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Remote Customer Success Lead: Finance & Portfolio

Remote / Online - Candidates ideally in
Syracuse, Onondaga County, New York, 13201, USA
Listing for: Talentify
Remote/Work from Home position
Listed on 2026-10-03
Job specializations:
  • Customer Service/HelpDesk
    Customer Success Management
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below

Talentify is seeking a Customer Success Specialist to manage a portfolio of about 150 clients with strong relationship-building and finance knowledge. You will drive client satisfaction, identify growth opportunities, and oversee bookkeeping tasks while coordinating with cross-functional teams.

Ideal candidates bring 2–5 years of customer success or client-management experience, excellent communication, proactive ownership, and a robust ability to manage a large portfolio in a fast-paced

This posting is for the Remote Customer Success Lead:
Finance & Portfolio role at Talentify, based in New York, NY, United States.

Learn more about the Remote Customer Success Lead:
Finance & Portfolio role in the description above.

We appreciate your interest in this position.

Join Talentify and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

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