Customer Success Manager

Role Overview

The Customer Success Manager will drive customer satisfaction and long-term success by fostering relationships and ensuring customers gain maximum value from our products. They will onboard new clients, provide tailored support, and develop winning growth strategies.

What You Will Do

The role involves onboarding and implementing new clients, understanding their unique needs, providing support, and developing growth strategies. The Customer Success Manager will act as a strategic partner, helping clients navigate the platform effectively.

Why It Might Be a Fit

The ideal candidate will have 3+ years of experience in customer success, account management, or a related field, with excellent communication and relationship-building skills. They will be able to thrive in a fast-paced environment and adapt to changing priorities.

Requirements

• 3+ years of experience in customer success, account management, or a related field
• Excellent communication and relationship-building skills
• Proven ability to manage multiple projects and clients effectively
• Strong analytical and problem-solving skills
• Experience in the software or technology industry is highly desirable
• Ability to thrive in a fast-paced environment and adapt to changing priorities
• Experience in FinTech, credit and risk industries
• Working understanding of underwriting principles, credit risk, lending workflows, and financial data models
• Strong knowledge of AI technologies and their applications in financial technology, underwriting, credit decisioning, and risk management
• Proficiency with CRM platforms such as Monday and HubSpot, ticketing systems such as Linear, and customer success tools
• Proven ability to independently own onboarding, escalations, and executive relationships without heavy ramp time

Benefits

• Health Care Plan (Medical, Dental & Vision)
• 401 (k)
• Life Insurance
• Unlimited Paid Time Off
• 9 paid Holidays
• Work From Home
• Free Food & Snacks (for those in Orlando, FL)