Customer Success Analyst

Job Summary

Joining the Customer Success and Onboarding team, the full-time remote Customer Success Analyst will manage post-meeting action items, monitor support requests, and ensure enterprise clients have a smooth onboarding experience while maintaining clear communication across teams.

Key responsibilities

• Own post-meeting action items and follow-up communications to support customer engagement
• Monitor and respond to incoming team emails and support tickets, triaging requests as needed
• Maintain accurate records of customer interactions and project milestones, delivering status updates to stakeholders

Required qualifications

• 1-2 years of experience in an operations or project coordination role
• Familiarity with CRM tools, project management software, and ticketing systems
• Experience or interest in the financial services or fintech space
• Exposure to SaaS onboarding or customer success workflows
• Comfortable working in a remote/hybrid environment and managing your own schedule