Top Fintech Customer Success & Experience Jobs in Raleigh-Durham, NC

As a Workplace Planning Consultant, you'll provide phone support to customers around retirement planning, discuss account options, and enhance customer relationships with Empower.

The Technical Support Representative assists customers with Shift4shop e-commerce issues via phone, email, and chat, diagnosing and resolving technical problems while providing excellent customer service.

The Director, Advanced Planning leads as a subject matter expert in estate planning for high net worth clients, supporting advisors and driving regional business development through training and collaboration.

The Account Manager II will support complex clients, provide exceptional client service, maintain relationships, and guide colleagues while demonstrating leadership skills.

The Client Services Representative manages major client relationships, ensures compliance with documentation and regulatory requirements, and provides customer support and problem resolution.

The PWM Transition Specialist will manage the transition of Financial Advisors to Baird, ensuring seamless client onboarding, account setups, compliance, and collaboration with team members, while traveling frequently to meet client needs.

As a Program Leader, you will oversee Booster programs at schools, manage events, lead teams, and engage students while ensuring client satisfaction.

The Empower Support Associate provides Tier I support for operational issues related to loan products, assisting team members and ensuring positive customer experiences.

As a Partner Success Manager, you will onboard and retain partners, build strong relationships, surface feedback, and enhance product usage. You are expected to excel in operational excellence and possess high emotional intelligence, driving positive outcomes for partners.

The role involves managing 45-55 mid-market accounts, driving customer adoption and growth, delivering compelling presentations, leading renewal discussions, and collaborating cross-functionally while integrating AI tools to enhance customer experiences.