Customer Success Manager
New
W
Worth AIFinTech
RemoteFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3+ years
- Required Skills
- Artificial IntelligenceCustomer SuccessHubSpotAccount ManagementCRM
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
- 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
- Proficiency with ticketing systems such as Linear and other customer success tools
- Proven ability to independently own onboarding, escalations, and executive relationships without heavy ramp time
Responsibilities
- Assist and support the implementation process for newly acquired clients, ensuring a smooth onboarding experience
- Onboard new clients and provide hands-on training to ensure they can effectively leverage AI-driven solutions for underwriting, risk assessment, and financial decision-making
- Build and nurture strong client relationships, serving as a trusted advisor with a solid understanding of financial services, underwriting processes, and regulatory considerations
- Serve as front-line point-of-contact for your clients, ensuring timely resolution of issues related to underwriting workflows, data integrations, or AI performance
- Monitor customer success metrics and develop strategies for improvement
- Manage an assigned book of business overseeing all aspects of key accounts and client relationships
- Lead weekly client syncs, steering committees, QBRs, and onsite sessions with stakeholders as needed
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