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Top Senior Level Fintech Customer Success & Experience Jobs in San Francisco, CA
Fintech • Software • Financial Services
Manage strategic customer relationships and scale Column's customer-facing strategy, processes, and playbooks. Own onboarding, implementation, account management, and expansion. Partner cross-functionally with Sales, Solutions Engineering, Product, Compliance, and Exec teams. Proactively identify growth opportunities, surface market feedback to inform product and GTM, and ensure regulatory and operational soundness.
Fintech
The Vice President, Advanced Planning leads financial and estate planning for high net worth clients, utilizing tools like eMoney, coaching junior members, and engaging in client relationships, mostly remotely.
Top Skills:
Emoney
Blockchain • Fintech • Software • Cryptocurrency
The Technical Recruiter will source, screen, and close engineering talent in crypto, enhancing candidate experience and aligning with hiring needs.
Top Skills:
Crypto TwitterDaoDiscordGitOpen Source
Artificial Intelligence • Fintech • Financial Services
Build and lead the customer support function for the Casca platform, focusing on creating excellent customer experience, automating support processes, and managing a team.
Top Skills:
AICommunication SystemsHelpdesk Automation ToolsN8NZapier
Fintech • Software • Financial Services
The CX Strategy Manager will develop and manage customer experience strategies, focusing on automation, metrics, tooling, and cross-functional initiatives to improve customer interactions.
Top Skills:
AIAutomationChatbot PlatformsCx ToolingSystems ArchitectureZendesk
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Blockchain • Fintech • Payments • Software • Financial Services • Cryptocurrency
The Pre-Sales Engineer at Paystand will connect technical products with client needs, presenting solutions to enhance financial operations. This role requires excellent communication skills and an understanding of fintech, accounting processes, and ERP systems. Success in engaging with diverse audiences and technical confidence are crucial.
Top Skills:
CSSJavaScriptJqueryJSONWebhooks
Fintech • Payments • Financial Services
The Enterprise CSM will manage key client relationships, driving project implementation and ensuring client growth while collaborating cross-functionally to provide excellent customer experience.
Top Skills:
APIsDeveloper InfrastructureEnterprise Saas
Fintech • Payments • Financial Services
The Senior Manager of CX Enablement will lead quality assurance, training, and knowledge management in customer experience, driving efficiency through AI integration and cross-functional collaboration.
Top Skills:
AdaAi Deflection Tools Like SierraCx Platforms Like SalesforceDecagonForethoughtKlausPlayboxQm Platforms Such As Maestro QaStella ConnectTether AiZendesk Guide And Support
Enterprise Web • Fintech • Payments • Financial Services
As a Deployment Strategist, you will partner with clients to understand their needs, drive solutions, and ensure successful outcomes in implementing technology-driven systems.
Top Skills:
Data AnalysisFinancial ModelsFintechSaaS
eCommerce • Fintech • Machine Learning • Retail
As a Senior Brand Success Manager at Faire, you'll manage relationships with ~200 brands, driving sales growth and operational efficiency through coaching and tailored strategies, while using data and insights to enhance brand engagement.
Top Skills:
Ai ToolsCall Recording ToolsData Visualization SoftwareSalesforce
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