Remote Customer Success Lead: Finance & Portfolio
New York, New York County, New York, 10261, USA
Listed on 2026-10-11
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Customer Service/HelpDesk
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Finance & Banking
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
Our team is growing, and we are hiring a Remote Customer Success Lead:
Finance & Portfolio in New York, NY, United States.
Our group is growing, and we are hiring a Remote Customer Success Lead:
Finance & Portfolio in New York, NY, United States.
This role is for the Remote Customer Success Lead:
Finance & Portfolio role at Mindlance.
We are seeking a motivated Remote Customer Success Lead:
Finance & Portfolio to join Mindlance in New York, NY, United States.
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