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

Customer Success Managers engage with SMB customers to drive business success through interactive meetings, technical support, and customer engagement strategies. Responsibilities include data analysis, problem solving, and revenue retention discussions.

The role involves troubleshooting client-facing web application issues, coordinating with Tier III support, and providing client training and documentation.

The Senior Solution Consultant supports pre-sales through product demos and solution design, focusing on AP automation and finance workflows while collaborating with sales and stakeholders.

The Customer Service Engineer will provide technical support for Moov's platform, troubleshoot frontend issues, and assist customers in integrating Moov's APIs. They will also collaborate with product and engineering teams to improve user experiences and documentation.

As a Mid-Market Account Manager, you will manage a portfolio of mid-market accounts, driving revenue growth via strategic sales and relationship management. You will work closely with Customer Success Managers and use CRM systems to track account health and opportunities.

The Technical Engagement Analyst will provide technical client support, optimize data exchanges, and collaborate with stakeholders to enhance client integrations, focusing on troubleshooting and operational reviews.

The Claims Adjuster will manage workers' compensation claims, ensuring compliance and delivering excellent customer service while mitigating claim exposure and advocating for a superior claims experience.

Manage outsourced accounting services for construction clients, providing strategic insights, overseeing teams, and enhancing operational performance while mentoring staff.

The Validation Services Representative reviews and processes transactions for assigned clients, ensuring adherence to policies and improving customer interactions. They collaborate with internal teams to enhance the customer experience and resolve issues.

As a Payment Experience Associate I, you'll be the first point of contact for customers, aiding them through payment processes, troubleshooting issues, and providing solutions while communicating internationally, and supporting team growth.