Remote Customer Success Lead: Finance & Portfolio
New York, New York County, New York, 10261, USA
Listed on 2026-10-06
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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
The following role is for a Remote Customer Success Lead:
Finance & Portfolio with Talentify.
Consider building your career as a Remote Customer Success Lead:
Finance & Portfolio at Talentify.
The Remote Customer Success Lead:
Finance & Portfolio position in the Sales field is open for applications.
We have an opening for a Remote Customer Success Lead:
Finance & Portfolio in New York, NY, United States within Sales.
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