Customer Success Manager
Manage post-sale relationships for mid-market fintech and financial institution accounts, driving onboarding, adoption, retention, and expansion in a B2B SaaS environment.
Manage post-sale relationships for mid-market fintech and financial institution accounts, driving onboarding, adoption, retention, and expansion in a B2B SaaS environment.
Drive full-funnel creative strategy from brand awareness through paid acquisition, landing pages, and onboarding. Partner with Growth, Brand, and Product to align messaging and run structured creative testing.
Owns end-to-end creative production and campaign execution for Growth Marketing. Manages creative pipelines, approval workflows, and AI integration across paid social, SEM, and UAC channels.
Lead U.S. sales and use tax matters as primary SME, translating complex tax rules into scalable product and operational solutions while partnering with Product, Engineering, and Customer Success.
Own and scale Basis's customer community function, building advisory boards, councils, and feedback programs that turn customer insight into product and company direction. Requires 3+ years running B2B customer programs end-to-end and onsite presence in NYC.
Build and run a 40+ event per year program (trade shows, roadshows, executive dinners) that turns attendee engagement into qualified pipeline for an AI accounting startup. Requires 3+ years owning B2B events end-to-end and 5 days/week onsite in NYC.
Senior engineer building blockchain network infrastructure and platform APIs that integrate protocols like Bitcoin and Ethereum with Coinbase services. Owns multi-quarter initiatives improving latency, reliability, and cost.
Lead compliance for an RIA and Broker-Dealer at an AI investment management startup. Own policies, surveillance, regulator relationships, and embed compliance into product.
Lead iOS development for Ramp's mobile app: design, build, and launch new products while driving the engineering roadmap and mentoring the team. Requires 5+ years iOS experience and 2+ years technical leadership.
Build and own the internal GTM infrastructure powering CRM, outbound, paid acquisition, SEO/GEO, and growth channels at an early-stage AI compliance startup.
Own and evolve US-based institutional crypto operations at a prime broker, driving automation, controls, and 24/7 team scaling while partnering with Product, Trading, and Risk.
Lead end-to-end product design for RiskOS, an AI-native risk decisioning platform. Own AI-powered features, mentor designers, and evolve the design system for complex fintech workflows.
Consultative Account Executive owning the East Coast territory, leading complex group benefits sales to 100+ employee companies alongside broker partners. Requires 3+ years in group health insurance or benefits brokerage.
Own and drive consultative sales for mid-market employers (100+ employees) in the Central US region, partnering with brokers to sell complex group health insurance solutions.
Staff engineer on the Infra Reliability team improving system resiliency, deployment safety, and configuration management for Coinbase's production environment at massive scale.
Own daily trading, rebalancing, and model implementation for member accounts at a fintech wealth manager. Requires 5+ years trading/portfolio ops experience at an RIA or asset manager plus Series 7/66 and CFA/CFP.
Build and maintain data models, pipelines, and dashboards that power customer experience and compliance operations. Partner with CX and compliance teams to deliver trusted, self-serve analytics.
Sell Carta's equity management platform to early-stage SMB companies (Series A and earlier). Prospect, qualify, and close 20-25 deals per month while leveraging AI tools and maintaining pipeline hygiene in Salesforce.
Senior backend engineer leading cross-team architecture and delivery of lending systems at Chime. Owns complex initiatives spanning credit, repayments, capital markets, and core financial platforms.
Manage enterprise payment partners at Plaid, owning the full partner lifecycle from technical integration to scaling volumes and driving product expansion. Requires 7+ years experience and proven success growing large partner relationships.
Inside Sales Account Executive converting inbound leads and outbound prospecting into closed SMB deals for Square's commerce and financial tools.
Lead product marketing for Socure's Compliance Suite, owning positioning, GTM execution, sales enablement, and customer-facing content. Requires 5+ years in product marketing with RegTech or compliance experience.
Lead product marketing for Socure’s Fraud Suite: develop positioning and messaging, drive GTM strategy and launches, create sales enablement, and conduct market research. Requires 5+ years in product marketing with fraud/payments experience.
Lead product marketing strategy, positioning, and GTM execution for Socure’s new KYA (know-your-agent) identity verification solutions. Partner with product, sales, and marketing to drive awareness, adoption, and growth.
Supports sales team by managing proposals, Salesforce records, contracts, and administrative tasks to ensure smooth sales processes and accurate documentation.
Own and drive Treasury for Platforms features (rewards, deposits, check sending) from alpha to GA. Partner directly with platforms on sales calls, demos, and integrations to turn each into a financial hub.
Review residential mortgage loans for compliance with agency, investor, and regulatory guidelines. Requires 5+ years mortgage underwriting and 2+ years secondary market experience.
Owns strategic post-implementation success, retention, adoption, and expansion for Built's most complex, high-value lending and real estate clients. Builds multi-threaded executive relationships, leads QBRs, drives upsells, and mentors junior CSMs.
Lead and grow a data science team building predictive models for credit risk, payments, and consumer financial products. Drive adoption of AI tools and partner with product and engineering on roadmap and impact.
Senior DevOps Engineer building and operating Kubernetes-based ephemeral environments and cloud infrastructure on AWS to improve developer productivity and platform reliability.
Conduct original quantitative research and build analytics capabilities using private markets data to generate insights, develop indices, and support product and marketing efforts. Requires 6-10 years experience in equities markets, advanced programming skills, and a Master's degree.
Conduct original quantitative research and build analytics capabilities using private markets data to generate insights and indices for clients and internal teams. Requires 6-10 years experience in equities markets, advanced programming skills, and a Master's degree.
Oversee organic social and influencer programs to grow brand reach and engagement with parents and teens. Requires 7+ years in social strategy with proven results.
Lead end-to-end product security for consumer products, digital platform, and hardware devices. Drive threat modeling, penetration testing, PSIRT operations, and AI security guardrails in a regulated financial services environment.
Enterprise Solutions Consultant driving technical sales cycles for Ramp's finance automation platform. Partners with AEs to architect API-driven solutions, deliver customized demos, and support complex implementations for Fortune 500 and government prospects.
Hands-on technical accounting expert advising product teams, customers, and building external profile. Requires active CPA and 6+ years Big Four/national firm experience.
Senior-most accounting authority leading technical accounting strategy, product collaboration, customer escalations, and external representation for a vertical SaaS subledger platform. Requires active CPA and 12+ years of progressive technical accounting experience.
Support President with deck creation, meeting prep, and operational execution in a high-growth fintech. Requires 3-5 years experience from consulting or banking, strong deck-building and written communication skills.
Lead and manage Upstart’s third-party risk management program for its de novo national bank, overseeing risk assessments, due diligence, monitoring, and regulatory readiness while developing a risk team.
Senior frontend engineer owning consumer crypto payment flows across web and mobile. Focus on building reliable, high-scale payment experiences, driving latency/SLO improvements, and mentoring engineers.
Lead technical vision and architecture for Brex's Application Security team. Drive AI/ML security strategy, offensive testing, and secure product lifecycle across engineering orgs. Requires 8+ years in appsec with AI security expertise.
Drive strategic sales into named financial and wealth management accounts, qualifying leads, prospecting new relationships, and conducting SaaS product demos. Requires 4+ years software sales experience and Salesforce proficiency.
Staff Software Engineer building and scaling an AI-native revenue platform. Own complex projects across the contract-to-cash lifecycle, architect scalable solutions, and mentor engineers.
Manage disputes operations and strategy with a focus on AI-driven automation. Own back-office workflows, optimize tooling, and partner cross-functionally to reduce costs and regulatory risk.
Administers Zendesk and internal tools for the Client Experience team, troubleshoots operational issues, designs workflows, and drives process improvements to enhance customer service efficiency. Requires Zendesk experience, strong Excel/Google Sheets skills, and prior financial services or operations background.
Design and build scalable cloud-native security data pipelines and detection systems. Collaborate on detection engineering and Kubernetes security controls while participating in on-call rotations.
Own and scale Kalshi’s TV media buying across linear, CTV, streaming, and sports inventory to drive customer acquisition and measurable ROI. Requires 4-8+ years of TV buying experience with strong analytics, negotiation, and performance measurement skills.
B2B Demand Generation Marketing Manager driving paid media, ABM, and email nurture campaigns to generate qualified pipeline for Betterment's 401(k) sales organization. Requires 4+ years B2B demand gen experience and strong paid media background.
Treasury Associate supporting global fund administration by owning payment workflows, bank account setup, and process improvements. Requires 2-5 years in treasury or banking operations and proficiency with Excel and data tools.
Manage and grow Brex's accounting channel partnerships by building relationships with accounting firms, driving client referrals, and executing go-to-market strategies to fuel revenue growth.
Manage post-sale relationships for mid-market fintech and financial institution accounts, driving onboarding, adoption, retention, and expansion in a B2B SaaS environment.
Drive full-funnel creative strategy from brand awareness through paid acquisition, landing pages, and onboarding. Partner with Growth, Brand, and Product to align messaging and run structured creative testing.
Owns end-to-end creative production and campaign execution for Growth Marketing. Manages creative pipelines, approval workflows, and AI integration across paid social, SEM, and UAC channels.
Lead U.S. sales and use tax matters as primary SME, translating complex tax rules into scalable product and operational solutions while partnering with Product, Engineering, and Customer Success.
Own and scale Basis's customer community function, building advisory boards, councils, and feedback programs that turn customer insight into product and company direction. Requires 3+ years running B2B customer programs end-to-end and onsite presence in NYC.
Build and run a 40+ event per year program (trade shows, roadshows, executive dinners) that turns attendee engagement into qualified pipeline for an AI accounting startup. Requires 3+ years owning B2B events end-to-end and 5 days/week onsite in NYC.
Senior engineer building blockchain network infrastructure and platform APIs that integrate protocols like Bitcoin and Ethereum with Coinbase services. Owns multi-quarter initiatives improving latency, reliability, and cost.
Lead compliance for an RIA and Broker-Dealer at an AI investment management startup. Own policies, surveillance, regulator relationships, and embed compliance into product.
Lead iOS development for Ramp's mobile app: design, build, and launch new products while driving the engineering roadmap and mentoring the team. Requires 5+ years iOS experience and 2+ years technical leadership.
Build and own the internal GTM infrastructure powering CRM, outbound, paid acquisition, SEO/GEO, and growth channels at an early-stage AI compliance startup.
Own and evolve US-based institutional crypto operations at a prime broker, driving automation, controls, and 24/7 team scaling while partnering with Product, Trading, and Risk.
Lead end-to-end product design for RiskOS, an AI-native risk decisioning platform. Own AI-powered features, mentor designers, and evolve the design system for complex fintech workflows.
Consultative Account Executive owning the East Coast territory, leading complex group benefits sales to 100+ employee companies alongside broker partners. Requires 3+ years in group health insurance or benefits brokerage.
Own and drive consultative sales for mid-market employers (100+ employees) in the Central US region, partnering with brokers to sell complex group health insurance solutions.
Staff engineer on the Infra Reliability team improving system resiliency, deployment safety, and configuration management for Coinbase's production environment at massive scale.
Own daily trading, rebalancing, and model implementation for member accounts at a fintech wealth manager. Requires 5+ years trading/portfolio ops experience at an RIA or asset manager plus Series 7/66 and CFA/CFP.
Build and maintain data models, pipelines, and dashboards that power customer experience and compliance operations. Partner with CX and compliance teams to deliver trusted, self-serve analytics.
Sell Carta's equity management platform to early-stage SMB companies (Series A and earlier). Prospect, qualify, and close 20-25 deals per month while leveraging AI tools and maintaining pipeline hygiene in Salesforce.
Senior backend engineer leading cross-team architecture and delivery of lending systems at Chime. Owns complex initiatives spanning credit, repayments, capital markets, and core financial platforms.
Manage enterprise payment partners at Plaid, owning the full partner lifecycle from technical integration to scaling volumes and driving product expansion. Requires 7+ years experience and proven success growing large partner relationships.
Inside Sales Account Executive converting inbound leads and outbound prospecting into closed SMB deals for Square's commerce and financial tools.
Lead product marketing for Socure's Compliance Suite, owning positioning, GTM execution, sales enablement, and customer-facing content. Requires 5+ years in product marketing with RegTech or compliance experience.
Lead product marketing for Socure’s Fraud Suite: develop positioning and messaging, drive GTM strategy and launches, create sales enablement, and conduct market research. Requires 5+ years in product marketing with fraud/payments experience.
Lead product marketing strategy, positioning, and GTM execution for Socure’s new KYA (know-your-agent) identity verification solutions. Partner with product, sales, and marketing to drive awareness, adoption, and growth.
Supports sales team by managing proposals, Salesforce records, contracts, and administrative tasks to ensure smooth sales processes and accurate documentation.
Own and drive Treasury for Platforms features (rewards, deposits, check sending) from alpha to GA. Partner directly with platforms on sales calls, demos, and integrations to turn each into a financial hub.
Review residential mortgage loans for compliance with agency, investor, and regulatory guidelines. Requires 5+ years mortgage underwriting and 2+ years secondary market experience.
Owns strategic post-implementation success, retention, adoption, and expansion for Built's most complex, high-value lending and real estate clients. Builds multi-threaded executive relationships, leads QBRs, drives upsells, and mentors junior CSMs.
Lead and grow a data science team building predictive models for credit risk, payments, and consumer financial products. Drive adoption of AI tools and partner with product and engineering on roadmap and impact.
Senior DevOps Engineer building and operating Kubernetes-based ephemeral environments and cloud infrastructure on AWS to improve developer productivity and platform reliability.
Conduct original quantitative research and build analytics capabilities using private markets data to generate insights, develop indices, and support product and marketing efforts. Requires 6-10 years experience in equities markets, advanced programming skills, and a Master's degree.
Conduct original quantitative research and build analytics capabilities using private markets data to generate insights and indices for clients and internal teams. Requires 6-10 years experience in equities markets, advanced programming skills, and a Master's degree.
Oversee organic social and influencer programs to grow brand reach and engagement with parents and teens. Requires 7+ years in social strategy with proven results.
Lead end-to-end product security for consumer products, digital platform, and hardware devices. Drive threat modeling, penetration testing, PSIRT operations, and AI security guardrails in a regulated financial services environment.
Enterprise Solutions Consultant driving technical sales cycles for Ramp's finance automation platform. Partners with AEs to architect API-driven solutions, deliver customized demos, and support complex implementations for Fortune 500 and government prospects.
Hands-on technical accounting expert advising product teams, customers, and building external profile. Requires active CPA and 6+ years Big Four/national firm experience.
Senior-most accounting authority leading technical accounting strategy, product collaboration, customer escalations, and external representation for a vertical SaaS subledger platform. Requires active CPA and 12+ years of progressive technical accounting experience.
Support President with deck creation, meeting prep, and operational execution in a high-growth fintech. Requires 3-5 years experience from consulting or banking, strong deck-building and written communication skills.
Lead and manage Upstart’s third-party risk management program for its de novo national bank, overseeing risk assessments, due diligence, monitoring, and regulatory readiness while developing a risk team.
Senior frontend engineer owning consumer crypto payment flows across web and mobile. Focus on building reliable, high-scale payment experiences, driving latency/SLO improvements, and mentoring engineers.
Lead technical vision and architecture for Brex's Application Security team. Drive AI/ML security strategy, offensive testing, and secure product lifecycle across engineering orgs. Requires 8+ years in appsec with AI security expertise.
Drive strategic sales into named financial and wealth management accounts, qualifying leads, prospecting new relationships, and conducting SaaS product demos. Requires 4+ years software sales experience and Salesforce proficiency.
Staff Software Engineer building and scaling an AI-native revenue platform. Own complex projects across the contract-to-cash lifecycle, architect scalable solutions, and mentor engineers.
Manage disputes operations and strategy with a focus on AI-driven automation. Own back-office workflows, optimize tooling, and partner cross-functionally to reduce costs and regulatory risk.
Administers Zendesk and internal tools for the Client Experience team, troubleshoots operational issues, designs workflows, and drives process improvements to enhance customer service efficiency. Requires Zendesk experience, strong Excel/Google Sheets skills, and prior financial services or operations background.
Design and build scalable cloud-native security data pipelines and detection systems. Collaborate on detection engineering and Kubernetes security controls while participating in on-call rotations.
Own and scale Kalshi’s TV media buying across linear, CTV, streaming, and sports inventory to drive customer acquisition and measurable ROI. Requires 4-8+ years of TV buying experience with strong analytics, negotiation, and performance measurement skills.
B2B Demand Generation Marketing Manager driving paid media, ABM, and email nurture campaigns to generate qualified pipeline for Betterment's 401(k) sales organization. Requires 4+ years B2B demand gen experience and strong paid media background.
Treasury Associate supporting global fund administration by owning payment workflows, bank account setup, and process improvements. Requires 2-5 years in treasury or banking operations and proficiency with Excel and data tools.
Manage and grow Brex's accounting channel partnerships by building relationships with accounting firms, driving client referrals, and executing go-to-market strategies to fuel revenue growth.