About the role
The Client Success Manager supports business clients after funding by giving them a reliable contact for questions, updates, and next-step guidance. You will learn each client's business priorities, keep accurate relationship notes, and coordinate internally when an issue requires help from operations, underwriting, or a funding provider.
This role balances responsive service with thoughtful portfolio management. You will monitor engagement, follow up at appropriate points, explain renewal paths without promising approval, and raise concerns early. Success depends on empathy, organized follow-through, clear communication, and the judgment to match each conversation to the client's circumstances.
Responsibilities
- Build and maintain strong relationships with funded business clients
- Proactively reach out to clients to assess satisfaction and identify renewal opportunities
- Resolve client issues quickly and professionally
- Educate clients on available funding products and renewal options
- Track client portfolio health and report key metrics to leadership
Requirements
- 2+ years of experience in account management, client success, or customer service
- Strong interpersonal skills and empathy
- Ability to identify upsell and renewal opportunities
- Experience in financial services or fintech preferred
- Bilingual (English/Spanish) a strong plus
What success looks like
- Keep accurate, timely CRM notes so colleagues understand each client's history, open questions, and next action
- Respond to service needs with clear ownership, realistic timelines, and consistent follow-through
- Identify renewal interest through helpful check-ins while explaining that provider review and approval still apply
- Use portfolio patterns and client feedback to surface service improvements and potential risks to leadership