The Client Success Lead manages post-sales customer experience, ensuring onboarding, engagement, and retention while collaborating with product and engineering teams.
About Conduit
Conduit is modernizing financial infrastructure by building the rails that power next-generation money movement. We help companies connect to financial systems in a simple, compliant, and scalable way — making it easier than ever to launch innovative financial products. We're a fast-growing, venture-backed startup focused on solving complex technical and regulatory problems for fintechs, enterprises, and developers. If you're excited about transforming finance through technology, you’ll feel right at home with us.
About the Role
We’re looking for a Client Success Lead to own and elevate the post-sales experience for our customers. In this role, you’ll be the trusted advisor to some of our most strategic clients — ensuring successful onboarding, ongoing value delivery, and long-term partnership growth.This is a cross-functional position where you’ll work closely with product, engineering, and sales to advocate for customer needs and ensure Conduit delivers exceptional results.
Responsibilities
- Own the end-to-end customer relationship post-sale: onboarding, activation, engagement, and retention
- Serve as the strategic point of contact for clients, providing guidance, troubleshooting, and support
- Collaborate with product and engineering to represent the voice of the customer and influence roadmap decisions
- Build scalable playbooks and processes to streamline customer success operations
- Drive usage, adoption, and satisfaction through proactive outreach and education
- Identify expansion opportunities and partner with sales on upsells and renewals
- Monitor key health metrics and act quickly to prevent churn or friction
- Create feedback loops to help improve our product and client experience
Requirements
- 4+ years of experience in a customer success, account management, or client-facing role — ideally in fintech, SaaS, or infrastructure platforms
- Proven track record managing strategic accounts or complex customer relationships
- Strong communication skills and ability to simplify technical concepts for non-technical stakeholders
- Experience working cross-functionally with product, sales, and engineering teams
- Comfortable in a fast-paced, high-growth environment where ambiguity is the norm
- Empathy, resourcefulness, and a relentless drive to make customers successfulBe multi-lingual with strong English with Spanish and / or Portuguese a long with having experience with international clients
- Having worked in an autonomous role, working as a key individual contributor and supporting our growth with building out the team
Bonus Points
- Experience with APIs, embedded finance, or financial infrastructure products
- Previous startup or early-stage experience
- Familiarity with compliance or regulatory landscapes in finance
What we offer
- Competitive salary + meaningful equity
- Remote-first team with flexible work culture
- Health, dental, and vision benefits
- Opportunity to shape the future of financial technology
- A collaborative, curious, and mission-driven team
Top Skills
APIs
Compliance
Financial Infrastructure
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