FINNY
Customer Success Manager
New York City
Sponsorship not specifiedDetected 42 days ago
CRMCustomer SuccessCommunicationCollaborationProblem Solving
About the role
- The Customer Success team at FINNY owns key relationships, driving adoption, shaping customer experience, and building the playbooks that will scale our platform across thousands of advisors.
- As a member of FINNY's CSM team, you'll work cross-functionally with product, design, sales, and engineering to ensure advisors succeed on the platform.
- You'll translate customer insights into product improvements, guide advisors in building repeatable prospecting systems, and help FINNY deliver an exceptional experience at scale.
Responsibilities
- Run weekly office hours: Provide hands-on support, troubleshoot campaigns, and help advisors work through real examples in real time.
- Partner with product: Surface customer insights, identify friction points, and collaborate closely with product/design to shape improvements.
- Champion customer outcomes: Help advisors get meaningful results over time, not just learn the platform, but use it to build systems they can rely on.
Requirements
- 4+ years of Customer Success or related client-facing experience in SaaS
- Experience partnering with product teams and influencing roadmap
- Experience in fintech, wealth management, or marketing tech
- You enjoy wearing multiple hats and stepping into areas outside your job description when needed
- You are energized by customer interaction and internal collaboration in equal measure
Compensation
- FINNY offers a competitive compensation package including:
- Competitive salary and equity
- Food and meals provided in our NYC office
- Team offsites and events
Benefits
- Competitive salary and equity
- Medical, dental, and vision insurance
- Flexible paid time off
- Track and manage customer health: Monitor usage, engagement, campaign quality, and retention indicators to proactively address risks.
- Experience onboarding and supporting customers in a fast-growing startup
Company info
- Lead onboarding and training. Deliver structured onboarding, run training sessions, and help customers build their first campaigns and workflows.
- Drive adoption: Guide customers in building sustainable prospecting rhythms, defining their ICP, refining their messaging, and adopting multi-channel outreach.
- Create and optimize playbooks: Build repeatable processes for customers including onboarding flows, adoption strategies, usage check-ins, and expansion motions.
- Strong communication skills with the ability to coach, guide, and motivate customers
- Guide customers in building sustainable prospecting rhythms, defining their ICP, refining their messaging, and adopting multi-channel outreach.
Equal opportunity
- FINNY is an equal opportunity employer.
- We are committed to diversity and inclusion in our company.
- We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
This listing is sourced directly from FINNY's careers page and normalized into a canonical job model.