Extractable

Extractable is a digital strategy, design, and data analytics consultancy focused on the future of financial services.

Customer Success Specialist

Customer Success ManagerCustomer SuccessFull TimeRemoteJuniorTeam 11-50Since 1999H1B No SponsorCompany SiteLinkedIn

Location

California

Posted

3 days ago

Salary

$60K - $80K / year

Seniority

Junior

Bachelor Degree1 yr expExperience acceptedEnglish

Job Description

• Serve as primary contact for client product questions and issues • Troubleshoot platform issues and coordinate with development for resolution • Diagnose scenario performance problems and recommend fixes • Document and escalate bugs or feature requests to the product team • Maintain knowledge base of common issues and solutions • Manage personalization scenarios across all Finalytics clients daily • Configure, launch, and monitor campaigns within the platform • QA scenarios before launch to ensure targeting, content, and tracking are correct • Analyze scenario performance and recommend optimizations • Identify underperforming campaigns and propose improvements • Maintain scenario documentation and client-specific configurations • Guide new clients through post-kickoff onboarding process • Train client teams on the Finalytics platform • Coordinate data integration setup with client IT teams • Work directly with clients to understand goals and customize configurations • Conduct refresher training sessions as client teams evolve • Create and maintain client-facing training materials • Train new team members on the Finalytics platform and processes • Create and maintain internal documentation and playbooks • Serve as platform expert for internal teams • Identify process improvements and help implement them

Job Requirements

  • 1-3 years in client-facing roles: product support, customer success, implementation, or campaign management
  • Strong troubleshooting skills
  • Excellent communication skills
  • Highly organized with strong attention to detail
  • Comfortable learning and navigating technical platforms quickly
  • Analytical mindset
  • Patient and helpful when training clients or resolving issues
  • Experience with marketing automation, CMS, or personalization tools a plus
  • Self-motivated and able to manage multiple clients and priorities independently
  • Experience in financial services or credit unions is a plus but not required
  • Bachelor's degree or equivalent experience

Benefits

  • Competitive salary ($60,000 - $80,000 based on experience)
  • Remote-first culture
  • Opportunity to grow with a scaling fintech company
  • Direct impact on client success and company growth
  • Collaborative, low-ego team environment

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