Customer Success Manager

present of AI; Miami (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Client account ownership

Onboarding and training

Underwriting and credit concepts

Relationship building

Clear communication

Escalations and executive contact

Tools

CRM software

Ticketing systems

Job description

The role centers on owning a book of client accounts for a financial technology platform, handling onboarding, training, and ongoing support so institutions get full value from the product. A strong candidate brings several years of customer success or account management experience, comfort with underwriting and credit concepts, and the ability to juggle many clients and projects at once. Relationship building, clear communication, and independent ownership of escalations and executive contacts matter more than ramp time.

How it fits the AI era

AI is woven into the product itself, so the work involves helping clients understand and trust automated underwriting and decisioning outputs. Much of the routine reporting and data upkeep can be assisted by tools, while the human side stays in reading client concerns, explaining results, and turning feedback into product improvements. The role sits between the technology and the people using it, which keeps judgment and trust central.

How it builds AI experience

This role offers hands on exposure to AI driven underwriting and risk decisioning inside real financial institutions, plus practice explaining model behavior to non technical stakeholders. Building that experience means getting fluent in how credit and lending workflows feed AI systems and learning to read usage and performance data. Familiarity with CRM and ticketing tools helps track client patterns over time.

Worth showing

• Client account ownership
• Underwriting and credit basics
• Onboarding and training delivery
• CRM and ticketing fluency
• Clear stakeholder communication

This is our own read, written from the employer's posting and the company's Spotlight. The employer's posting is the source of truth for the role.

About Worth AI

Worth provides an AI-powered platform that consolidates onboarding and underwriting workflows for financial institutions, per the company.