Customer Success Manager, FinTech

Job not on LinkedIn

🔥 2 minutes ago

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

💵 $80k - $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 5%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Aquila

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

☁️ SaaS

🏢 Enterprise

SaaS • Enterprise

Aquila is a company dedicated to partnering with software operators to enable their transition and achieve lasting success. They focus on backing category leaders in the software industry, facilitating their growth and development towards new heights. Aquila's mission emphasizes a long-term commitment to supporting these operators in realizing their full potential.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume