Customer Success Manager

4 weeks, 2 days ago
Full-time
Mid Level
Customer and Technical Support
Worth AI

Worth AI

Worth AI is a leading provider of business credit score and risk management solutions. Their AI-powered underwriting platform helps businesses accelerate credit approvals, predict portfolio credit risk, and eliminate unnecessary losses. With a focus on...

Internet Software & Services

Description

  • Support implementation and onboarding for newly acquired clients.
  • Provide hands-on training so clients can use AI-driven underwriting, risk assessment, and financial decisioning tools effectively.
  • Build and maintain strong client relationships as a trusted advisor.
  • Develop client success and growth plans that drive adoption and expansion.
  • Proactively assess client satisfaction and resolve issues tied to underwriting workflows, data integrations, or AI performance.
  • Serve as the primary point of contact for assigned accounts and manage escalations.
  • Maintain client data, internal reporting, and ticketing records in CRM and internal systems.
  • Partner with internal teams to ensure seamless service delivery and problem resolution.
  • Gather customer feedback and share it with product development to inform improvements.
  • Lead recurring client meetings such as weekly syncs, steering committees, QBRs, and onsite sessions.

Requirements

  • 3+ years of experience in customer success, account management, or a related field.
  • Experience in the software or technology industry is highly desirable.
  • 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.
  • Excellent communication and relationship-building skills.
  • Proven ability to manage multiple projects and clients effectively.
  • Strong analytical and problem-solving skills.
  • Ability to thrive in a fast-paced environment and adapt to changing priorities.

Benefits

  • Health Care Plan (Medical, Dental, and Vision).
  • 401(k) retirement plan.
  • Life insurance.
  • Unlimited paid time off.
  • 9 paid holidays.
  • Work from home.
  • Free food and snacks for employees in Orlando, FL.

Interested in this position?

Apply directly on the company website

Apply Now

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