Customer Success Manager
Core
Manage key client relationships for employer partners and end users, driving adoption and satisfaction for a fintech financial wellness platform.
Role type
Client Success Manager (B2B/B2C hybrid)
Builds
Customer onboarding processes, support workflows, and operational tests for a scaling fintech benefits business
Domain
Fintech / Financial Services / HR Tech
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Client relationship management, operational process building, data-driven strategic thinking, stakeholder communication, analytical thinking, adaptability in fast-paced environments
Preferred skills
Prior experience in early-stage startups, domain expertise in fintech or benefits
Technologies
N/A
Responsibilities
Manage key customer relationships and serve as the primary point of contact for employer partners; interact directly with end users to gather feedback; build and iterate on operational processes and tests for a scaling company
Seniority
Mid-level, hands-on IC
