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Customer Success Mgr./ CSM

Treasury Onboarding & Client Success Specialist

Job in McLean, Fairfax County, Virginia, USA
Listing for: Mindlance
Full Time position
Listed on 2026-02-06
Job specializations:
  • Business
    Customer Success Mgr./ CSM
  • Customer Service/HelpDesk
    Customer Success Mgr./ CSM
Job Description & How to Apply Below
A leading financial service company is seeking an SBB Onboarding Specialist located in McLean, Richmond, or NYC. This role demands operations expertise in Treasury Management to manage end-to-end product implementations and provide support to clients. The ideal candidate will work closely with sales teams and clients to enhance customer experience and retention, while coordinating with internal partners. Strong client support and training capabilities are essential for success in this position.
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