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.

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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 • Serve as the consistent point of contact after implementation • Proactively check in with clients and understand their product usage and needs • Confirm customers are receiving value from the treasury management platform • Monitor customer sentiment, usage patterns, open items, renewal timing, risks, and account health • Support renewals and coordinate next steps to improve long-term retention • Coordinate customer questions, concerns, invoicing needs, contract details, billing changes, and account administration issues across Implementation, Support, Sales, and leadership • Guide customers toward newer SymPro products and support product migrations • Identify additional product, module, and service opportunities • Own smaller add-on conversations and partner with Account Executives on larger opportunities • Maintain accurate CRM records of 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 • Inform product, pricing, process, renewal, reference, and case study opportunities

🎯 Requirements

• Relationship-focused customer experience in customer success, account management, client services, inside sales, banking, software, public sector, financial services, or a related environment • Ability to build trust with customers and maintain long-term relationships • Ability to manage a customer portfolio and track account health, open items, renewals, risks, and opportunities • Clear communication and effective coordination with customers and internal teams • Ability to support renewals, account expansion, product migrations, lead generation, and revenue goals • Ability to build rapport with finance, treasury, accounting, investment, and operational stakeholders • Ability to learn software products and understand technology-supported 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

🏖️ Benefits

• Bonus and commission • Fully remote work • Virtual interview process • Career development opportunities within SymPro and the wider Aquila organization • Opportunity to move into broader customer success, account management, sales, or leadership roles • Equal employment opportunities • Disability accommodations available on request

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