payments • Social Impact • Financial Services • Big Data Analytics
The Enterprise Client Success Manager manages relationships with assigned clients, ensures satisfaction, drives product adoption, and identifies new opportunities for ClassWallet's solutions.
Top Skills:
CRMSales Automation Tools
Fintech • Software • Financial Services
The Client Services Representative assists customers with account and technical inquiries, educates clients about products, and collaborates with internal teams for improvements.
Top Skills:
ConfluenceHelpspotJIRAOutlookSalesforce
Fintech • Mobile • Real Estate • Financial Services • PropTech
The Travel Concierge will assist Bilt members with travel inquiries and bookings, troubleshoot issues, and maintain records while collaborating with teams.
Top Skills:
IntercomSalesforceZendesk
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
Fintech • Mobile • Payments • Software • Financial Services
The Head of Account Management will lead the account management team, establish best practices, drive growth and revenue, and foster a collaborative culture to enhance customer success in the North American market.
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