Alpaca
Financial Services
CustomerSuccessManager
Neural analysis suggests this role is
optimal for Mid candidates.
“Customer Success Manager at Alpaca. Skills: Customer Success, Relationship Management, Financial Services, SaaS. Act as primary point of contact. Own full partner lifecycle post-signature”
What You'll Achieve.
Ensuring they have a positive experience leading to successful outcomes; Helping partners launch and scale FCA-regulated investment, savings, and trading propositions; Ensure partners get the most out of Alpaca’s APIs and custody services; Monitor progress against key results; Build and grow their propositions; Deliver timely, accurate responses; Align partner goals to platform outcomes; Monitor progress towards shared goals
Industry & Context.
Based in the UK or EU, Able to work UK / GMT–CET business hours in a remote setup
What They're Looking For.
Must Have
3+ years of experience in a customer success, relationship management, or client services role at a financial services, fintech, or B2B SaaS company, Working knowledge of UK financial products (e.g. GIA, ISA, SIPP, equities, ETFs, FX, custody), Understanding of, and comfort with, key technology concepts such as SaaS and able to read API documentation and translate it into partner-friendly guidance, people skills and the ability to build and maintain relationships, internally and externally, across different stakeholders (engineering, commercial, compliance, executive), Excellent verbal and written comfortable writing minutes, status updates, and executive-ready summaries, Based in the UK or EU (or able to work UK / GMT–CET business hours in a remote setup), A high level of self-motivation, initiative, and able to self-manage time and obligations in a remote-first team, A dedicated interest in Alpaca's mission to enable financial services access to everyone on the planet, Team player who thrives on transparency and being relentlessly partner-first
Nice to Have
Direct experience at a UK broker-dealer, custodian, wealth platform, or embedded-investing provider, FCA-regulated environment experience, or familiarity with CASS, COBS, or SMCR, Exposure to both startups and larger institutions, Startup mindset for a fast-paced, high-growth environment, Experience working with international B2B clients, Proficiency with Microsoft Office / Google Workspace and modern collaboration tools (Slack, Jira, ticketing systems)
What You'll Do.
Act as primary point of contact
Own full partner lifecycle post-signature
Run regular partner meetings
Become deeply knowledgeable on Alpaca UK / EU APIs
Manage day-to-day partner queries
Write meeting minutes
Deliver QBRs and executive reviews
Work with partners to forecast growth
Drive adoption of new features
Identify and disseminate best practices
Review and continuously improve internal processes
How You'll Work.
Team & Collaboration
Work closely with Sales, Product, Operations, and our Broker-Dealer; Coordinating across internal teams (Engineering, Operations, Compliance, Broker-Dealer); Keep internal stakeholders informed on account status, health, and risk; Serve as a trusted advisor to partner leadership teams; Influence roadmap priorities; Support each other
Communication Scope
Excellent verbal and written; Writing minutes; Status updates; Executive-ready summaries
Process & Methodology
Track action points to closure
Full Job Description
Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series D funding round brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 380+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply. 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 UK and EU partners (customers) from contract signature through renewal, ensuring they have a positive experience leading to successful outcome
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