Client Success Manager, AI-Driven Onboarding & Credit

present of AI; Miami (FL); Presencial; USD 70.000 - 100.000; Jornada completa

Descripción de la vacante

Worth AI is seeking a customer success manager to own a portfolio of financial institution clients, guiding them through onboarding, training, and ongoing use of the AI-powered platform. You will coordinate with product, sales, and support to drive value.

A strong candidate has several years in customer success or account management, comfort with underwriting concepts, and the ability to juggle multiple clients and projects while maintaining clear communication with executives.

Formación

• Several years of customer success or account management experience.
• Comfort with underwriting and credit concepts.
• Ability to juggle many clients and projects at once.
• Strong communication and relationship-building skills.
• Ownership of escalations and executive contacts.

Responsabilidades

• Own a book of client accounts for a financial technology platform.
• Manage onboarding, training, and ongoing support to ensure client success.
• Serve as the primary point of contact for escalations and executive level discussions.
• Capture client feedback to inform product improvements and renewals.

Conocimientos

Client account ownership

Onboarding and training

Underwriting and credit concepts

Relationship building

Clear communication

Escalations and executive contact

Herramientas

CRM software

Ticketing systems

Descripción del empleo

Worth AI is seeking a customer success manager to own a portfolio of financial institution clients, guiding them through onboarding, training, and ongoing use of the AI-powered platform. You will coordinate with product, sales, and support to drive value.

A strong candidate has several years in customer success or account management, comfort with underwriting concepts, and the ability to juggle multiple clients and projects while maintaining clear communication with executives.