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Customer Success Advocate – SaaS Capital Planning
Job in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-07-31
Listing for:
Finario
Full Time
position Listed on 2026-07-31
Job specializations:
-
Customer Service/HelpDesk
CRM System, Customer Success Mgr./ CSM
Job Description & How to Apply Below
Finario, based in Stamford, CT, seeks a Customer Success Associate to build strong customer relationships, guide onboarding, and ensure effective use of our capital planning platform. You will handle inquiries, troubleshoot issues, monitor account health, and collaborate with teams to enhance the customer experience.
The role emphasizes gathering feedback, promoting adoption of new features, and supporting customer retention through accurate CRM records and best practices.
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