Senior Customer Success Manager

Job title: Senior Customer Success Manager

Comp: $120K-$145K Base Salary + Bonus + Equity

Location: New York (Preference) / Open to Remote US

Industry: Fintech / Capital Markets Technology

Our client is a specialist fintech business building software for financial institutions and investment-led organizations operating in complex markets.

Their platform helps clients manage sophisticated financial workflows across areas like risk, portfolio activity, transaction management, and operational reporting. The product is used by a range of banks, credit unions, asset managers, private investment firms, and other financial services businesses that need better visibility, control, and efficiency across critical finance processes.

They’ve built a strong reputation in a highly specialist part of the market by combining cloud-based technology with deep industry expertise and a high-touch client service model. As they continue to scale, they’re now looking to hire a Senior Customer Success Manager to support and grow relationships with a sophisticated client base.

What the role looks like:

• Acting as a key point of contact for client questions, platform support, and operational requests
• Working closely with clients to understand their workflows, identify issues, and help them get more value from the platform
• Partnering with Product, Engineering, Operations, and Customer Success teams to resolve technical and process-related challenges
• Supporting onboarding and implementation projects involving financial data, platform configuration, and client workflows
• Translating recurring client feedback into useful product, process, and documentation improvements
• Building reporting, dashboards, and internal insights to track client success metrics and service trends
• Helping improve the scalability and efficiency of the Customer Success function as the company grows

What they’re looking for:

• 5+ years’ experience in customer success, client services, implementation, product support, relationship management, or a similar client-facing role
• Background in fintech, financial services, capital markets, banking technology, treasury, risk, or another complex finance-related environment
• Strong understanding of financial workflows, transaction lifecycles, portfolio data, or institutional finance processes
• Comfortable working with data, reporting tools, dashboards, and specialist software platforms
• Strong analytical and problem-solving skills, with excellent attention to detail
• Ability to communicate clearly with both technical and non-technical stakeholders
• Experience working cross-functionally with Product, Engineering, Operations, and client-facing teams
• Someone proactive, organized, and comfortable managing multiple priorities in a fast-moving environment

Why it’s interesting:

This is a chance to join a well-established but still growing fintech business in a highly defensible niche.

The product solves real operational problems for sophisticated financial institutions, and the customer base is made up of clients who rely on the platform for important day-to-day workflows. It’s a strong fit for someone who likes being close to the client, but also wants a role that involves problem-solving, process improvement, product feedback, and working with complex financial technology.

You’ll be joining a collaborative team where Customer Success has a meaningful impact on product direction, client outcomes, and the company’s next stage of growth.

Comp:

• $120K-$145K base salary
• Discretionary bonus
• Equity included
• Benefits include PTO, sick leave, paid parental leave, 401(k) contribution, healthcare + more