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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client onboarding, relationship management, and customer success strategies within the FinTech and underwriting sectors. Proficient in leveraging AI technologies and CRM platforms to enhance client satisfaction and drive business growth.
Highest-signal resume keywords
Customer Success ManagementClient OnboardingAI Technologies in FinTechCRM ProficiencyUnderwriting Principles
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 SuccessAccount ManagementAnalytical SkillsProblem-SolvingUnderwriting PrinciplesCredit RiskLending WorkflowsFinancial Data ModelsAI ApplicationsProcess Improvement
Soft Skills
Communication SkillsRelationship BuildingProject ManagementAdaptabilityCollaboration
Tools & Technologies
CRM PlatformsMondayHubSpotTicketing SystemsLinear
Industry Keywords
FinTechCredit IndustryRisk ManagementCustomer Success MetricsData Integration
About the role
Key responsibilities & impact- Assist and support implementation for newly acquired clients
- Onboard clients and provide hands-on training on AI-driven underwriting, risk assessment, and financial decision-making solutions
- Build and nurture client relationships as a trusted advisor
- Develop client success and growth plans
- Proactively assess satisfaction, identify underwriting or financial workflow challenges, and recommend solutions
- Serve as the primary point of contact for underwriting workflows, data integrations, and AI performance issues
- Maintain client demographic, portfolio, and underwriting data in CRM and internal systems
- Collaborate with internal teams on service delivery and problem resolution
- Gather and relay post-implementation customer feedback to product development
- Advocate for customer-centric improvements across FinTech and underwriting use cases
- Monitor customer success metrics and develop improvement strategies
- Own and grow an assigned book of business and key accounts
- Initiate client contact, identify needs, and sell appropriate products
- Maintain internal reporting, organization, and ticketing systems
- Identify trends across the book of business with Customer Success leaders
- Identify and execute process improvements
- Lead weekly client syncs, steering committees, QBRs, and onsite sessions as needed
- Perform other duties as assigned
Requirements
What you’ll need- 3+ years of experience in customer success, account management, or a related field
- Excellent communication and relationship-building skills
- Proven ability to manage multiple projects and clients effectively
- Strong analytical and problem-solving skills
- Experience in the software or technology industry is highly desirable
- Ability to thrive in a fast-paced environment and adapt to changing priorities
- Experience in FinTech, credit and risk industries
- Working understanding of underwriting principles, credit risk, lending workflows, and financial data models
- Strong knowledge of AI technologies and their applications in financial technology, underwriting, credit decisioning, and risk management
- Proficiency with CRM platforms such as Monday and HubSpot, ticketing systems such as Linear, and customer success tools
- Proven ability to independently own onboarding, escalations, and executive relationships without heavy ramp time
- Up to 25% travel, including 2 offsite corporate events per year in Orlando, Florida
- For candidates local to metro Orlando, Florida area, this role is Hybrid 3 days/week in the Winter Park, Florida office
Benefits
Comp & perks- Health Care Plan (Medical, Dental & Vision)
- 401 (k)
- Life Insurance
- Unlimited Paid Time Off
- 9 paid Holidays
- Work From Home
- Free Food & Snacks (for those in Orlando, FL)