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Customer Success Manager | FinTech

Customer Success Manager | FinTech

  • New York

Want a fulfilling new role at a well funded, fast- growth FinTech startup?

  • Our client builds trust between landlords and renters using financial technology, clearing the worry of security deposits.
  • Renters use the platform to pay for any property damage directly, rather than an upfront deposit.
  • They're looking for an exceptional team member to join their Customer Success team, this person will be the face of the company and ensure the success of overall company performance – a very important cog in the machine.


The Job

  • Manage and cultivate long-term relationships with partners at all levels.
  • Help partners achieve their goals.
  • Lead implementation, onboarding, training, change management and pilot programs for your portfolio of customers.
  • Be a force multiplier for the value our partners derive from the platform.
  • Seek growth opportunities with partners.
  • Collaborate with sales, marketing and product teams, acting as the internal voice of the customer.
  • Deliver success stories, case studies and referral sources to foster company growth.


About you

  • 3-5 years experience in the real estate industry, at an early stage startup, or working with a SaaS product highly preferred – bonus points for all three!
  • Bachelor's degree in business, marketing or engineering preferred.
  • You are sociable, empathetic, charismatic and highly organized.
  • You are a problem solver, a clear communicator and exhibit sound judgment.
  • You have a strong understanding of SaaS platforms and API models.
  • Willingness to experiment, make mistakes and learn.
  • Ability to work out of our New York City office

Benefits and Perks

  • Health, Dental and Vision plans that begin on day one with generous company contributions
  • Stock Options because every employee is key to the success of this company
  • Remote Office Expense Reimbursement so you can make your home a comfortable work environment
  • Generous PTO and Holiday Schedule because we value work life balance.
  • Commuter Benefits which are pre tax dollars for transit and parking
  • Quarterly Team Kick offs and other team outings
  • Amazing offices in NYC and Tel Aviv
  • A chance to work with incredible teammates that are super-bright, creative, talented, and passionate!
  • $90,000 – $100,000 + competitive bonus
Maximum file size: 78 MB.

Job Overview
Account Executive (new business)
Offered Salary

After lunch, our target markets have risen, and so your duties will shift to maximising time with people on the phone. This will involve:

Business development
You’ll take the details gathered in the morning to reach out to new prospects, which may include phoning prospects, then booking in Zoom calls after.

Following up
Some clients and candidates will need a bit of chasing after you’ve spoken to them. This might involve getting interview feedback.

As for the candidates you previously headhunted who haven’t yet responded on LinkedIn, you’ll reach out to them again.

Wrapping up
You’ll perhaps confirm interviews, send calendar invites or proposals for retained projects. There will be a team debrief, and you’ll reflect to enable goal setting for the next day.


Mornings are when all our clients, candidates and prospects are asleep, so this is our preparation time. This consists of mostly marketing activities:

Goal setting
Goal setting for what you will get out of the day is a crucial part of how we work. You should note that things change, so midweek you may have to tweak it to stay on track.

Overnight there may have been offers made, interview feedback, responses to marketing emails, or calls booked in. You’ll reply to these, so recipients will see it first thing their time.

You’ll use the likes of Crunchbase, LinkedIn and ZoomInfo to discover exciting companies and their people’s details in our niche, and the best candidates to network with.

Build projects
This is gathering all the information from the previous step. You’ll set up email campaigns with tailored messaging, as well as create bespoke video pitches.

Need our help?Fill in your details and let us know a little more about the role(s) you’re looking to fill. One of the team will then be in touch to discuss how we can help.