Top Remote Financial Services Customer Success & Experience Jobs in San Francisco, CA

The role involves managing compliance programs including SOC and GDPR, leading audits, and building a compliance culture within the organization.

The Senior CX Strategist guides teams through discovery and vision setting for customer experiences, aligning strategies and implementing CX best practices.

The role involves assisting customers globally by resolving inquiries and troubleshooting technical issues while ensuring a high-quality customer experience. You'll collaborate with various teams and proactively identify solutions to improve operational efficiency.

The Senior Solutions Architect will lead technical implementations for Transaction Monitoring, manage client relationships, and mentor teams.

As a Consumer Credit Support Specialist, you will handle consumer inquiries, ensure compliance with credit regulations, and improve consumer support strategies.

The Commercial Insurance Account Manager at Acrisure is responsible for client service, policy management, and renewals while ensuring excellent customer experience and adherence to company processes.

As an Implementation Specialist, you will onboard new customers, ensuring they understand Ramp's products and maximize their value while driving revenue and implementing solutions effectively.

The Venture Associate will manage relationships with emerging VC firms, understand their needs, and coordinate internal support to enhance their fund management experience.

The Client Onboarding Specialist supports new client account onboarding by completing paperwork, tracking accounts, and ensuring compliance with internal policies while building strong relationships with advisor teams.

The Client Happiness Associate will engage potential clients through various channels, assist in conversions, manage leads, and meet performance targets while delivering exceptional customer service.