Customer Success Specialist

Finalytics.ai

United States
$60,000 - $80,000 based on experience; not specifi...
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Product support and issue resolution
Scenario management and optimization
Client onboarding and training
** Finalytics.ai is seeking a Customer Success Specialist to support financial institutions with AI-powered personalization solutions. The role involves managing client relationships, training, troubleshooting, and optimizing platform usage to enhance customer engagement. **

Job Summary

  • The Product Specialist is the platform expert for our clients, managing day-to-day scenarios, training clients, troubleshooting issues, and recommending optimizations.
  • This role combines product support, scenario management, and client training, developing deep expertise in the Finalytics platform.
  • This is a remote-first position with a competitive salary, offering an opportunity to grow with a scaling fintech company and have a direct impact on client success.

Matching Summary

Match Score: 75

** Finalytics.ai is seeking a Customer Success Specialist to support financial institutions with AI-powered personalization solutions. The role involves managing client relationships, training, troubleshooting, and optimizing platform usage to enhance customer engagement. **

Salary

$60,000 - $80,000 based on experience; Not specified; Not specified

Skills & Requirements

Must-have

  • product support and issue resolution
  • scenario management and optimization
  • client onboarding and training
  • troubleshoot platform issues
  • client-facing roles

Nice-to-have

  • analytical mindset
  • patient and helpful
  • collaborative, low-ego team

Key Requirements

  • 1-3 years in client-facing roles
  • Strong troubleshooting skills
  • Excellent communication skills
  • Highly organized with strong attention to detail
  • Comfortable learning technical platforms
  • Bachelor's degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter