Customer Success Manager

Posted Yesterday
Remote
Mid level
Fintech • Information Technology
The Role
As a Customer Success Manager at Alpaca, you will ensure customer satisfaction and retention by managing customer relationships post-launch. You'll act as the primary contact for B2B customers, facilitate effective communication, drive feature adoption, and develop strategies for customer success, while identifying areas for improvement.
Summary Generated by Built In
Who We Are:

Alpaca is a fast-growing series B fintech company that’s raised over $120 million in funding.
Alpaca is an API-first stock and crypto platform that enables developers and businesses across the world to build trading algorithms, applications, and brokerage services.
Our globally distributed team consists of developers, traders, and brokerage specialists, and is backed by a group of prominent investors and highly experienced industry angel investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Eldridge, Positive Sum, Elefund, and Y Combinator.

And, of course, we are very enthusiastic about open source contributions as well as community building.

The Alpaca Team:

We have 150+ globally distributed (remote) team members who love to work from their favorite places in the world. We have team members based in the USA, Canada, Hungary, Japan, Brazil, Spain, Philippines, Nigeria, UK, and more! We love candidates who have a passion for making a global difference in financial services and technology, by impacting local communities and becoming a part of our hyper-growth company.

Your Role:

As a Customer Success Manager at Alpaca, you are the front line in our pursuit of enabling financial markets access for everyone on the planet. You’ll work with our partners (customers) from launch through renewal, ensuring they have a positive experience that leads to successful outcomes. Reporting to the VP of Sales and Success, this role supports Alpaca’s B2B offerings. You will help customers launch trading apps and open financial services to everyone on the planet.

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 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

Who You Are (Must-Haves):

  • 4-6 years experience in a customer success role, managing customer relationships
  • US Market Hours (EST)
  • 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

 Who You Might Be (Nice-to-Haves):  

  • FinTech experience is a plus, especially with broker-dealer business
  • Startup mindset for a fast-paced, high-growth environment
  • Experience working with international B2B enterprise clients 
  • Multi-lingual in English, Spanish and Portuguese
How We Take Care of You:
  • Competitive Salary & Stock Options
  • Benefits: Health benefits start on day 1. In the US this includes Medical, Dental, Vision. In Canada, this includes supplemental health care.  Internationally, this includes a stipend value to offset medical costs.   
  • New Hire Home-Office Setup: One-time USD $500
  • Monthly Stipend: USD $150 per month via a Brex Card
  • Work with awesome hard working people, super smart and cool clients and innovative partners from around the world

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

Recruitment Privacy Policy

The Company
San Mateo, CA
132 Employees
On-site Workplace
Year Founded: 2015

What We Do

Alpaca's mission is to unlock asset management for the people. We are a technology company that modularizes the world’s asset management activities. Alpaca’s products enable anyone to build and connect applications and algorithms to buy and sell stocks with zero commissions. We believe that everyone should have fair access to financial markets, regardless of who we are or where we are from. *Securities are offered through Alpaca Securities LLC (alpaca.markets)*

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