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Senior Customer Success Lead – Fintech WealthTech

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Frec
Full Time position
Listed on 2026-07-01
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Customer Success Mgr./ CSM, HelpDesk/Support
Salary/Wage Range or Industry Benchmark: 100000 - 135000 USD Yearly USD 100000.00 135000.00 YEAR
Job Description & How to Apply Below

Frec is looking for an early member of the Customer Success team based in San Francisco. You will manage customer relationships, ensuring clients feel supported and informed about direct indexing strategies.

The role requires strong communication skills, a customer ticketing tool experience, and the ability to thrive in a fast-paced environment. Salary ranges from $100,000 to $135,000 per year.

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Position Requirements
10+ Years work experience
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