Customer Success Associate

About us @Symphony

We’ve spent the last 10 years building a communication and markets technology company, powered by interconnected platforms: messaging, voice, directory and analytics. Over 1000 institutions use our modular technology built for global finance. Security is in our DNA with uncompromising data protection, end-to-end encryption and resilient architecture, all created on a foundation of trust with our customers .

But that was only chapter one. We’re now building on our purpose-built network, expanding AI-powered, real-time collaboration, redefining flexibility with fully cloud-native software with our trader voice product, and rethinking the industry’s approach to identity verification, connection and intelligence. .

The opportunity and our ambition are huge. But we need passionate, dedicated individuals to get there. At Symphony we work hard and fast. Our unique blend of technology and financial services makes it an environment you won't get elsewhere.

Role Description

The Customer Success Specialist supports customers post-sale by helping drive adoption and effective use of Symphony's platform. Working closely with the Account Management, Sales, and Customer Success teams, this role focuses on customer onboarding, engagement activities, and day-to-day support that enables customers to realise value from Symphony.

The Specialist has a solid understanding of customer workflows, an interest in financial services, and growing knowledge of how Symphony is used across firms. They help deliver product demonstrations, support common use cases, and guide customers toward best practices. The Specialist collaborates across internal teams and ensures customer interactions run smoothly and efficiently.

Responsibilities:

• Support the Account Management and Customer Success teams in onboarding and re-engagement activities to drive customer adoption and usage

• Assist customers with deployment plans and coordination of engagement initiatives to ensure timely and smooth execution

• Deliver standard product demonstrations and training sessions to help customers understand Symphony functionality and common best practices

• Partner with Marketing and Product teams to maintain and update customer-facing resources (collateral, training materials, documentation)

• Track engagement activities and adoption metrics; provide feedback and insights to help improve customer programs and internal processes

• Work cross-functionally to support issue resolution and ensure a consistent, high-quality customer experience

• Build subject-matter expertise in Symphony’s platform and the industry to better support customer needs

Required Qualifications:

• 1+ years of experience in Customer Success, Account Management, Support, or related client-facing roles in SaaS or technology

• Highly organized and able to manage multiple customer activities simultaneously

• Strong communication and presentation skills

• Comfortable learning new technologies and supporting customers in a technical product environment

• Enjoys a fast-paced environment and working directly with customers

Preferred Qualifications:

• Experience in financial services, FinTech, or enterprise SaaS

• Exposure to project coordination or customer onboarding

• Familiarity with enterprise communication or collaboration tools

• Proficiency in Spanish or Portuguese is a plus

Compensation:

• Salary range: $80,000 - 84,000/year

• Bonus Plan

• Benefits and Perks vary based on location.

Benefits and Perks:

• Regional specific competitive benefits

• Build your own Benefits (BYOB) perk

• Many other fun and exciting benefits and activities!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.