CareerPlan

Customer Success Manager - Americas

Remote - North AmericaRemoteFull-time2026-11-06 → 2026-11-10
Remote

Core

Front-line B2B Customer Success Manager ensuring positive experiences and successful outcomes for brokerage and crypto partners from contract signature through renewal.

Role type

Senior IC Customer Success Manager (B2B FinTech)

Builds

B2B brokerage and crypto trading applications for financial institutions worldwide

Domain

Financial Services / Brokerage / Crypto / FinTech

Deliverable

client delivery

Required skills

B2B customer relationship management, brokerage/crypto exchange/trading platform operations, regulatory and compliance knowledge, SaaS and API concepts, cross-functional collaboration, strategic forecasting, QBR delivery, risk mitigation

Preferred skills

Brokerage-as-a-service experience, US securities infrastructure knowledge, API integration support, international B2B client management, startup mindset