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Top Fintech Customer Success Jobs in New York City, NY
eCommerce • Fintech • Payments • Software
As an Operations Support Specialist, you will provide proactive customer support by triaging and resolving client issues, communicating effectively, documenting interactions, and collaborating with internal teams. You will also help improve operations support processes for better client satisfaction.
Fintech • Healthtech • Software
The Call Center Training Specialist will design, implement, and improve training programs for service representatives to ensure they are well-equipped to provide exceptional customer service. Responsibilities include conducting needs assessments, delivering coaching and mentoring, and collaborating with leadership to align training with operational needs. The role emphasizes continuous improvement in training methodologies to enhance team performance and customer satisfaction.
Top Skills:
Confluence
Fintech • Software • Financial Services
The Implementation Specialist will lead the implementation of new Enterprise firms at Pontera, ensuring successful client onboarding and collaboration across teams. This role involves being a product expert, managing the PMO process, prioritizing client needs, and executing strategic projects to enhance the implementation process.
Top Skills:
APIsSalesforce
Featured Jobs
Fintech • Software • Financial Services
The Electronic Trading (OEMS) Implementation Manager will lead the implementation process for Enfusion clients by managing project planning, requirements gathering, product setup, and client go-live phases, while also providing consultation and ensuring best practices throughout.
Top Skills:
EmsFix ProtocolImsOms
Fintech • Machine Learning • Payments • Software • Financial Services
The Principal Coordinator, Support Specialist at Capital One will provide technology support for internal users by troubleshooting Windows and Mac issues, conducting remote assistance, monitoring service requests, and assisting with onboarding new agents. Excellent communication skills are key for resolving hardware and software problems effectively.
Top Skills:
macOSWindows
Fintech • Mobile • Payments • Social Impact • Financial Services
The Business Operations Associate at January will enhance client reporting and internal processes, interfacing with engineering teams and client operations, as well as optimizing workflows for growth and accuracy.
Top Skills:
SQL
Fintech • Information Technology • Software • Financial Services
The Client Execution Trading role involves managing trade order lifecycle and enhancing client trading workflows, while using data analysis to drive profitability. Responsibilities include monitoring trading processes across asset classes and designing enhancements to trading components and monitoring tools.
Top Skills:
PythonRSQL
Fintech • Other • Software • Analytics • Financial Services
The ISO Funding Specialist will generate leads, conduct needs assessments, and provide MCA lending solutions by building relationships with partners. Responsibilities include consulting, proposal development, negotiation, and maintaining sales records while achieving targets in the finance industry.
Fintech • Financial Services
The Client Implementation Specialist is responsible for onboarding new clients, organizing investment information, ensuring data quality, providing training, and building relationships. They conduct regular check-ins to assess client needs and satisfaction while maintaining comprehensive records in the CRM system.
Top Skills:
SQL
Big Data • Cloud • Fintech • Professional Services • Software
As a Customer Success Manager, you will manage strategic customer relationships, drive product adoption, and enhance customer experience by analyzing data and collaborating with the product team. You will also be responsible for onboarding new clients and reducing churn risk by monitoring KPIs.
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