Customer Success Manager

📋 Description

• Primary contact for platform navigation, onboarding, and day-to-day client support.
• Manage inquiries, improve chatbot, and drive transaction-ready status.
• Collaborate with Product, Brokers, Operations, and SysOps to meet client needs.
• Shape a scalable, 24/7 customer success model.
• Guide clients through login, MFA, and KYC onboarding without escalation.
• Proactively engage stalled clients and run trainings to drive adoption.

🎯 Requirements

• 3+ years in Customer Success, Account Management, or client-facing roles.
• Fintech, trading platforms, or regulated industries experience preferred.
• Strong communication, relationship management, and problem-solving.
• CRM tools (HubSpot, Zendesk), Jira/Confluence, analytics dashboards.
• Familiarity with KYC/AML workflows is a plus.
• Fast-paced, agile, cross-functional environments.

🎁 Benefits

• Hybrid work arrangement: 2-3 days in the San Francisco office.
• Equal opportunity employer committed to diversity and inclusion.
• Background checks after offer as part of the process.