Client Success Lead - Fintech Onboarding
$90k - $125kNuveen
Nuveen is seeking a Client Success Manager in New York City to enhance the client experience for their tax-advantaged products. This role involves supporting onboarding, resolving client inquiries, and collaborating with internal teams. The ideal candidate will have 2+ years in financial services, excellent communication skills, and a Bachelor's degree. You will be pivotal in building client relationships and improving service delivery. The position offers a competitive salary range between $90,000 and $125,000, with a focus on long-term client success. #J-18808-Ljbffr Nuveen
- ...A leading technology firm in digital assets is seeking a Client Onboarding Specialist to lead technical implementations and connectivity integrations for institutional... ...the entire onboarding process, ensuring successful deployment of trading infrastructure, and requires...Suggested
$76.3k - $96k
TIAA is looking for a Client Success Manager in New York, New York, to shape the client experience... .... The role involves managing client onboarding, ensuring smooth transitions, and... ...of experience in financial services or fintech and excellent communication skills. A competitive...Suggested$220k - $260k
A leading financial technology firm is seeking an experienced Client Success Manager in New York to foster long-term relationships with clients. Ideal candidates will have over 10 years of experience in client success or operations within the financial services industry...SuggestedRemote job$90k - $105k
Diligence Vault Corp. is seeking a Client Success Manager based in the Midwest to help transform due diligence processes for institutional... ...The ideal candidate has 3-5 years in Customer Success within FinTech, strong familiarity with investment management, and...SuggestedRemote job- A dynamic fintech company in New York seeks a Client Success Manager to enhance client relationships and ensure platform adoption. This role requires 3+ years of experience in a client-facing position within banking, focusing on alternatives. Strong communication and leadership...Suggested
- ...A leading technology firm in the USA seeks a Revenue Management Customer Success Lead to ensure client success through effective onboarding, training, and relationship building. The ideal candidate has 3-5 years of experience in customer success or account management,...Remote work
- ...ARCH is seeking a Client Implementation Specialist in New York City to lead onboarding for enterprise clients, including registered investment advisor firms and independent... ...complex onboarding processes and ensuring success on the Arch platform. The ideal candidate will...
- ...Dutchie, a leading cannabis technology platform, is seeking an Implementation Strategist to facilitate customer onboarding and product success. You will provide essential training and guidance to new clients while managing project timelines and utilizing Salesforce for...
$185k
A leading AI underwriting platform company based in New York seeks a Client Success professional to enhance client partnerships. You’ll manage client onboarding and relationships, ensuring satisfaction and retention. The role demands 5+ years in client-facing roles within...- A leading investment bank in Midtown, Manhattan is seeking a Client Onboarding AVP for a full-time position. This role requires strong communication skills to onboard... ...compliance with KYC and AML regulations. The successful candidate will manage operational risks, guide...Full time
- ...dedicated individual to act as the primary liaison for new client relationships during the onboarding process. This role entails collaborating with cross-... ...timely completion of all onboarding milestones. Successful candidates will possess 3-4 years of experience in client...
- Conveo.ai is seeking a Client Success Manager to be the face of the company for enterprise clients. Based in New York, you'll drive client... .... Key responsibilities include managing accounts from onboarding to expansion, building strong relationships with VP/SVP stakeholders...
- Framework Ventures is seeking a Senior Client Onboarding Specialist to manage the entire client onboarding process from initial engagement... ...candidates will have strong operational expertise in fintech and proven success enhancing client satisfaction while managing regulatory...
- ...Implementation Analyst in New York to lead the onboarding and implementation of new bank partners... ...to ensure smooth transitions and successful implementations. Applicants should have... ...relevant experience in project management or client-facing roles, with a focus on detail...
$120k - $150k
Cornspring, a FinTech start-up in New York City, seeks a Client Success Manager to enhance client engagement and service delivery. The successful candidate will... ...end-to-end relationship with clients, focusing on onboarding, service expectations, and issue resolution to...$148k - $233k
FICO (NYSE: FICO) is a leading global analytics software company,... ...technology teams within your client accounts Conduct executive‑level... ...executives Lead seamless onboarding processes for new mortgage originators... ...FICO products, establishing success metrics and monitoring...Remote workWorldwide$140k - $160k
...Versana LLC. in New York is looking for a Senior Implementation Analyst to enhance the onboarding of clients within the syndicated loan market. The candidate should have 7+ years of experience in software project implementation, specifically in financial services, along...$125k - $150k
...Client Success is the front line of VTS’s retention engine. As a Senior CSM, you aren't just... ...when our Senior CSMs success, the world’s leading CRE giants scale and thrive with us. **... ...Realization: Move far beyond simple onboarding; you will serve as a core change leader...Work at officeWorldwideFlexible hours- ...A healthcare technology company located in New York is looking for a Market Lead and Client Success Manager to cultivate and manage relationships with Medicaid health plans. This position is crucial for driving contractor performance, renewals, and expanding partnerships...For contractors
- ...seeking an AI Engagement Manager in New York City to enhance client success with AI implementations. As a primary advisor, you'll cultivate... ..., translating business needs into actionable plans, and leading training workshops for AI adoption. Bragnar values professional...Remote workFlexible hours
- ...A leading fintech startup in New York is seeking a Technical Implementations Manager to handle onboarding for new clients. Responsibilities include managing client relationships, leading integration efforts, and translating requirements for engineering teams. Ideal candidates...
- ...Anywhere Real Estate in New York seeks an Implementation Project Manager to lead client onboarding and service expansion projects. The role emphasizes operational excellence and high client satisfaction through strategic project management. Responsibilities include managing...
- ...Skillconnectance is seeking an AI Engagement Manager passionate about client success. You will be the primary advisor for clients, ensuring AI implementations are strategic business wins. Your responsibilities include managing the client relationship, translating business...Remote workFlexible hours
$120k - $150k
9fin in New York is seeking a dedicated Client Services Manager to lead onboarding and support for our Private 9fin team. This high-impact role involves... .... The ideal candidate will have experience in SaaS or fintech, strong communication skills, and a proactive, client-...$90k - $100k
...PatientNow is seeking a Team Lead, Client Success Manager for Emerging Markets to oversee a team of Client Success Managers and manage a high-volume customer portfolio. Responsibilities include coaching team members, designing engagement programs, and utilizing AI tools...- ...Culina Health is seeking a Market Lead and Client Success Manager to enhance relationships with Medicaid health plans in New York. This role involves managing payer performance, driving renewals, and optimizing partnerships to deliver measurable outcomes. Ideal candidates...
$150k - $185k
...Lord Abbett seeks a senior member of the Client Account Management team in Jersey City, New Jersey. This role involves leading complex onboarding and operational service activities, managing the client lifecycle, and ensuring top-tier client service. The ideal candidate...$80k - $90k
...believe a workplace food program should be something employees love and look forward to every day. Position Overview: As a Client Success Lead you will play a key role in managing day-to-day operations for the New York market. Your “North Star” is delivering a consistently...Full timePart timeWork experience placementWork at officeLocal areaImmediate startFlexible hours- A leading workplace financial wellbeing provider is looking for an Enterprise Client Success Manager to own and grow a portfolio of enterprise... ...This remote role involves onboarding clients, managing relationships... ...within a B2B SaaS or fintech environment. A competitive...Remote job
$191k - $242k
FalconX is seeking a Senior Manager, Global KYC and Client Onboarding in New York City. This role involves developing and maintaining a comprehensive global KYC program while ensuring compliance with regulatory requirements. You'll manage client onboarding processes, collaborate...
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