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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing customer relationships within the financial technology sector, particularly in brokerage and trading operations. Proven ability to drive customer success, optimize onboarding processes, and collaborate effectively with cross-functional teams.
Highest-signal resume keywords
Customer Success ManagementBrokerage OperationsAPI IntegrationsFinTech ExperienceB2B Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer OnboardingAccount FundingTrading WorkflowsCompliance ChallengesSaaS UnderstandingBroker-Dealer ComplianceTrading API PlatformsInstitutional Trading ManagementRisk MitigationGrowth Forecasting
Soft Skills
Customer Relationship ManagementCommunicationProblem SolvingFlexibilitySelf-Management
Industry Keywords
B2BCrypto ExchangeTrading PlatformFinancial MarketsUS Securities BrokerageEmbedded InvestingBrokerage-as-a-ServiceInternational B2B ClientsStrategic Fintech PartnershipsAlpaca Features Adoption
About the role
Key responsibilities & impact- Act as the primary contact for B2B/enterprise customers throughout the customer lifecycle
- Ensure customer satisfaction, retention, and success
- Manage internal and external escalations
- Maintain customer contact, monitor progress toward key results, and identify and mitigate risks
- Forecast growth and monitor shared goals with partners
- Drive adoption of Alpaca features among live partners
- Identify and disseminate best practices and pitfalls
- Represent partners internally across Marketing, Product, and Operations
- Provide internal communication and reporting on account status, health, and risk
- Develop customer success strategies
- Identify improvement and optimization opportunities within Alpaca
- Deliver QBRs and executive reports
- Serve as a trusted advisor to customer leadership teams
- Own onboarding, activation, expansion, and renewal post-signature
- Collaborate with Product, Sales, and the Broker-Dealer to champion partner needs and influence roadmap priorities
- Perform ad-hoc duties as assigned
Requirements
What you’ll need- 4–6 years of experience in a customer success role managing customer relationships
- Direct professional experience working at a brokerage, broker-dealer, crypto exchange, or trading platform
- Hands-on understanding of brokerage or crypto trading operations, including customer onboarding, account funding, trading workflows, and operational or compliance challenges in financial markets
- Comfortable working US hours (ET) in a remote setup
- Understanding of SaaS and APIs
- FinTech experience, especially within the broker-dealer business
- Experience working with both large and small companies
- Dedicated interest in Alpaca's mission
- Ability to work remotely and independently and self-manage time and obligations
- Flexibility to help drive Alpaca's growth
- Ability to manage customer relationships across companies of various sizes
- Experience supporting B2B brokerage-as-a-service, embedded investing, or trading API platforms
- Familiarity with US securities brokerage infrastructure, including clearing, custody, settlement, and broker-dealer compliance
- Experience supporting API integrations or technical onboarding for trading applications
- Experience working with international B2B clients or fintech partners across multiple markets
- Experience managing institutional trading customers or strategic fintech partnerships
Benefits
Comp & perks- Competitive Salary & Stock Options
- Health Benefits
- New Hire Home-Office Setup: One-time USD $500
- Monthly Stipend: USD $150 per month via a Brex Card