Customer Success Manager

Charlotte, VT - USA

Monthly Salary: $ 70000 - 80000

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

WHO WE ARE

TIFIN builds AI-powered financial technology that personalizes and improves financial advice across consumers advisors workplaces and institutions. Our modular platform embeds finance-tuned AI to deliver dynamic tailored guidance at scalewithout added complexity. Combining proprietary models specialized data and a fast-paced engineering culture we create secure compliant tools that power real outcomes. Other differentiators include:

Speed: Our ability to stand up businesses at 2-4x the speed of typical fintech companies (building MVPs in 3 months and production-ready products in 6-12 months)
Track Record: Previous exits include 55ip (acquired by J.P. Morgan) and Paralel
Strategic Partners: Partners include J.P. Morgan Franklin Templeton Morningstar Broadridge Hamilton Lane Motive Partners and SEI.
World-Class Team: Complimentary financial services & technical expertise from Google Microsoft Uber PayPal eBay Techstars BlackRock LPL Franklin Templeton Morgan Stanley Broadridge and more.

OUR VALUES: Go with your GUT

Grow at the Edge. We are driven by personal growth fueled by a beginners mindset. We get out of our comfort zone and keep egos aside. With self-awareness and integrity we strive to be the best we can possibly be. No excuses.
Understanding through Listening and Speaking the Truth. We communicate with authenticity precision and integrity to create a shared understanding. We identify opportunities within constraints and propose solutions in service to the team.
I Win for Teamwin.We believe in staying within our genius zones to succeed and taking accountability for driving results. We are all individual contributors first and always thinking about what can be better.

ROLE OVERVIEW

The Customer Success Manager (CSM) is responsible for managing and growing client relationships driving product adoption and ensuring successful implementations for our philanthropy-tech platformGive. This role partners closely with the Director of Customer Success and cross-functional teams to deliver a high-quality customer experience maintain high retention levels and drive AUM expansion across existing clients. Were looking for a self-starter with an unparalleled work ethic who is coachable and has a passion for leveraging AI and automation to streamline workflows and improve outcomes.

WHAT YOULL DO

Own Customer Relationships: Manage a set of client accounts serving as the primary point of contact throughout the customer lifecycle. Build trusted relationships and partner with clients to drive adoption and measurable growth.
Drive Adoption Retention & Expansion: Increase product usage and adoption by proactively engaging customers identifying risks and executing success plans. Support renewals and generate new AUM flows onto the Give platform in partnership with the Director of Customer Success Sales and CXO.
Lead Onboarding & Implementation Delivery: Manage onboarding and implementation projects to ensure clients are successfully launched on time and within scope. Coordinate cross-functionally with product engineering and operations teams to ensure smooth execution and issue resolution.
Improve Processes Through Automation: Identify opportunities to improve customer success workflows eliminate inefficiencies and create scalable processes. Leverage AI tools and automation to streamline repetitive tasks and enhance the overall customer experience.
Be the Voice of the Customer:Partner closely with Product Operations and Marketing to represent customer needs and insights. Ensure customer feedback pain points and desired outcomes directly influence product roadmap decisions positioning and go-to-market strategy.

WHAT YOULL BRING

3 years of experience in Customer Success Account Management or a related role with experience in fintech finance or wealth management preferred
Strong customer engagement relationship-management and project management skills
Ability to collaborate cross-functionally and communicate clearly with both technical and non-technical stakeholders
Previous experience utilizing CX tooling a plus including platforms such as Intercom HubSpot Asana or similar tools
Ability to manage a book of customers using a blended approach that combines white-glove human-first support with digitally scaled customer success programs
Strong understanding of how to segment customers based on risk health and growth potential and tailor engagement strategies accordingly

COMPENSATION

$70000 $80000

In addition to cash compensation a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility: Comprehensive health dental and vision coverage retirement benefits and flexible PTO.

TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race national origin religion age color sex sexual orientation gender identity disability or protected veteran status.

Please see more details on our privacy practices in our Privacy Noticehere.

Required Experience:

Manager

WHO WE ARETIFIN builds AI-powered financial technology that personalizes and improves financial advice across consumers advisors workplaces and institutions. Our modular platform embeds finance-tuned AI to deliver dynamic tailored guidance at scalewithout added complexity. Combining proprietary mode...