Customer Success Lead

Overview

Role focused on enhancing post-sales experience for strategic clients.

Ideal candidate has 4+ years in customer success with strong communication and experience in fintech.

Locations

• United States

Requirements

• 4+ years experience in customer success or account management
• Proven track record managing strategic accounts
• Strong communication skills
• Experience working cross-functionally
• Empathy and resourcefulness

Responsibilities

• Own customer relationship post-sale
• Serve as strategic contact for clients
• Collaborate with product and engineering
• Build scalable playbooks
• Drive usage and satisfaction
• Identify expansion opportunities
• Monitor key health metrics
• Create feedback loops

Benefits

• Competitive salary
• Remote-first team
• Health benefits
• Opportunity to shape financial technology
• Collaborative team