Customer Success Manager
Job Summary
To support a growing team, the full-time Customer Success Manager will onboard new clients, provide tailored training on AI-driven solutions, and build strong client relationships remotely.
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 is highly desirable
- 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, and customer success tools
Complete Job Description
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