Customer Success Manager - Remote

Overview

This role offers an exciting opportunity to act as the primary point of contact for B2B clients, ensuring they achieve success and satisfaction with their platform experience.

In Short

• Serve as the main point of contact for B2B/enterprise customers, building and maintaining strong, long-term relationships
• Ensure customer satisfaction, retention, and measurable success outcomes throughout the customer lifecycle
• Manage escalations with empathy, identifying and mitigating risks proactively
• Drive adoption of platform features and disseminate best practices to clients
• Collaborate with Product, Sales, and Operations teams to champion partner needs and influence roadmap priorities
• Provide executive reporting, including QBRs, aligning customer goals to platform outcomes
• Develop and execute strategies for optimizing customer experience and achieving shared business objectives

Requirements

• 4–6 years of experience in a customer success or client-facing role managing relationships
• Experience in SaaS, APIs, or fintech platforms, ideally within broker-dealer or financial services
• Strong communication skills and ability to work remotely and independently across EMEA hours
• Proven ability to manage customers of varying sizes and understand their business priorities
• Problem-solving mindset, adaptability, and willingness to collaborate across teams
• Passion for enabling access to financial services and contributing to client success
• Nice-to-have: startup experience, exposure to international B2B clients, or familiarity with broker-dealer operations

Benefits

• Competitive salary and stock options
• Health benefits package
• Home-office setup allowance (one-time USD $500) and monthly stipend (USD $150 via Brex Card)
• Opportunities to work remotely and flexibly
• Dynamic, high-growth environment with learning and development opportunities
• Supportive team culture that values ownership, transparency, and collaboration