More jobs:
Director of Client Success
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-03-03
Listing for:
Micronotes.ai
Full Time
position Listed on 2026-03-03
Job specializations:
-
Sales
Client Relationship Manager
Job Description & How to Apply Below
Director of Client Success (Fintech | Credit Unions | Remote)
Micronotes.ai helps financial institutions grow loans and account holders using AI-driven marketing intelligence. Our Automated Prescreen platform identifies exactly when account holders and prospects need financial products — and delivers compliant, personalized offers.
We need a client leader to own success for this product line.
Responsibilities- Lead client relationships with marketing & lending executives
- Manage implementations and campaign production workflows
- Coordinate internal teams and client stakeholders
- Present results and strategy
- Identify upsell and expansion opportunities
- ✔Client success / account management in fintech or banking
- ✔Strong project management skills
- ✔Comfortable with AI tools + , Jira, Confluence, Excel
- ✔Organized, consultative communicator
Compensation: $115K + bonus + equity
Location:
Boston, MA (Hybrid preferred; remote considered)
If you enjoy being the trusted advisor — not just the vendor — this is a high-impact role inside a growing fintech.
Apply at
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