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Top Financial Services Customer Success Jobs in Boston, MA
Artificial Intelligence • Financial Services
The Technical Account Manager will manage client relationships, oversee deliverables, and coordinate between teams to ensure client success, while troubleshooting technical issues and executing project goals.
Top Skills:
AsanaGraphQLJavaMiroNotionPostgresPowerPointPythonReactTypescript
Fintech • Insurance • Financial Services
The Client Relationship Manager interacts with clients, ensures best practices, reports monthly, supports audits, resolves issues, and participates in client meetings.
Top Skills:
ExcelMS Office
Financial Services
The Customer Success Manager will maintain customer relationships, drive adoption of Givzey solutions, and improve customer satisfaction in nonprofit fundraising.
Top Skills:
CanvaZoom
Featured Jobs
Blockchain • Fintech • Financial Services
As a Customer Success Associate, you'll support clients with onboarding, product knowledge, and technical issues while ensuring a positive customer experience.
Top Skills:
BlockchainTrading Platforms
Financial Services
Responsible for onboarding, training, and supporting clients to ensure customer satisfaction and success, while analyzing customer feedback and collaborating with teams.
Top Skills:
AsanaCustomer Success Platforms (E.G.Google WorkspaceSalesforceVitally)
Fintech • Payments • Financial Services
The Implementation Specialist will manage system implementations, provide training, and ensure client satisfaction through effective problem resolution and communication.
Top Skills:
Point Of Sale SystemsRestaurant Technology
Fintech • Software • Financial Services
Lead customer support and operations teams, optimize processes, implement technology solutions, and enhance customer experience in a fintech environment.
Top Skills:
AIAutomation
Fintech • Payments • Financial Services
As a Manager of Strategic Client Solutions, you will guide clients through their journey with ModernFi, ensuring they maximize value from the platform, addressing complex challenges, and collaborating with sales teams to drive client success.
Top Skills:
Financial TechnologySaaS
Fintech • Financial Services
The Digital Support Specialist helps clients with onboarding, answers inquiries via phone and digital platforms, and resolves issues efficiently while adhering to service agreements.
Top Skills:
Computer HardwareDiagnostic UtilitiesSoftware Systems
Fintech • Payments • Financial Services
The Customer Success Lead will manage post-sales client relationships, ensure onboarding success, drive customer satisfaction, and identify expansion opportunities.
Top Skills:
APIsFinancial Infrastructure
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Top Companies in Boston, MA Hiring Customer Success Roles
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