Customer Success Manager

Worth AI

Customer Success Manager at Worth AI onboarding clients to maximize their use of AI-driven financial solutions. Building strong partnerships and driving customer satisfaction for long-term success.

Posted 7/22/2026full-timeRemote • Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in client onboarding, relationship management, and customer success within the FinTech sector, with a strong focus on underwriting principles and AI technologies. Proven ability to analyze client needs, drive satisfaction, and implement process improvements to enhance service delivery.

Highest-signal resume keywords

Customer Success ManagementClient OnboardingAI Technologies in Financial ServicesCRM ProficiencyUnderwriting Principles

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Analytical SkillsProblem-Solving SkillsProject ManagementFinancial Data ModelsRisk Assessment

Soft Skills

Excellent CommunicationRelationship-BuildingAdaptabilityProactive Engagement

Tools & Technologies

CRM PlatformsMondayHubSpotLinearCustomer Success Tools

Industry Keywords

FinTechUnderwritingCredit RiskLending WorkflowsCustomer Success Metrics

About the role

Key responsibilities & impact

Assist and support the implementation process for newly acquired clients, ensuring a smooth onboarding experience
Onboard new clients and provide hands-on training to ensure they can effectively leverage AI-driven solutions for underwriting, risk assessment, and financial decision-making
Build and nurture strong client relationships, serving as a trusted advisor with a solid understanding of financial services, underwriting processes, and regulatory considerations
Work closely with your clients to build success and growth plans that ensure maximum utilization while laying the foundation for expansion efforts
Proactively engage with clients to assess satisfaction, identify challenges related to underwriting or financial workflows, and recommend solutions
Serve as front-line point-of-contact for your clients, ensuring timely resolution of issues related to underwriting workflows, data integrations, or AI performance
Maintain up-to-date client demographic, portfolio, and underwriting-related data within CRM and internal systems
Work collaboratively with various internal teams to ensure seamless service delivery and problem resolution
Gather customer feedback post-implementation and relay it to the product development team for ongoing enhancements
Champion the voice of the customer internally, advocating for customer-centric improvements across FinTech and underwriting use cases
Monitor customer success metrics and develop strategies for improvement
Manage an assigned book of business overseeing all aspects of key accounts and client relationships
Manage and grow existing client accounts monthly, by initiating contact with clients, identifying their needs and selling appropriate products to meet those needs
Maintain internal reporting, organization, and ticketing system
Partner with the Customer Success leaders to identify trends across the book of business, including underwriting performance, risk outcomes, and customer usage patterns
Identify and execute on process improvement opportunities
Maintain up-to-date client demographic, portfolio, and underwriting-related data within CRM and internal systems
Lead weekly client syncs, steering committees, QBRs, and onsite sessions with stakeholders as needed
Other duties as assigned

Requirements

What you’ll need

3+ years of experience in customer success, account management, or a related field
Excellent communication and relationship-building skills
Proven ability to manage multiple projects and clients effectively
Strong analytical and problem-solving skills
Experience in the software or technology industry is highly desirable
Ability to thrive in a fast-paced environment and adapt to changing priorities
Experience in FinTech, credit and risk industries
Working understanding of underwriting principles, credit risk, lending workflows, and financial data models
Strong knowledge of AI technologies and their applications in financial technology, underwriting, credit decisioning, and risk management
Proficiency with CRM platforms such as Monday and HubSpot, ticketing systems such as Linear, and customer success tools
Proven ability to independently own onboarding, escalations, and executive relationships without heavy ramp time

Benefits

Comp & perks

Health Care Plan (Medical, Dental & Vision)
401 (k)
Life Insurance
Unlimited Paid Time Off
9 paid Holidays
Work From Home
Free Food & Snacks (for those in Orlando, FL)