About TIFIN
Empowering personalized investment experiences with AI
Key Highlights
- Headquartered in downtown Boulder, CO
- $237.7 million raised in Series D funding
- 201-500 employees focused on fintech and AI
- Offers 12 weeks paid maternity and 4 weeks paid paternity leave
TIFIN is a fintech company headquartered in downtown Boulder, CO, focused on enhancing wealth outcomes through personalized investment experiences. Utilizing data science and AI, TIFIN's platform provides investment management tools to asset managers, enabling them to meet the growing demand for tai...
🎁 Benefits
TIFIN offers a comprehensive benefits package including 12 weeks of paid maternity leave and 4 weeks of paid paternity leave, a flexible PTO policy, a...
🌟 Culture
TIFIN fosters a culture centered on innovation and personalized financial experiences, leveraging data analytics and AI to meet investor needs. The co...
Overview
TIFIN is hiring a Customer Success Manager to enhance client relationships and ensure satisfaction with their AI-powered financial technology. This role requires strong communication skills and a focus on client engagement.
Job Description
Who you are
You have a proven track record in customer success or account management, ideally within the financial technology sector. Your ability to build strong relationships with clients is complemented by your understanding of financial products and services. You thrive in a collaborative environment and are driven by a desire to help clients achieve their goals. You possess excellent communication skills, allowing you to articulate complex concepts clearly and effectively. You are adaptable and can navigate the challenges that come with a fast-paced industry. You are committed to continuous learning and personal growth, always seeking to improve your skills and knowledge.
What you'll do
As a Customer Success Manager at TIFIN, you will be responsible for onboarding new clients and ensuring they derive maximum value from our AI-powered financial technology. You will work closely with clients to understand their needs and provide tailored solutions that enhance their experience. You will monitor client satisfaction and proactively address any issues that arise, ensuring a high level of service. You will collaborate with cross-functional teams, including product and engineering, to relay client feedback and contribute to product improvements. Your role will involve conducting regular check-ins with clients to assess their progress and identify opportunities for further engagement. You will also be responsible for developing training materials and resources to help clients effectively utilize our platform.
What we offer
At TIFIN, we offer a dynamic work environment where innovation is encouraged. You will have the opportunity to work with a world-class team and contribute to cutting-edge financial technology solutions. We value diversity and inclusion, and we are committed to creating a workplace that reflects the communities we serve. Our benefits package includes competitive compensation, professional development opportunities, and a supportive culture that fosters growth and collaboration.
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