Customer Success Manager

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🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🏆 Customer Success

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Worth AI

WebsiteLinkedInAll Job Openings

11 - 50 employees

🤖 Artificial Intelligence

💳 Fintech

🏦 Banking

Artificial Intelligence • Fintech • Banking

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 to ensure they can effectively leverage AI-driven solutions for underwriting, risk assessment, and financial decision-making • Build and nurture strong client relationships, serving as a trusted advisor with a solid understanding of financial services, underwriting processes, and regulatory considerations • Work closely with your clients to build success and growth plans that ensure maximum utilization while laying the foundation for expansion efforts • Proactively engage with clients to assess satisfaction, identify challenges related to underwriting or financial workflows, and recommend solutions • Serve as front-line point-of-contact for your clients, ensuring timely resolution of issues related to underwriting workflows, data integrations, or AI performance • Maintain up-to-date client demographic, portfolio, and underwriting-related data within CRM and internal systems • Work collaboratively with various internal teams to ensure seamless service delivery and problem resolution • Gather customer feedback post-implementation and relay it to the product development team for ongoing enhancements • Champion the voice of the customer internally, advocating for customer-centric improvements across FinTech and underwriting use cases • Monitor customer success metrics and develop strategies for improvement • Manage an assigned book of business overseeing all aspects of key accounts and client relationships • Manage and grow existing client accounts monthly, by initiating contact with clients, identifying their needs and selling appropriate products to meet those needs • Maintain internal reporting, organization, and ticketing system • Partner with the Customer Success leaders to identify trends across the book of business, including underwriting performance, risk outcomes, and customer usage patterns • Identify and execute on process improvement opportunities • Maintain up-to-date client demographic, portfolio, and underwriting-related data within CRM and internal systems • Lead weekly client syncs, steering committees, QBRs, and onsite sessions with stakeholders as needed • 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)