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At Arta Finance, we are product builders, machine learning researchers, finance professionals and business leaders determined to create a better way to manage our financial lives. The future of finance is technology—relentlessly user-focused, elegant, bordering-on-magical technology. We are driven by the opportunity to apply deep tech to help people enjoy more successful financial lives. And we believe we can have fun doing it.
If you’re someone who has wondered whether your money is working as hard as you are, or if you’ve ever thought that there must be a better way to set and work toward your goals, we want to hear from you.
We are looking for a seasoned Customer Success team member to help continue building the function at Arta Finance. You’ll be developing customer relationships, working with product, eng, marketing, and design colleagues to increase the value we deliver to customers, improving our business scalability, and playing an important role in our customer operations.
As a company, we’ll win when our customers win. You will play a role in making that happen. The ideal candidate will have at least 2 years interacting directly with customers at a financial services firm, excellent communication skills, and a track record of removing barriers to customer adoption. You are driven, curious, and deeply passionate about ensuring our customers are successful with Arta Finance.
Contributing meaningfully to the long-term success of the customer portfolio, finding efficient and creative ways to manage customers and deliver positive impact.
Monitoring and maintaining account health for Arta Members, proactively identifying opportunities to increase customer retention, satisfaction, and overall value from our services.
Serving as the primary point of contact for Arta Members, guiding them through our suite of offerings, from public and private market investments to personalized financial planning services.
Facilitating connections between members and Arta's network of experts in insurance, taxes, estate planning, and investment advisory, ensuring a seamless and enriching experience.
Working closely with internal teams—including Operations, Support, and Product—to provide feedback and insights from members, helping shape and refine our offerings to meet their evolving needs.
Assisting members in accessing services within our Family Office network, from initial inquiry and requirement gathering to completing and submitting necessary documentation on their behalf.
Contributing to the continuous improvement of internal systems and tools used for managing member interactions and communications.
Developing and maintaining trusting relationships with members, becoming a key driver in their long-term success and satisfaction with Arta Finance.
You have 2 years of experience interacting directly with customers at a financial services firm
You have repeatedly built successful relationships with customers throughout your career
You operate effectively in a highly dynamic and fast-paced environment
You have experience in the fraud and AML environment
You have exceptional organizational, operational and analytical skills
Communication is one of your most salient strengths. You are proactive, clear, and compelling in your written and oral communication
You are passionate and enthusiastic about helping people!
A genuine interest in personal finance, investing, and technology, coupled with a desire to continuously learn and grow within a dynamic and innovative environment.
A collaborative spirit, ready to work closely with team members across the organization to achieve shared goals and drive growth.
You are located in the Bay area, and you can work from the Mountain View office 2-3 times a week
Training and internal education in finance, investment and trading
We have a robust health insurance offering for you and your family
High deductible health plan available with health savings account contribution
Complimentary One Medical membership for individuals and dependents
20 weeks of parental leave
15 days PTO annually plus national and company holidays
Arta's Compensation Philosophy
We determine your level based on factors including your interview performance, job-related skills, experience, and relevant education or training. Our offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York). If you are presented with an offer, we will review the base salary, benefits, number of options, notional option value and strike price. We would like to know if you accept our offer within 7 days.
Please keep in mind that the equity portion of your offer is not included in these numbers and represents a significant part of your total compensation.
IC I: $110,000-$180,000
IC II: $160,000-$230,000
IC III: $180,000-$300,000
Full Time
$103k-136k (estimate)
03/28/2024
05/27/2024
The following is the career advancement route for Customer Success Manager positions, which can be used as a reference in future career path planning. As a Customer Success Manager, it can be promoted into senior positions as a Customer Success Director that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Success Manager. You can explore the career advancement for a Customer Success Manager below and select your interested title to get hiring information.
If you are interested in becoming a Customer Success Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Customer Success Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Customer Success Manager job description and responsibilities
Having a customer success manager overseeing the onboarding process helps with retention.
01/03/2022: Pueblo, CO
Customer success managers should have strong organization and presentation skills, but those things can be taught.
12/19/2021: Modesto, CA
They monitor their customers’ happiness closely so that they are able to offer solutions before problems occur.
02/13/2022: Everett, WA
Take time to understand what each customer needs and help customers take the shortest route possible.
01/23/2022: San Jose, CA
The customer success manager characterizes himself with being organized, presentable and acquiring technical skills.
01/07/2022: Minneapolis, MN
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Customer Success Manager jobs
Customer success managers are both salespeople and support professionals.
12/15/2021: Las Cruces, NM
During the operational stage (also known as “Business as usual), Customer Success Managers often provide technical know-how, expertise, and training to customers with the goal making them successful and keeping them satisfied with the business’s products
01/02/2022: Longview, TX
A good Customer Success Manager must have a thirst for knowledge, the ability to learn quickly and easily grasp new software applications.
02/21/2022: Pueblo, CO
Maintain a detailed understanding of products and services, assist customers with questions and suggest the best products for their needs.
12/22/2021: Temple, TX
Customer Success Managers must be strong, natural advocates.
02/15/2022: Clearwater, FL
Step 3: View the best colleges and universities for Customer Success Manager.