Snatch UP Jobs ยท 3 days ago
Financial Customer Success Manager
New York, United States
Full-time
Hybrid
Mid Level
3+ years expSnatch UP Jobs is seeking a highly motivated Financial Customer Success Manager to bridge the gap between complex financial workflows and their innovative platform. The role involves building strong client relationships, delivering tailored financial solutions, and ensuring client success through effective account management.
Management Consulting
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 Jobs
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase