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

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.

The Customer Care Advocate assists customers with insurance inquiries via phone and digital channels, providing support and resolving complex issues with professionalism. Requires customer service experience, operates within guidelines, and utilizes AI tools for efficiency, ensuring compliance and accuracy in documentation.

Lead a team of Client Success Managers, ensuring client retention and strategic partnerships while managing a small portfolio. Drive performance through coaching and data-driven decisions using Salesforce.

The Client Success Manager builds strong client relationships, drives engagement, identifies opportunities, and enhances service delivery through strategic oversight and consultative selling.

The HelpDesk Intern at Wipfli provides customer support for hardware and software issues, manages tickets, and assists with technical analysis and process improvements.

Join Hometap as a Servicing Specialist, providing exceptional customer service to homeowners via calls and emails, handling inquiries with accuracy, and managing mortgage documentation.

The Customer Service Representative manages client interactions, providing support through high volume phone calls, resolving issues, and maintaining strong client relationships while working remotely.

The Customer Engagement Representative engages prospective clients to generate business, maintains client relationships, achieves sales targets, and provides exceptional customer service.

Manage and mature Upstart's privacy program, embedding privacy controls into products and ensuring compliance with regulations. Lead assessments and collaborate with various teams on data safeguards.

The Customer Support Expert will provide personalized support to customers, resolve their issues, and enhance customer satisfaction through effective communication and relationship-building.

Manage and develop the Business Development team at Toast, focusing on hiring, coaching, achieving quotas, and driving revenue. Collaborate with cross-functional teams to ensure alignment and success in new retail verticals.