finally · 1 week ago
Customer Success Specialist
Boca Raton, FL
Full-time
Onsite
Entry, Mid Level
1+ years expFinally is a rapidly growing fintech company that provides financial automation solutions for SMBs. The Customer Success Specialist will advocate for customers, ensuring they feel supported and successful while managing a portfolio of clients and driving product adoption.
AccountingB2BConsultingFinancial ServicesFinTech
Responsibilities
Ownership Model: You will own a portfolio of SMB customers using finally’s corporate cards and expense platform, maintaining end-to-end accountability from onboarding through ongoing adoption and expansion
Drive Card Activation & Spend Growth: Monitor customer usage and spend patterns to identify engagement gaps, remove adoption barriers, and proactively intervene to increase card utilization across your portfolio
Be a Trusted Advisor: Act as the operational point of contact for customers, building strong consultative relationships by understanding their business needs and aligning finally’s AI-powered tools with their internal processes and long-term goals
Solve Problems with Urgency: Resolve inquiries via phone, email, and chat with empathy and precision. You don’t just answer questions; you solve the underlying business challenge
Drive Product Adoption: Proactively monitor customer health and usage trends. If a customer isn’t using a feature that could save them time or money, you’ll guide them through adoption
Manage Escalations End-to-End: Take ownership of customer escalations, ensuring clear communication, accurate follow-through, and timely resolution across Sales, Product, Risk, and Engineering
Qualification
Required
1–3 years in Customer Success, Account Management, or Sales—ideally in SaaS, Fintech, or high-growth teams (expense management a plus)
Build trust quickly and explain complex financial or technical concepts clearly across phone, email, and chat
Use data and trends to drive adoption, reduce churn risk, and spot growth opportunities
Comfortable with modern tools, including AI-powered workflows; experience with Zendesk, Intercom, or CRMs is a plus
Proactive, resourceful, and comfortable navigating ambiguity to build scalable solutions
Precise and dependable when managing financial data and compliance-related work
Preferred
Exposure to basic accounting or tools like QuickBooks, Xero, or NetSuite
Benefits
Competitive salary and equity, so you share directly in the company’s success.
Company
finally
Finally is a fintech firm that assists small and medium-sized enterprises in automating their accounting and financial processes.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$309.08MKey Investors
PeakSpan CapitalEncina Lender FinanceClear Haven Capital Management
2024-09-09Series B· $50M
2024-09-09Debt Financing· $150M
2024-02-06Series B· $10M
Leadership Team
Felix Rodriguez
Founder & CEO
Edwin Mejia
Co-Founder
Recent News
500 global
2026-01-06
Sports Business Journal
2025-09-15
Company data provided by crunchbase