Customer Success Manager

New
A
Alpaca Fintech / SaaS
Based in the UK or EU (or able to work UK / GMT–CET business hours in a remote setup)., UK / GMT–CET business hoursFull-TimeManager
Salary not disclosed
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Job Details

Experience
3+ years
Required Skills
Account ManagementRelationship managementStakeholder managementCustomer Success

Requirements

  • 3+ years of experience in customer success, relationship management, or client services.
  • Experience in financial services, fintech, or B2B SaaS.
  • Working knowledge of UK financial products (e.g., GIA, ISA, SIPP, equities, ETFs, FX, custody).
  • Understanding of technology concepts such as SaaS and APIs.
  • Ability to read API documentation and provide partner-friendly guidance.
  • Strong people skills for managing internal and external stakeholders.
  • Excellent verbal and written communication skills.
  • Based in UK or EU, or able to work UK/GMT–CET hours.
  • Self-motivated with high initiative and ownership skills.
  • Dedicated interest in financial services mission.

Responsibilities

  • Act as primary point of contact for a portfolio of B2B/enterprise partners across the UK and Europe.
  • Own the full partner lifecycle post-signature: onboarding support, activation, adoption, expansion, and renewal.
  • Run regular partner meetings to understand business priorities and monitor progress.
  • Proactively identify and mitigate relationship, commercial, operational, and regulatory risks.
  • Develop deep knowledge on Alpaca UK / EU APIs to guide partners on implementation.
  • Manage day-to-day partner queries through service desk/ticketing systems.
  • Deliver QBRs and executive reviews to align partner goals with platform outcomes.
  • Drive adoption of new features among Live UK partners.
  • Feed partner trends and best practices back to Product and Sales teams.
  • Manage internal and external escalations with urgency.
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