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

The Senior Customer Success Manager manages relationships with high-revenue SMB clients, driving satisfaction and retention through tailored guidance and proactive engagement, especially for Mandarin-speaking customers.

As a National Account Executive, you will sell the Investigate fraud investigation tool to financial institutions, build a sales pipeline, and represent SentiLink at industry events.

The Principal Solutions Specialist engages RIA prospects, utilizing expertise in client service operations, to enhance brand recognition and assist in the sales process by connecting operational challenges to Advisor360°'s solutions.

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

The Senior Director of Client Management will drive client strategy, build relationships with executive partners, and collaborate with internal teams to enhance client engagement and drive partnership success in the healthcare tech industry.

The Director of Customer Success leads enterprise bank and credit union accounts, focusing on customer relationship management, growth, and satisfaction while mentoring a team and collaborating with Product and Engineering.

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.

The Enterprise Client Relationship Manager will engage with AI partners, driving strategic initiatives and fostering strong relationships to promote innovation and partnership. Responsibilities include leading meetings, communicating strategy, managing insights, and coordinating internal engagement.