Enterprise Client Success Manager - FinTech AI Platform

Float; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

Float is building a modern, AI-native platform for the financial markets from a small, hands-on team in NYC. This foundational Account Management role sits at the center of our go-to-market, owning onboarding, adoption, renewals and day-to-day client management across a book of sophisticated capital-markets clients.

You will collaborate with Sales, Engineering and Product to deliver value, drive adoption, monitor health, and expand within existing products.

Qualifications

• Solid experience in account management, client services, onboarding or customer success in finance technology or capital markets.
• This role is based in-person at our NYC office.
• Track record managing and growing a book of enterprise clients, driving adoption, retention and renewals.
• Strong project-management and organizational skills; ability to coordinate onboarding across multiple clients and teams.
• A fast learner with curiosity on complex capital-markets workflows and technical products.
• Start-up or early-stage experience preferred; able to operate with ambiguity and ownership.
• Credible with sophisticated market participants; build trusted client relationships.
• Collaborative and execution-focused with clear communication and a bias toward action.
• Willingness to travel to be on-site with clients, including transatlantic travel.

Responsibilities

• Project-manage onboarding, implementation and client training, coordinating with Sales, Engineering and Product.
• Own day-to-day relationship control for an existing hedge fund book, with expansion over time.
• Drive adoption and client health across the installed base, tracking ROI and value realization.
• Own renewals and drive expansion within existing products for strong retention.
• Identify broader commercial opportunities and bring Sales when needed.
• Serve as the primary client contact and escalation point, coordinating with Engineering and Product to close issues.
• Channel client feedback to Product/Engineering to influence the roadmap.
• Turn successful clients into references, case studies and introductions.
• Maintain accurate account mappings and stakeholder records in internal systems.
• Leverage AI tools to monitor adoption, surface risks and opportunities.

Skills

Account management

Client services

Onboarding

Capital markets

Project management

Relationship-building

Communication

Startup experience

Presentation skills

Travel readiness

Job description

Float is building a modern, AI-native platform for the financial markets from a small, hands-on team in NYC. This foundational Account Management role sits at the center of our go-to-market, owning onboarding, adoption, renewals and day-to-day client management across a book of sophisticated capital-markets clients.

You will collaborate with Sales, Engineering and Product to deliver value, drive adoption, monitor health, and expand within existing products.