Customer Success Manager

Job Summary

To support a growing client base, the full-time remote Customer Success Manager will onboard new clients, provide tailored training on AI-driven solutions, and manage existing accounts to ensure customer satisfaction and long-term success.

Key responsibilities

• Assist and support the implementation process for newly acquired clients, ensuring a smooth onboarding experience
• Build and nurture strong client relationships, serving as a trusted advisor with a solid understanding of financial services and underwriting processes
• Monitor customer success metrics and develop strategies for improvement while managing an assigned book of business

Required qualifications

• 3+ years of experience in customer success, account management, or a related field
• Experience in the software or technology industry, with a focus on FinTech and credit risk
• Working understanding of underwriting principles, credit risk, and financial data models
• Strong knowledge of AI technologies and their applications in financial technology and risk management
• Proficiency with CRM platforms and customer success tools