Customer Success Manager at TIFIN

Charlotte, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

11 May, 26

Salary

80000.0

Posted On

10 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Success, Account Management, Project Management, Relationship Management, Collaboration, Communication, CX Tooling, Fintech, AI, Automation, Onboarding, Implementation, Customer Engagement, Risk Management, Growth Strategies

Industry

Financial Services

Description

WHO WE ARE TIFIN builds AI-powered financial technology that personalizes and improves financial advice across consumers, advisors, workplaces, and institutions. Our modular platform embeds finance-tuned AI to deliver dynamic, tailored guidance at scale—without added complexity. Combining proprietary models, specialized data, and a fast-paced engineering culture, we create secure, compliant tools that power real outcomes. Other differentiators include: Speed: Our ability to stand up businesses at 2-4x the speed of typical fintech companies (building MVPs in 3 months and production-ready products in 6-12 months) Track Record: Previous exits include 55ip (acquired by J.P. Morgan) and Paralel Strategic Partners: Partners include J.P. Morgan, Franklin Templeton, Morningstar, Broadridge, Hamilton Lane, Motive Partners and SEI. World-Class Team: Complimentary financial services & technical expertise from Google, Microsoft, Uber, PayPal, eBay, Techstars, BlackRock, LPL, Franklin Templeton, Morgan Stanley, Broadridge and more. OUR VALUES: Go with your GUT Grow at the Edge. We are driven by personal growth fueled by a beginner’s mindset. We get out of our comfort zone and keep egos aside. With self-awareness and integrity we strive to be the best we can possibly be. No excuses. Understanding through Listening and Speaking the Truth. We communicate with authenticity, precision and integrity to create a shared understanding. We identify opportunities within constraints and propose solutions in service to the team. I Win for Teamwin. We believe in staying within our genius zones to succeed and taking accountability for driving results. We are all individual contributors first and always thinking about what can be better. ROLE OVERVIEW The Customer Success Manager (CSM) is responsible for managing and growing client relationships, driving product adoption, and ensuring successful implementations for our philanthropy-tech platform, Give. This role partners closely with the Director of Customer Success and cross-functional teams to deliver a high-quality customer experience, maintain high retention levels, and drive AUM expansion across existing clients. We’re looking for a self-starter with an unparalleled work ethic, who is coachable and has a passion for leveraging AI and automation to streamline workflows and improve outcomes. WHAT YOU'LL DO Own Customer Relationships: Manage a set of client accounts, serving as the primary point of contact throughout the customer lifecycle. Build trusted relationships and partner with clients to drive adoption and measurable growth. Drive Adoption, Retention & Expansion: Increase product usage and adoption by proactively engaging customers, identifying risks, and executing success plans. Support renewals and generate new AUM flows onto the Give platform in partnership with the Director of Customer Success, Sales, and CXO. Lead Onboarding & Implementation Delivery: Manage onboarding and implementation projects to ensure clients are successfully launched on time and within scope. Coordinate cross-functionally with product, engineering, and operations teams to ensure smooth execution and issue resolution. Improve Processes Through Automation: Identify opportunities to improve customer success workflows, eliminate inefficiencies, and create scalable processes. Leverage AI tools and automation to streamline repetitive tasks and enhance the overall customer experience. Be the Voice of the Customer: Partner closely with Product, Operations, and Marketing to represent customer needs and insights. Ensure customer feedback, pain points, and desired outcomes directly influence product roadmap decisions, positioning, and go-to-market strategy. WHAT YOU'LL BRING 3+ years of experience in Customer Success, Account Management, or a related role with experience in fintech, finance, or wealth management preferred Strong customer engagement, relationship-management, and project management skills Ability to collaborate cross-functionally and communicate clearly with both technical and non-technical stakeholders Previous experience utilizing CX tooling a plus, including platforms such as Intercom, HubSpot, Asana, Customer.io, or similar tools Ability to manage a book of customers using a blended approach that combines white-glove, human-first support with digitally scaled customer success programs Strong understanding of how to segment customers based on risk, health, and growth potential, and tailor engagement strategies accordingly COMPENSATION $70,000 – $80,000 In addition to cash compensation, a meaningful equity stake is a significant part of the overall package. Package also includes benefits program eligibility: Comprehensive health, dental and vision coverage, retirement benefits and flexible PTO. TIFIN is proud to be an equal opportunity workplace and values the multitude of talents and perspectives that a diverse workforce brings. All qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status. Please see more details on our privacy practices in our Privacy Notice here.

Responsibilities

The Customer Success Manager is responsible for managing client relationships, driving product adoption, and ensuring successful implementations for the Give platform. This role involves collaborating with cross-functional teams to enhance customer experience and retention.