Customer Success Manager
New
W
Worth AIFinTech, credit and risk
Workable workplace: remote; Workable locations: Orlando, Florida, United States. Atlanta, Georgia, United States. Tampa, Florida, United States. Miami, Florida, United StatesFull-TimeManager
Salary not disclosed
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Job Details
- Experience
- 3+ years of experience in customer success, account management, or a related field
- Required Skills
- Customer SuccessHubSpotAccount Management
Requirements
- Have 3+ years of experience in customer success, account management, or a related field.
- Bring experience in the FinTech, credit, and risk industries.
- Have a working understanding of underwriting principles, credit risk, lending workflows, and financial data models.
- Have knowledge of AI technologies and their applications in financial technology, underwriting, credit decisioning, and risk management.
- Be proficient with CRM platforms such as Monday and HubSpot, ticketing systems such as Linear, and customer success tools.
- Be able to manage multiple projects and clients effectively.
- Have strong analytical and problem-solving skills.
- Be able to independently own onboarding, escalations, and executive relationships without heavy ramp time.
- Be able to adapt to changing priorities in a fast-paced environment.
- Be able to travel up to 25%, including two annual corporate offsite events in Orlando, Florida.
Responsibilities
- Support implementation and onboarding for newly acquired clients, providing hands-on training on AI-driven solutions.
- Build and maintain client relationships, serving as a trusted advisor on financial services, underwriting processes, and regulatory considerations.
- Develop client success and growth plans to increase product utilization and support expansion.
- Assess client satisfaction, identify challenges in underwriting or financial workflows, and recommend solutions.
- Serve as the front-line contact for issues involving underwriting workflows, data integrations, or AI performance.
- Maintain client demographic, portfolio, and underwriting-related data in CRM and internal systems.
- Coordinate with internal teams to resolve problems and support service delivery.
- Gather and share post-implementation customer feedback with the product development team.
- Monitor customer success metrics and account trends, and develop improvement strategies.
- Lead client syncs, steering committees, QBRs, and onsite sessions as needed.
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