Customer Success Specialist
FinallyBoca Raton, Florida, United States
Posted January 15, 2026
Full Time
About the Company
Finally is one of America’s fastest-growing and most exciting fintech companies, focused on being the premier financial automation platform for SMBs.
Job Description
Finally is a fintech company that provides a financial automation platform for small to medium-sized businesses. As a Customer Success Specialist, you will be the primary advocate for our customers, ensuring they feel supported, empowered, and successful. Your role will involve owning a portfolio of customers, driving card activation and spend growth, and acting as a trusted advisor to resolve inquiries and drive product adoption.
Requirements
- 1-3 years in Customer Success, Account Management, or Sales
- Consultative Communicator
- Analytical Thinker
- Tech-Forward
- Problem Solver
- Detail-Oriented
Benefits
- Health insurance
- Dental insurance
- Employee stock purchase plan
- Paid time off
- Vision insurance
