Customer Success Manager (Fintech, Remote)

Job summary

The role of Customer Success Manager involves fostering strong relationships with B2B customers, ensuring their satisfaction and success throughout the customer lifecycle, from onboarding to renewal. This position supports the launch of trading applications and the provision of financial services globally.

Qualifications

• 4-6 years of experience in customer success or relationship management.
• Familiarity with SaaS and API technology concepts.
• Experience in the FinTech sector, particularly with broker-dealer operations.
• Ability to work EMEA hours in a remote environment.
• Strong interest in enabling access to financial services for all.

Responsibilities

• Serve as the primary contact for enterprise customers, managing relationships from app launch to renewal.
• Ensure customer satisfaction and retention by monitoring progress towards key results and addressing risks.
• Drive the adoption of platform features among partners and provide best practices.
• Collaborate with internal teams to advocate for customer needs and influence product development.
• Deliver quarterly business reviews and executive reports aligning customer goals with platform outcomes.

Skills

• Strong relationship management and communication skills.
• Ability to work independently and manage time effectively.
• Team-oriented with a focus on transparency and partnership.

Education

• Relevant experience in customer success or a related field is required.

Tools

• Familiarity with CRM tools and reporting software is beneficial.