Top Fintech Customer Success & Experience Jobs in Boston, MA

The Client Services Specialist will support customer service operations by handling inquiries, managing support requests, and improving customer experiences while working closely with financial advisors.

The Implementation Consultant will guide customers through onboarding and implementation on the Order.co platform, ensuring timely and value-driven launches while serving as a project manager and subject-matter expert.

The Claims Adjuster manages workers' compensation claims, ensuring compliance and quality service while advocating for customers and mitigating risks.

The Associate, Customer Solutions will manage department reporting and procedures, ensure compliance with regulations, identify operational improvements, and support analytics in a customer support role.

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

Serve as a trusted post‑go‑live partner for banking clients: manage accounts, troubleshoot escalations, configure workflows, coordinate with product and engineering, educate users, and de-escalate high-stakes situations.

The Customer Communications Manager will oversee customer communications across channels, ensuring accuracy and timeliness. Responsibilities include managing a touchpoint library, building communication calendars, generating audience data, producing enablement materials, and analyzing customer feedback.

The Associate Account Executive manages energy and power client relationships, ensuring compliance, addressing inquiries, and delivering tailored solutions while collaborating with internal teams.

Client Relationship Analysts support Financial Advisors by managing client relations, executing transactions, answering inquiries, and assisting with account management and marketing strategies.