Customer Success Manager

CARDO AI; Milano; In loco; EUR 60.000 - 80.000; Tempo pieno

Descrizione del lavoro

A fintech company in Milan is searching for a Customer Success Manager to enhance client relationships and ensure optimal use of their platform. The ideal candidate will possess at least 5 years of customer success experience, be fluent in English and Italian, and have a strong understanding of structured finance. The role offers significant autonomy and opportunities for personal and professional growth.

Servizi

Autonomy & Influence

Growth & Learning

Work-Life Balance & Flexibility

Challenging Problems to Solve

Culture of Care

Competenze

• 5+ years of experience in customer success or project management, preferably in financial SaaS.
• Strong understanding of the securitization process and structured finance.
• Ability to manage enterprise-level clients.

Mansioni

• Build and maintain long-lasting relationships with clients.
• Lead client onboarding and ensure smooth adoption of services.
• Drive client satisfaction and retention.

Conoscenze

Client Relationship Management

Client Advocacy

Communication Skills

Problem-Solving Skills

Analytical Skills

Fluent in English and Italian

Formazione

Bachelor’s degree in Finance, Business, Economics

Strumenti

Salesforce

HubSpot

Descrizione del lavoro

About Cardo AI: At Cardo AI, we’ve been on a mission since 2018 to make Private Credit and Asset-Based Finance (ABF) markets more accessible and efficient. Today, with over $40 billion in assets under technology, our platform empowers banks, trustees, and investors to accelerate growth through smarter strategies, faster transactions, and optimized investment portfolios.

Driven by a bold vision to help grow the ABF market beyond $40 trillion, we’re building a future defined by speed, confidence, and innovation. By combining automated workflows, comprehensive data, and AI-driven insights, we transform complexity into opportunity, enabling our clients to unlock growth and stay ahead.

Learn more about our products, services, and mission at www.cardoai.com.

Role Overview

Cardo AI is seeking an experienced and driven Customer Success Manager (CSM) to join our dynamic team in Milan. As a CSM, you will play a critical role in fostering strong relationships with our clients, ensuring they derive maximum value from our solutions, and driving their success in the fintech and structured finance ecosystem. This role requires a proactive, customer‑centric individual with expertise in fintech and prior experience in customer success or account management.

What you will do

• Client Relationship Management: Build and maintain strong, long‑lasting relationships with clients, acting as their trusted advisor.
• Onboarding and Adoption: Lead client onboarding, ensuring smooth adoption of Cardo AI’s platform and services, while tailoring solutions to meet their specific business needs.
• Retention and Growth: Drive client satisfaction and retention by identifying opportunities to deliver added value, upselling, and cross‑selling additional products and services.
• Client Advocacy: Act as the voice of the customer, relaying feedback to internal teams for product improvement and ensuring client needs are addressed promptly.
• Collaboration: Work closely with sales, product, and technical teams to ensure seamless client experiences and effective problem resolution.
• Performance Monitoring: Track and report on client engagement metrics, ensuring alignment with key performance indicators (KPIs).
• Training and Enablement: Provide clients with ongoing training, resources, and support to maximize their use of Cardo AI’s platform.
• Issue Resolution: Serve as the primary escalation point for client concerns, ensuring timely and satisfactory resolution of issues.

Your Expertise

• Minimum of 5 years’ experience in customer success or project management, preferably financial SaaS, Big4 or financial services industry.
• Strong understanding of the securitization process, structured and secured financial transactions.
• Demonstrated ability to manage enterprise‑level clients with complex needs.
• Strong understanding of private credit or related structured finance is a plus.
• You speak English fluently, as well as Italian.

Technical Skills

• Familiarity with software platforms and tools commonly used in fintech and structured finance.
• Experience with CRM systems (e.g., Salesforce, HubSpot) and customer success tools.
• Soft Skills
• Exceptional communication and interpersonal skills, with the ability to influence and build trust.
• Strong analytical and problem‑solving skills to address client challenges effectively.
• Proactive and results‑oriented with a strong focus on client satisfaction.

Educational Background

• Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degrees or certifications in Fintech or Customer Success are a plus.

Other Qualifications

• Experience working with global teams and managing clients across time zones.
• Familiarity with Italy's structured finance ecosystem (Servicers, Investors, ecc) is a plus.

What We Offer

• 💡 Autonomy & Influence: Take ownership of your projects and make decisions that help shape the future of the industry.
• 📈 Growth & Learning: Access training, mentorship, and opportunities to grow and evolve within the company.
• 💼 Work‑Life Balance & Flexibility: Benefit from flexible working arrangements that support both your personal and professional life.
• 🎯 Challenging Problems to Solve: Work on meaningful, complex problems that will sharpen your technical and strategic skills.
• 💙 A Culture of Care: Join a team built on trust, transparency, collaboration, and a customer‑first mindset.