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
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.
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.
Moraph is an equal opportunity employer. We welcome applicants of every background and provide reasonable accommodations throughout the hiring process. Email careers@moraph.com if you need one.