Customer Success Manager

New

Skills

Analytics Dashboards Client Support CRM Tools (HubSpot, Zendesk) Customer Success Management Jira/Confluence KYC/AML Workflows Onboarding Processes Problem-Solving Relationship Management Strong Communication Skills

We are seeking a proactive and skilled Customer Success Manager to serve as the primary contact for our clients, guiding them through platform navigation, onboarding, and providing day-to-day support. This role involves collaborating with cross-functional teams to enhance client experiences and ensure satisfaction.

Key Responsibilities
  • Act as the primary contact for platform navigation and onboarding.
  • Manage client inquiries and improve chatbot functionalities.
  • Ensure clients reach transaction-ready status by providing timely support.
  • 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.
  • Engage proactively with stalled clients and conduct training sessions to drive adoption.
Required Skills & Qualifications
  • 3+ years in Customer Success, Account Management, or client-facing roles.
  • Experience in fintech, trading platforms, or regulated industries preferred.
  • Strong communication and relationship management skills.
  • Proficient in problem-solving and customer engagement.
  • Familiarity with CRM tools (HubSpot, Zendesk), Jira/Confluence, and analytics dashboards.
  • Understanding of KYC/AML workflows is a plus.
  • Ability to work in fast-paced, agile, cross-functional environments.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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