Remote Customer Success Lead: Finance & Portfolio
White Plains, Westchester County, New York, 10601, USA
Listed on 2026-10-03
-
Customer Service/HelpDesk
Customer Success Management
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.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).