Customer Success Manager

Job not on LinkedIn

🔥 0 minutes ago

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.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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Worth AI

WebsiteLinkedInAll Job Openings

11 - 50 employees

💼 Consulting

🛡️ Insurance

🤖 Artificial Intelligence

Consulting • Insurance • Artificial Intelligence

Worth AI is a company that specializes in enhancing financial security and risk management through advanced AI-driven solutions. Their platform offers a suite of tools designed for seamless onboarding, compliance, and credit risk assessment. They help banks, fintech companies, and credit unions streamline operations by automating processes such as KYC/KYB compliance, reputation monitoring, and automated credit underwriting. Worth AI's technology provides real-time risk monitoring, predictive analytics, and AI-generated insights to improve decision-making, safeguard institutions, and boost revenue. Key offerings include Worth Score™, an AI-driven credit score solution, and unique AI underwriting systems that enhance the accuracy and efficiency of financial assessments.

📋 Description

• Assist and support the implementation process for newly acquired clients, ensuring a smooth onboarding experience • Onboard new clients and provide hands-on training on AI-driven solutions for underwriting, risk assessment, and financial decision-making • Build and nurture client relationships as a trusted advisor on financial services, underwriting processes, and regulatory considerations • Develop client success and growth plans to maximize utilization and support expansion • Proactively assess client satisfaction, identify workflow challenges, and recommend solutions • Serve as the frontline point of contact for issues involving underwriting workflows, data integrations, or AI performance • Maintain client demographic, portfolio, and underwriting data in CRM and internal systems • Collaborate with internal teams to ensure seamless service delivery and problem resolution • Gather and relay post-implementation customer feedback to product development • Advocate internally for customer-centric improvements across FinTech and underwriting use cases • Monitor customer success metrics and develop improvement strategies • Own and grow an assigned book of business and key client accounts • Initiate monthly client contact, identify needs, and sell appropriate products • Maintain internal reporting, organization, and ticketing systems • Partner with Customer Success leaders to identify trends in underwriting performance, risk outcomes, and customer usage • Identify and execute process improvements • Lead weekly client syncs, steering committees, QBRs, and onsite sessions as needed • Perform other duties as assigned

🎯 Requirements

• 3+ years of experience in customer success, account management, or a related field • Excellent communication and relationship-building skills • Proven ability to manage multiple projects and clients effectively • Strong analytical and problem-solving skills • Experience in the software or technology industry is highly desirable • Ability to thrive in a fast-paced environment and adapt to changing priorities • Experience in FinTech, credit and risk industries • Working understanding of underwriting principles, credit risk, lending workflows, and financial data models • Strong knowledge of AI technologies and their applications in financial technology, underwriting, credit decisioning, and risk management • Proficiency with CRM platforms such as Monday and HubSpot, ticketing systems such as Linear, and customer success tools • Proven ability to independently own onboarding, escalations, and executive relationships without heavy ramp time

🏖️ Benefits

• Health Care Plan (Medical, Dental & Vision) • 401 (k) • Life Insurance • Unlimited Paid Time Off • 9 paid Holidays • Work From Home • Free Food & Snacks (for those in Orlando, FL)