FINNY
FinTech
CustomerSuccessManager
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Success Manager at FINNY. Skills: Customer Success, Client onboarding, Customer adoption. Serve as primary contact. Ensure customers achieve outcomes”
What You'll Achieve.
Achieve meaningful outcomes; Build repeatable systems; Deliver exceptional experience
Industry & Context.
Problem-solving; Troubleshoot campaigns
What They're Looking For.
Must Have
4+ years Customer Success experience, Experience onboarding customers, Experience supporting customers, Experience in fast-growing startup, Experience partnering with product teams, Experience influencing roadmap, Comfortable working with customers, Ability to build documentation, Ability to build training programs, Ability to build internal processes
Nice to Have
Experience in fintech, Experience in wealth management, Experience in marketing tech, Background in consulting, Background in finance, Background in operations, Familiarity with CRM tools, Familiarity with customer health scoring, Familiarity with customer engagement platforms
What You'll Do.
Serve as primary contact
Ensure customers achieve outcomes
Deliver structured onboarding
Run training sessions
Help customers build campaigns
Help customers build workflows
Guide customers in building rhythms
Refine customer messaging
Adopt multi-channel outreach
Run weekly office hours
Provide hands-on support
Troubleshoot campaigns
Help advisors work through examples
Surface customer insights
Identify friction points
Collaborate with product
Collaborate with design
Build repeatable processes
Create onboarding flows
Create adoption strategies
Create usage check-ins
Create expansion motions
Optimize onboarding flows
Optimize adoption strategies
Optimize usage check-ins
Optimize expansion motions
Track customer health
Manage customer health
Monitor campaign quality
Monitor retention indicators
Address risks proactively
Champion customer outcomes
Help advisors get results
Build reliable systems
How You'll Work.
Team & Collaboration
Cross-functional teams; Product teams; Design teams; Sales teams; Engineering teams
Communication Scope
Coach customers; Guide customers; Motivate customers; Facilitate office hours; Facilitate trainings; Facilitate workshops; Facilitate walkthroughs; Clear communication
Full Job Description
ABOUT FINNY FINNY is a growth https://urldefense.proofpoint.com/v2/url?u=https-3A__www.finnyai.com_&d=DwMF-g&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=Yqj8Syp_5Y7udI2mlL__fZ7sM3J7zTlAeCr-vEYsAyAdLuQhFIbnloVcWK9Cj1jJ&m=LOAYuKQoMCLDw3WFwYiDuFCQX67Yx8Su4c7s0eq50h4SGKNddfIuMxZX1yuvVXUR&s=kjyQMwoJAzWyMqf-YoHe_vvaNtqmOo1ani7MC2ZYxMg&e= platform for financial advisors. We are on a mission to make great financial advice easier to find. Today, access to quality financial guidance is limited, not because advisors don’t exist, but because the right connections are hard to make when it matters. We’re fixing that with AI-powered tools that help advisors find, engage, and retain the clients they can genuinely help. We've raised a $4.5M Seed from Y-Combinator in S24 and now $17M Series A led by Venrock. We work with over 1,000 firms across the wealth management ecosystem, and have been recognized as the leader in fintech innovation—winning #1 at the Morningstar Fintech Showcase, #1 at 2025 Wealthies, and being featured across the industry. We’re based in Chelsea, NYC, building fast and ambitious systems at the intersection of data, AI, and real-world wealth services. ABOUT THE TEAM The Customer Success team at FINNY owns key relationships, driving adoption, shaping customer experience, and building the playbooks that will scale our platform across thousands of advisors. As a member of FINNY’s CSM team, you’ll work cross-functionally with product, design, sales, and engineering to ensure advisors succeed on the platform. You’ll translate customer insights into product improvements, guide advisors in building repeatable prospecting systems, and help FINNY deliver an exceptional experience at scale. WHAT YOU'LL DO - Win customer relationships: Serve as the primary point of contact for advisors, ensuring they achieve meaningful outcomes on FINNY. - Lead onboarding and training. Deliver structured onboarding, run training sessions, and help customers build their first campaigns
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