Top Fintech Customer Success & Experience Jobs in San Francisco, CA

The Senior Claims Learning & Development Specialist designs and delivers training programs for claims processes, ensuring compliance and effectiveness while partnering with multiple teams to support continuous improvement.

The Client Services Specialist will support customer service operations by handling inquiries, managing support requests, and improving customer experiences while working closely with financial advisors.

The Implementation Consultant will guide customers through onboarding and implementation on the Order.co platform, ensuring timely and value-driven launches while serving as a project manager and subject-matter expert.

The Customer Enablement Program Lead will coordinate customer education and enablement initiatives, support cross-functional teams, and improve operational effectiveness.

Lead and build Numeral's Customer Success and Support org, driving retention, expansion, support excellence, AI-driven automation, health scoring, metrics, and cross-functional partnerships while hiring and scaling the team.

Build and lead Numeral's Customer Success and Support functions, driving retention, expansion, and support excellence. Implement AI and automation, establish playbooks, health scoring, and metrics, manage key accounts, partner with Sales/Product/Engineering, and hire and develop a high-performing team to scale customer outcomes and revenue.

Own a book of mid-market finance customers to drive product adoption, reduce churn, and grow account value. Act as a trusted advisor to finance stakeholders, deliver business reviews and health checks, synthesize product usage data, and collaborate cross-functionally with Sales, Product, Credit, and Operations to improve customer outcomes and influence product roadmaps.

Own post-implementation lifecycle for mid-market and enterprise customers, driving adoption, retention, renewals, and expansion. Serve as trusted advisor to executives, run business reviews and feature rollouts, coordinate complex support, surface customer insights to product and sales, and build scalable Customer Success processes.

Serve as primary client contact for benefits accounts: manage renewals, RFPs, data analysis, carrier coordination, open enrollment, mentor analysts, present recommendations, and resolve client issues. Support implementation and occasional client travel.

The role involves managing relationships with high-value crypto clients, setting strategy for the crypto vertical, and driving adoption of Mercury's financial products tailored for the crypto sector while navigating regulatory complexities.