Customer Success Manager, FinTech

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🕒 3 dias atrás

🌐 Estados Unidos, Canadá – Remoto

🇺🇸 Estados Unidos – Remoto (EUA) 🇨🇦 Canadá – Remoto

💵 $80.000 - $90.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🏆 Sucesso do Cliente

🦅 Patrocina Visto H1B

Esta empresa já patrocinou vistos H1B no passado.

👻 Score fantasma 7%

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Aquila

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1001 - 5000 funcionários

☁️ SaaS

🏢 Corporativo

SaaS • Enterprise

Aquila está em uma jornada de 25 anos para fazer parcerias com operadores, facilitar transições e inspirar grandeza duradoura. Somos o veículo de retenção permanente de fato que investe em empresas de software B2B/B2G que definem categorias globalmente. Apoiado pela Constellation Software Inc. (TSX: CSU), com alcance institucional em toda a América do Norte, Europa e Ásia-Pacífico, buscamos servir e apoiar nossas empresas oferecendo continuidade, comunidade e capital.

Descrição

• Own and strengthen relationships with an assigned portfolio of SymPro customers after implementation • Serve as the consistent point of contact for government agencies and public institutions using treasury management software • Proactively check in with clients, understand product usage, confirm platform value, and provide ongoing support • Monitor customer sentiment, usage patterns, open items, renewal timing, risks, and opportunities • Support renewal processes and coordinate next steps to improve long-term retention • Coordinate with Implementation, Support, Sales, and leadership to resolve customer questions, concerns, invoicing needs, contract details, billing changes, and account administration issues • Guide customers toward newer SymPro products and identify opportunities for additional products, modules, and services • Own smaller add-on conversations and partner with Account Executives on larger or complex opportunities • Maintain accurate CRM records covering customer conversations, account activity, renewal status, risks, opportunities, and next steps • Gather customer feedback, identify patterns, and share insights with Sales, Support, Implementation, Product, and leadership • Help inform product, pricing, process, renewal, reference, and case study opportunities

🎯 Requisitos

• Experience building trust with customers in a relationship-focused role such as customer success, account management, client services, inside sales, banking, software, public sector, financial services, or a related environment • Ability to manage a portfolio of customers and maintain a consistent outreach rhythm • Ability to track open items and stay close to account health • Clear communication and effective coordination with customers and internal teams • Ability to ask thoughtful questions and follow up reliably • Ability to support renewals, expand relationships, introduce product migrations, generate leads, and contribute to revenue goals • Ability to balance customer advocacy with company priorities and business outcomes • Comfort building rapport with finance, treasury, accounting, investment, and operational stakeholders • Ability to learn software products and understand how technology supports customer workflows • Experience with public sector organizations, treasury, investment, debt, cash management, accounting-adjacent software, SaaS subscription models, renewals, migrations, CRM tools, ticketing systems, or AI-enabled workflow tools is an asset • Must be based in the United States or Canada

🏖️ Benefícios

• Bonus and commission • Fully remote work • Opportunities for career growth into customer success, account management, sales, or leadership roles • Virtual interview process • Equal employment opportunities • Workplace accommodations available on request

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