Customer Success Manager - United States

Customer Success Manager

As a Customer Success Manager at Alpaca, you are the front line in our pursuit of enabling everyone on the planet access to financial markets. You'll work with our partners (customers) from contract signature through renewal, ensuring they have a positive experience leading to successful outcomes. This role supports Alpaca's B2B offerings you will help customers to launch US securities and crypto trading apps around the world.

Things You Get To Do :

Act as primary contact for B2B / enterprise customers, accountable for driving healthy and constant relationships with key contacts throughout the customer lifecycle - from app launch to renewal.

Ensure customer satisfaction, retention, and success.

Manage escalations, internally and externally, with a focus on customer empathy.

Maintain regular contact with customers to understand their business priorities, monitor their progress to achieving key results, and constantly identify and mitigate risk (relationship, commercial, etc.)

Work with partners to accurately forecast growth, and to identify and monitor progress towards shared goals

Drive adoption of Alpaca features (new and existing) among our Live Partners

Identify and disseminate best practices and pitfalls

Represent the partner internally to ensure Alpaca across multiple groups (marketing, product, operations, etc.)

Maintain positive relationships, internally and externally, to drive overall success and overcome obstacles

Provide internal communication and reporting on overall account status, health, and risk.

Develop a success strategy for ensuring customer success

Identify areas and consider solutions for improvement / optimization within Alpaca

Ad-hoc duties and responsibilities as assigned

Deliver QBRs and executive reports that align customer goals to platform outcomes

Serve as a trusted advisor to customers' leadership teams, aligning Alpaca capabilities to their go-to-market strategy

Own the full customer lifecycle post-signature : onboarding, activation, expansion, and renewal

Collaborate cross-functionally with Product, Sales, and our Broker Dealer to champion partner needs and influence roadmap priorities

Who You Are (Must-Haves) :

4-6 years of experience in a customer success role, managing customer relationships

Comfortable working EST / PST hours in a remote setup

Understanding of and experience with key technology concepts, such as SaaS and APIs

Exposure to, or employment with, large and small companies

A dedicated interest in Alpaca's mission, to enable financial services access to everyone on the planet

Ability to work remotely and independently, and to self-manage time and obligations

Flexibility to jump in where / when needed to help drive Alpaca's growth

Desire to learn

Ability to manage customer relationships across various-sized companies

Team player that thrives on ownership, transparency, and being relentlessly partner-first. We move quickly, support one another, and aim to grow together.

Who You Might Be (Nice-to-Haves) :

FinTech experience is a plus, especially with a broker-dealer business

Startup mindset for a fast-paced, high-growth environment

Experience working with international B2B clients

How We Take Care of You :

• Competitive Salary & Stock Options
• Health Benefits
• New Hire Home-Office Setup : One-time USD $500
• Monthly Stipend : USD $150 per month via a Brex Card

Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.