The role
Alpaca's Customer Success Manager owns B2B partners from contract signature through renewal, supporting brokerage and crypto API customers worldwide. You'll work US Eastern hours from anywhere in the Americas.
What you'll do
- Act as primary contact for B2B and enterprise partners across the customer lifecycle
- Run onboarding, activation, expansion and renewal after signature
- Deliver QBRs and executive reports tying customer goals to platform outcomes
- Manage escalations and track account health and risk
- Work with Product, Sales and Operations to push partner needs into the roadmap
What they're looking for
Must-haves
- 4-6 years in a customer success role managing customer relationships
- Direct experience at a brokerage, broker-dealer, crypto exchange or trading platform
- Hands-on grasp of onboarding, account funding, trading workflows and compliance
- Comfortable working US Eastern hours remotely
- Working knowledge of SaaS and APIs
Nice to have
- Experience with brokerage-as-a-service, embedded investing or trading API platforms
- Familiarity with US clearing, custody, settlement and broker-dealer compliance
- Experience with API integrations or technical onboarding for trading apps
Skills and platforms
- Customer Success
- Brokerage Operations
- Crypto Exchange
- Trading Platforms
- SaaS
- APIs
- Relationship Management
- Account Management
- Financial Markets
- Compliance
- Technical Onboarding
- B2B
- Forecasting
- Strategic Planning
- Cross-functional Collaboration
Perks
- Competitive Salary
- Stock Options
- Health Benefits
- New Hire Home-Office Setup
- Monthly Stipend
The company
Alpaca
Financial Services
Alpaca is a US-headquartered, self-clearing broker-dealer and a global leader in brokerage infrastructure APIs providing access to stocks, ETFs, options, fixed income, and crypto.
Summarised by Jobs That Travel from Alpaca's listing.
