Bilingual Senior Customer Success Manager
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Job Location:
New York City, NY - USA
Monthly Salary:
$ 125000 - 150000
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
CapIntel is a software platform built for wealth management enterprises to help financial advisors explain complex investment strategies to their clients. Advisors at some of the biggest banks across North America are winning trust by using CapIntel to easily compare investments and create compelling educational presentations. Ultimately were focused on investors getting better service understanding their investments and feeling at ease knowing their future is secure.
Since launching in 2019CapIntelhas seen rapid adoption and industry recognition earning top placements in Deloittes Technology Fast 50 Canada and Fast 500 North America in 2025 ranking us among thefastest-growing technology companies. To support this momentumweregrowing our teamrapidlyinvestingin people who drive innovation at scale to expand our impact across the North American wealth management industry.
About the Role
As a bilingual Sr. Customer Success Manager (CSM) youll work together with leaders at North Americas largest banks and wealth management firms to drive end-user adoption partnership and expansion. You value multi-threading strong communication and are extremely organized. Over your time at CapIntel you will become an expert in both our product and your customers businesses driving them towards a best-in-class adoption and maximum contract value.
While CapIntel is a remote-first company we believe in prioritizing in-person time with our clients and peers. This role will be expected to travel up to 1x per month within the United States and Canada.
WhatYoullDo
- Join us as the first US based member of the Customer Experience team as we expand rapidly in the US market
- Partner with North Americas largest banks and wealth management firms to drive end-user adoptionretentionand expansion
- Deliver trainings updates and quarterly business reviews to your customersin both English andSpanish
- Demonstrate empathy and curiosity for customers to understand their needs and wants
- Work cross functionally to share customer insights and ensure the voice of the customer is heard
WhatWereLookingFor
- Several years experiencein customer success management or account management working in software as a service (SaaS)
- Professional working proficiency of Spanish and English - inclusive of speaking reading writing and comprehension
- Ability to confidentlydeliver live trainingsessionsto large audiences
- Proficiency in understanding complex business scenarios and aligning with cross functional teams to propose solutions
- Demonstratedability to coach customers towards higher adoption andmaintainmutual account plans
- Experience withdata analysis account planning multi-threadingpresentingand selling to across C-suite level decision makers managing internal stakeholders to deliver on client needs and timelines
- Demonstrated ability to work in a pod structure collaborating with sales partners on expansions and renewals
Bonus Experience/Nice-to-have
- Experience as a Financial Advisor orin theWealth Managementspace
- Experience using Salesforceorcustomer success software
- PMP or equivalent designation
The Interview Process
- Interview with a Talent Acquisition Partner
- Interview with our Head of CX
- Interview with a CX team member
- Take-home case study presentation
At CapIntel we design compensation with intention. Each role is assessed based on the impact skills and experience it requires and we align pay to competitive market data so candidates have clarity from the start.
For this role the posted base salary range reflects our expectations for candidates hired into the role in applicable markets. Final compensation is determined based on factors including your experience skillset potential impact and work location. The listed range is a guideline and the range for this role may be adjusted as needed.
Compensation at CapIntel extends beyond base pay. Depending on the role total rewards may include variable pay equity comprehensive benefits flexible time off and dedicated opportunities for growth and development.
If youd like to learn more about how we approach compensation were happy to discuss it as part of the hiring process.
For roles based in or eligible to work from New York the expected base salary range is:
$125000 - $150000 USD
Notsureyou meet every requirement
We care most about mindset:yourdrivecuriosityandcommitmentto deliveringgreat experiencematters weknow thatcareersarentalways linear. If this role excitesyouand you believe you can make an impactwith uswe want to hear from you.
Whyyoullenjoy working here
Learn more aboutlife atCapIntelon ourCareerspage including the virtues that inspire how we work and theperksand benefits designed to support your growth and team built on trust respect and collaboration. This powerseverything we doand creates a space to challenge and elevate each otheras we work towards our shared this speaks to youwedbe excited to have you with us.
Required Experience:
Manager
Key Skills
- Administrative Skills
- Time Management
- Diplomatic Skills
- Listening Skill
- Languages Fluency
- Organizational Skill
- Pressure Management
- Discipline Skills
- Communication
- Relationship Management
- Client Services
- Flexibility
- IT Skill
- Orderly Condition
- Secretarial Skill
About Company
Creating digital-first investment presentations that are informative, contextual, and transparent can help you impress your clients. Learn how to create compelling proposals that educate and engage your clients.
