Snatch UP ยท 19 hours ago
Customer Success Manager (Fintech)
Newark, NJ
Full-time
Hybrid
Mid Level
3+ years expSnatch UP is a pioneering fintech company seeking a highly motivated Financial Customer Success Manager. The role focuses on building strong client relationships and delivering tailored solutions to enhance customer success with their innovative platform.
Management Consulting
Hiring Manager
Hana Wimberly
Responsibilities
Client Partnerships: Build and maintain strong, lasting relationships, ensuring client satisfaction and retention
Tailored Solutions: Deeply understand customer financial processes to deliver value-driven solutions using our platform
Workflow Translation: Convert complex cash flow management (AR, AP, forecasting) into tangible actions on our platform
Lead Point of Contact: Serve as the primary contact for all account management and solution delivery needs
Drive Success: Ensure timely solution delivery, aligned with customer goals, and conduct onboarding/check-ins
Collaborate & Enhance: Partner with Sales and Product to identify opportunities and refine our offerings
Insights & Support: Deliver performance reports and assist with complex client requests
Qualification
Required
3+ years in customer success, relationship management, or similar client-facing roles
Strong background in finance, accounting, or economics (CPA a big plus!)
Deep understanding of financial workflows, reporting, and cash management
Proven ability to manage multiple client accounts and projects
Excellent written and verbal skills, translating complex finance to clear value
Analytical, proactive problem-solver, and highly motivated
Experience with CRM tools (e.g., HubSpot, Salesforce)
Preferred
Experience in fintech, treasury, or FP&A tools
Familiarity with US business finance/treasury workflows
Company
Snatch UP
With over a decade of building teams, we are far beyond your typical recruitment agency.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase