Top Remote Financial Services Customer Success & Experience Jobs in New York City, NY

As a Customer Support Specialist, you will troubleshoot complex B2B financial issues, liaise with multiple teams, and enhance operational processes to improve client satisfaction.

The Solutions Engineer role involves customer interactions, API integrations, technical support, and collaboration with teams to enhance the developer experience in a fast-paced environment.

As a Remote Sales Representative, you will assist customers in choosing insurance policies, respond to inbound inquiries, and provide problem-solving support while educating clients on coverage and pricing.

The Head of Customer Success will oversee activation and onboarding for customers, lead a team of 75 CSMs, focus on improving metrics such as spend activation and product adoption, and enhance the customer experience. The role requires collaboration across several departments and is strategic and operational in nature.

The Technical Consultant role involves acting as a liaison between customers and technical teams, designing financial solutions, and guiding API integrations for optimal customer success.

Lead initiatives to enhance self-service onboarding for micro-SMB customers at Ramp, focusing on data analysis, program development, and team management.

The Conference Producer will manage relationships, secure industry speakers and attendees, and oversee event logistics including registration and materials.

The Business Development Specialist generates new business in the insurance industry by analyzing accounts, maintaining client relationships, and collaborating with marketing teams.

The Customer Experience Director oversees customer service operations, ensuring quality interactions, guiding the service team, and implementing strategies for customer satisfaction and retention.

The Customer Success Manager will oversee post-sales processes, ensure customer onboarding and adoption, drive renewals, and manage account expansion. Responsibilities include developing success plans, monitoring customer health, and collaborating with cross-functional teams to enhance customer experience.

The role involves managing client relationships, providing account services, assisting with requests, and ensuring a smooth client experience in a financial setting.

The Customer Success Manager will manage a portfolio of mid-size customers, ensuring satisfaction and driving retention through proactive engagement, onboarding, and tailored strategies for success.