Customer Success Manager

TIFIN(19 days ago)

HybridFull TimeSenior$70,000 - $80,000Customer Success

About this role

TIFIN is seeking a Customer Success Manager to manage client relationships, drive product adoption, and facilitate successful onboarding and implementation for its philanthropy-tech platform, Give. The role involves working closely with cross-functional teams to create a high-quality customer experience and support growth initiatives. It requires a passion for AI, automation, and client success in the fintech space.

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Required Skills

Customer Success
Account Management
Relationship Management
Project Management
Automation
AI
Fintech
Customer Engagement
Cross-functional Collaboration
Client Onboarding

About TIFIN

tifin.com

TIFIN is a fintech technology company that uses AI and investment-driven personalization to build engaging financial experiences. It works with banks, wealth managers, advisors and fintechs to tailor recommendations, client journeys and product matching using data science, behavioral segmentation and predictive models. TIFIN provides modular platforms and APIs that translate investment research and proprietary data into personalized marketing, advisory and portfolio solutions. Clients choose TIFIN for its combination of AI capability and deep finance expertise to drive engagement and better financial outcomes.

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