# Customer Success Manager

**Company:** [Worth AI](https://hotfix.jobs/companies/worth-ai)
**Location:** Remote
**Role:** Customer Success
**Experience:** 3+ years
**Skills:** Customer Success, Account Management, Fintech, underwriting, credit risk, ai technologies, CRM, HubSpot, monday.com, Linear, financial data models, lending workflows
**Posted:** 2026-07-22

> Customer Success Manager responsible for onboarding clients to Worth's AI-powered underwriting and decisioning platform, building relationships, driving adoption and growth in FinTech/credit risk accounts, and acting as a trusted advisor on AI solutions for financial institutions.

## Job Description

## Responsibilities
- Assist and support the implementation process for newly acquired clients, ensuring a smooth onboarding experience.
- Onboard new clients and provide hands-on training to ensure they can effectively leverage AI-driven solutions for underwriting, risk assessment, and financial decision-making.
- Build and nurture strong client relationships, serving as a trusted advisor with a solid understanding of financial services, underwriting processes, and regulatory considerations.
- Work closely with clients to build success and growth plans that ensure maximum utilization while laying the foundation for expansion efforts.
- Proactively engage with clients to assess satisfaction, identify challenges related to underwriting or financial workflows, and recommend solutions.
- Serve as front-line point-of-contact for clients, ensuring timely resolution of issues related to underwriting workflows, data integrations, or AI performance.
- Maintain up-to-date client demographic, portfolio, and underwriting-related data within CRM and internal systems.
- Work collaboratively with various internal teams to ensure seamless service delivery and problem resolution.
- Gather customer feedback post-implementation and relay it to the product development team for ongoing enhancements.
- Champion the voice of the customer internally, advocating for customer-centric improvements across FinTech and underwriting use cases.
- Monitor customer success metrics and develop strategies for improvement.
- Manage an assigned book of business overseeing all aspects of key accounts and client relationships.
- Manage and grow existing client accounts monthly by initiating contact with clients, identifying their needs and selling appropriate products to meet those needs.
- Maintain internal reporting, organization, and ticketing system.
- Partner with the Customer Success leaders to identify trends across the book of business, including underwriting performance, risk outcomes, and customer usage patterns.
- Identify and execute on process improvement opportunities.
- Lead weekly client syncs, steering committees, QBRs, and onsite sessions with stakeholders as needed.

## Requirements
- 3+ years of experience in customer success, account management, or a related field.
- Excellent communication and relationship-building skills.
- Proven ability to manage multiple projects and clients effectively.
- Strong analytical and problem-solving skills.
- Experience in the software or technology industry is highly desirable.
- Ability to thrive in a fast-paced environment and adapt to changing priorities.
- Experience in FinTech, credit and risk industries.
- Working understanding of underwriting principles, credit risk, lending workflows, and financial data models.
- Strong knowledge of AI technologies and their applications in financial technology, underwriting, credit decisioning, and risk management.
- Proficiency with CRM platforms such as Monday and HubSpot, ticketing systems such as Linear, and customer success tools.
- Proven ability to independently own onboarding, escalations, and executive relationships without heavy ramp time.

## Benefits
- Health Care Plan (Medical, Dental & Vision)
- 401(k)
- Life Insurance
- Unlimited Paid Time Off
- 9 paid Holidays
- Work From Home
- Free Food & Snacks (for those in Orlando, FL)

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