Senior Customer Success Manager

Job title: Senior Customer Success ManagerComp: $125K-$145K Base Salary + Bonus + EquityLocation: New York (Preference) / Open to Remote USIndustry: Fintech / Capital Markets TechnologyOur client is a specialist fintech business building software for financial institutions and investment-led organizations operating in complex markets.Their platform helps clients manage sophisticated financial workflows across areas like risk, portfolio activity, transaction management, and operational reporting. The product is used by a range of banks, credit unions, asset managers, private investment firms, and other financial services businesses that need better visibility, control, and efficiency across critical finance processes.They’ve built a strong reputation in a highly specialist part of the market by combining cloud-based technology with deep industry expertise and a high-touch client service model. As they continue to scale, they’re now looking to hire a Senior Customer Success Manager to support and grow relationships with a sophisticated client base.What the role looks like:Acting as a key point of contact for client questions, platform support, and operational requestsWorking closely with clients to understand their workflows, identify issues, and help them get more value from the platformPartnering with Product, Engineering, Operations, and Customer Success teams to resolve technical and process-related challengesSupporting onboarding and implementation projects involving financial data, platform configuration, and client workflowsTranslating recurring client feedback into useful product, process, and documentation improvementsBuilding reporting, dashboards, and internal insights to track client success metrics and service trendsHelping improve the scalability and efficiency of the Customer Success function as the company growsWhat they’re looking for:5+ years’ experience in customer success, client services, implementation, product support, relationship management, or a similar client-facing roleBackground in fintech, financial services, capital markets, banking technology, treasury, risk, or another complex finance-related environmentStrong understanding of financial workflows, transaction lifecycles, portfolio data, or institutional finance processesComfortable working with data, reporting tools, dashboards, and specialist software platformsStrong analytical and problem-solving skills, with excellent attention to detailAbility to communicate clearly with both technical and non-technical stakeholdersExperience working cross-functionally with Product, Engineering, Operations, and client-facing teamsSomeone proactive, organized, and comfortable managing multiple priorities in a fast-moving environmentWhy it’s interesting:This is a chance to join a well-established but still growing fintech business in a highly defensible niche.The product solves real operational problems for sophisticated financial institutions, and the customer base is made up of clients who rely on the platform for important day-to-day workflows. It’s a strong fit for someone who likes being close to the client, but also wants a role that involves problem-solving, process improvement, product feedback, and working with complex financial technology.You’ll be joining a collaborative team where Customer Success has a meaningful impact on product direction, client outcomes, and the company’s next stage of growth.Comp:$125K-$145K base salaryDiscretionary bonusEquity includedBenefits include PTO, sick leave, paid parental leave, 401(k) contribution, healthcare + moreInterested in learning more about this opportunity? Apply through this job post!