Top Fintech Customer Success Jobs in Boston, MA

The Account Specialist II will manage a portfolio of small businesses, negotiate payment plans, and document account statuses using Salesforce CRM, while ensuring customer engagement and financial recovery.

As a Bilingual Client Retention Specialist, you educate clients on financial programs, deescalate concerns, navigate CRM systems, analyze situations, and develop solutions to enhance client retention and satisfaction.

Oversee a team of Strategic Customer Success Managers to ensure retention and upsell targets are met for high-value accounts while leveraging data for client advocacy and internal collaboration.

The Patient Advocate serves as a liaison between patients and healthcare providers, managing inquiries related to medical billing through various communication channels and ensuring a positive billing experience.

The Customer Support Specialist is responsible for providing exceptional service to customers via phone and email, troubleshooting issues, and educating users about products.

The Senior Customer Success Manager will enhance customer use of Coupa Pay by developing adoption strategies, building relationships, analyzing opportunities, and providing demonstrations and support.

The Partner Success Manager will manage employer partnerships, drive engagement, analyze performance metrics, and lead cross-functional collaboration to enhance partner satisfaction and loyalty.

Manage and optimize no-code workflows for banking clients, leading implementation processes and enhancing banking services through technology solutions.

Client Services Specialists serve as the main contact for clients, addressing inquiries, building relationships, and resolving issues to ensure service excellence.

The Customer Success Manager maintains client relationships, ensuring they maximize value from the platform, driving product adoption, and managing renewals and retention efforts.