Remote Customer Success Lead: Finance & Portfolio

Mindlance; New York (NY); Remote; USD 60,000 - 90,000; Full time

Job summary

Talentify is seeking a Customer Success Specialist to manage a portfolio of about 150 clients with strong relationship-building and finance knowledge. You will drive client satisfaction, identify growth opportunities, and oversee bookkeeping tasks while coordinating with cross-functional teams.

Ideal candidates bring 2–5 years of customer success or client-management experience, excellent communication, proactive ownership, and a robust ability to manage a large portfolio in a fast-paced

Qualifications

• 2–5 years of customer success or client-management experience.
• Strong client management and relationship-building skills.
• Excellent communication, both written and spoken.

Responsibilities

• Manage a customer portfolio of approximately 150 customers/end clients.
• Proactively connect with clients rather than waiting for queues or instructions.
• Build and manage strong customer relationships.
• Identify opportunities and help drive account growth.
• Resolve client issues and take ownership of the portfolio.
• Handle bookkeeping and finance-related activities.

Skills

Customer Success Management

Client management

Relationship-building

Communication skills

Portfolio management

Bookkeeping

Proactive ownership

Financial awareness

Job description

Talentify is seeking a Customer Success Specialist to manage a portfolio of about 150 clients with strong relationship-building and finance knowledge. You will drive client satisfaction, identify growth opportunities, and oversee bookkeeping tasks while coordinating with cross-functional teams.

Ideal candidates bring 2–5 years of customer success or client-management experience, excellent communication, proactive ownership, and a robust ability to manage a large portfolio in a fast-paced