Finley (the core product of Financial Wellness Labs) is the personal financial intelligence layer — an embeddable platform that gives any company the ability to offer their users a genuinely smart, proactive, personalized financial experience, under their brand, within their product. We combine proprietary ML and algorithmic models, a conversational AI interface, real-time data aggregation, and a benefits surfacing engine into a single platform that partners deploy as a white-label widget, API, or MCP server.

Customer Success Manager

Finley Intelligence · Full-Time · Sales & Customer Success

The Role

We are hiring a Customer Success Manager to lead the successful launch of Finley programs with our enterprise partners. This role owns the experience from signed partnership → program launch → continuous engagement and renewal, highly incentivized on employee engagement. You will guide employer partners through onboarding, coordinate cross-functional internal teams, and ensure new programs launch successfully and employees are onboarded swiftly. This role sits at the center of Finley’s direct to employer GTM model and requires someone who can drive execution across teams, influence stakeholders without formal authority, and establish the operational cadence that ensures successful implementations. The ideal candidate is both operator and relationship builder — someone who can manage complex launches while building trust with employer partners and internal teams.

What You'll Do

Day-to-Day

• Own end-to-end onboarding and implementation of Finley’s programs with employer partners from signed partnership through program launch and operational activation
• Develop and manage implementation plans, timelines, and milestones to ensure successful and timely program launches
• Serve as the internal quarterback for partner launches, coordinating cross-functional teams across Partnerships, Product, Engineering, Marketing, and Operations
• Develop a strong understanding of Finley’s platform, data models, program configurations, and operational workflows in order to guide implementation decisions and ensure partner needs align with platform capabilities.
• Drive cross-functional execution and accountability, ensuring internal stakeholders meet deadlines and resolving blockers that could impact launches
• Guide employer partners through onboarding and activation, delivering training, resources, and support to ensure successful program adoption
• Lead discovery conversations with partners to understand operational processes, data requirements, and program structures.
• Build strong relationships with employer stakeholders, helping identify internal champions and driving engagement with Finley’s programs
• Identify churn risks early and proactively implement solutions to prevent churn.
• Improve and scale implementation processes and playbooks to support Finley’s growing employer partner ecosystem

Who You Are

Required

• 3+ years of experience in Customer Success in B2B SaaS, HR technology, benefits, fintech
• Strong communication and presentation skills
• Ability to build executive-level relationships
• Highly organized with strong project management skills
• Comfortable managing multiple clients and priorities simultaneously
• Strong problem-solving mindset and customer-first attitude
• Curious, resourceful, and highly proactive - someone who thrives in ambiguity

Strongly Preferred

• Experience working with HR, Benefits, Payroll, Retirement, or Financial Services organizations
• Familiarity with customer success platforms like Zendesk and Hubspot
• Startup or high-growth company experience
• Experience at an early-stage company where you built process alongside closing deals

Compensation & Benefits

We're competitive on total comp for a Series Seed-stage company and structured around the reality that great employees expect meaningful upside from the growth they generate.

• Base salary: $95,000 - $115,000 depending on experience
• Variable / commission: 2% commission on renewals + incentive on successful onboarding
• Benefits: Medical, dental, vision
• Location: This role is based in our NJ office which is easily accessible from the NY Metro area; travel for key partner meetings and conferences as needed

To Apply

Send your resume and a short note on the most technically complex deal you've helped close. We don't need a cover letter — we want to know what made that deal hard and how you made it work.

[email protected]