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MillTech

Customer Success Manager

MillTech

Customer Success Manager at MillTech leading US operations for advanced FX Hedging and Cash Investment solutions. Building long-term relationships and guiding clients from engagement to ongoing support.

Posted 7/31/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer success management within financial services, focusing on onboarding, relationship building, and problem-solving. Leverages advanced data and software skills to enhance customer experience and drive business growth.

Highest-signal resume keywords
Customer Success ManagementFinancial Services ExperienceOnboarding Process LeadershipProblem-Solving AbilitiesProject Management Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Customer Relationship ManagementData AnalysisSoftware ProficiencyRegulatory ComplianceOperational Management
Soft Skills
Strong Communication SkillsEmpathyOrganizational SkillsCreative Problem-SolvingProactive Engagement
Industry Keywords
Foreign ExchangeCustomer AdvocacyLifetime-Value ApproachCustomer Feedback ManagementBest-in-Class Practices

About the role

Key responsibilities & impact
  • Lead MillTech’s US Customer Success operation, working autonomously and using initiative to drive the business forward.
  • Strong communication skills to manage the needs of clients and internal stakeholders.
  • Act as a senior customer advocate, supporting customers across all aspects of their relationship with MillTech and helping them achieve their business goals.
  • Lead the onboarding of new customers, ensuring a smooth, timely, and efficient process across operational, commercial, regulatory, financial, and technical requirements.
  • Proactively engage with customers to ensure they are deriving maximum value from MillTech’s products and services, maintaining regular contact to address concerns and optimise the overall customer experience.
  • Take a lifetime-value approach to customer relationships, identifying opportunities to upsell or cross-sell relevant products and services.
  • Respond to customer feedback, questions, and concerns in a professional, efficient, and agile manner.

Requirements

What you’ll need
  • Proven previous experience in a customer success role, ideally within financial services particularly foreign exchange.
  • A self-starter, confident working autonomously and comfortable taking full responsibility for leading the US operation.
  • Excellent communication skills, with a proactive approach to engaging customers and understanding their requirements and goals.
  • A strong commitment to building long-term, high-quality customer relationships and developing best-in-class customer success practices and policies.
  • Excellent problem-solving abilities, working collaboratively with colleagues across the business, external counterparties, and vendors to resolve customer issues effectively and efficiently.
  • A high degree of empathy and the ability to identify practical, customer-focused solutions.
  • Strong organisational and project management skills, with the ability to manage multiple priorities while maintaining consistently high standards.
  • Strong listening skills, combined with excellent technical and sector knowledge to support customers from onboarding through day-to-day operations.
  • Advanced data and software skills, with the ability to leverage modern tools and techniques to deliver outstanding customer success outcomes.
  • Excellent written and verbal communication skills in English; additional languages are an advantage.
  • A positive, can-do attitude, with a willingness to think creatively and explore innovative solutions to challenges.
  • A commitment to continuous professional development to ensure skills and expertise remain at the highest level.
  • The highest standards of integrity, with the ability to act with due care, skill, diligence, and confidentiality in line with market conduct standards.

Benefits

Comp & perks
  • A competitive salary with annual reviews
  • 25 days’ paid annual leave plus an additional day per year of service
  • Excellent staff development and training opportunities
  • Flexible working arrangements including remote working
  • Healthcare
  • 401(k) with employer match