Customer Success Manager, Financial Services

About the role

Run quarterly business reviews that work like mock audits. You will look after a portfolio of credit unions and regional banks, track their compliance health and make sure they are ready before the examiners arrive.

What you’ll do

• Own relationships with a portfolio of credit union and community bank clients
• Run "Audit Readiness" QBRs built on usage data and compliance scorecards
• Spot adoption drops that signal a return to spreadsheets and intervene early
• Coordinate escalations with support and engineering, and track them to resolution
• Identify expansion opportunities into managed identity, archiving and security services

What you’ll bring

• 4+ years in customer success, account management or audit roles in banking
• Comfortable discussing CECL, ALLL, GLBA and exam findings with Chief Risk Officers
• Organised, data-literate and calm under pressure

Nice to have

• Former bank auditor, examiner or loan officer

Location and working arrangement

This role is hybrid, based in our New York office. You’ll need to be able to work from New York on a regular basis, and your team agrees its own rhythm for being together.

The application asks whether you are authorized to work in the United States or will need visa sponsorship. Sponsorship depends on the role and the country; your recruiter will be clear about what is possible before you invest time in interviews.

Compensation

$160,000 – $185,000 per year

Where you land in the range depends on your experience and skills, not on how well you negotiate. Any offer we make is within this range.

How to apply

1. ApplyAbout five minutes. You get a private link to track your application.
2. Recruiter reviewA recruiter reads every application, usually within five business days.
3. Recruiter screenA 30-minute call about your experience and what you are looking for.
4. InterviewsUsually two to three conversations with the team, including a practical exercise relevant to the role.
5. OfferPay is always within the range on the listing. We check references before you start.

You’ll need your résumé (PDF, Word (.doc or .docx), RTF or plain text, up to 5 MB) or a link to your LinkedIn profile or online résumé. Applying takes about five minutes, and you can create a candidate account to save your progress and follow every application in one place. How we hire explains each step.

Apply now

Working at Moraph

We build and operate software for credit unions, hospitals and government agencies, where a failure means a regulatory breach or a patient-safety incident. We work as one team across New York, London, Sydney, Buenos Aires, Yerevan, Mumbai, Manila and more, on the same tools and to the same standards. Everyone gets the same high-spec laptop, software and security tooling, whichever office they work from.

Equal opportunity and accommodations

Moraph is an equal opportunity employer. We welcome applicants of every background and provide reasonable accommodations throughout the hiring process. Tell us in your application, or email careers@moraph.com. How to ask for an accommodation.