Who We Are:
Alpaca is a US California headquartered brokerage infrastructure technology company and self-clearing broker-dealer, delivering execution and custody solutions for Stocks, ETFs, Options, Cryptocurrencies, and more, and has raised over $170 million in funding. Amongst our subsidiaries, Alpaca is a licensed financial services company in multiple countries, and we serve hundreds of financial institutions globally such as broker-dealers, investment advisors, hedge funds, and crypto exchanges.
Alpaca’s globally distributed team members bring in diverse experiences such as engineers, traders, and brokerage professionals to achieve our Mission of opening financial services to everyone on the planet. We are also deeply committed to open-source contributions and fostering a vibrant community. We will continue to enhance and improve our award-winning developer-friendly API and the infrastructure behind it.
Our Team Members:
We’re a team of 150+ globally distributed members who love working from our favorite places worldwide. Our team spans the USA, Canada, Japan, Hungary, Nigeria, Brazil, the United Kingdom, and more!
We’re looking for candidates eager to join Alpaca’s growing organization, who are excited about our Mission of “Open financial services to everyone on the planet and share our Values of “Stay Curious,” “Have Empathy,” and “Be Accountable.”
Your Role:
As a Customer Success Manager at Alpaca, you are the front line in our pursuit of enabling financial markets access for everyone on the planet. You’ll work with our partners (customers) from launch through renewal, ensuring they have a positive experience that leads to successful outcomes. Reporting to the VP of Sales and Success, this role supports Alpaca’s B2B offerings. You will help customers launch trading apps and open financial services to everyone on the planet.
Things You Get To Do:
- Act as primary contact for B2B/enterprise customers, accountable for driving healthy and constant relationships with key contacts throughout the customer lifecycle - from app launch to renewal.
- Ensure customer satisfaction, retention, and success.
- Manage escalations, internally and externally, with a focus on customer empathy.
- Maintain regular contact with customers to understand their business priorities, monitor their progress to achieving key results, and constantly identify and mitigate risk (relationship, commercial, etc.)
- Work with partners to accurately forecast growth and to identify and monitor progress towards shared goals
- Drive adoption of Alpaca features (new and existing) among our Live Partners
- Identify and disseminate best practices and pitfalls
- Represent the partner internally to ensure Alpaca across multiple groups (marketing, product, operations, etc.)
- Maintain positive relationships, internally and externally, to drive overall success and overcome obstacles
- Provide internal communication and reporting on account status, health, and risk.
- Develop a success strategy for ensuring customer success
- Identify areas and consider solutions for improvement/optimization within Alpaca
- Ad-hoc duties and responsibilities as assigned
Who You Are (Must-Haves):
- 4-6 years experience in a customer success role, managing customer relationships
- US Market Hours (EST)
- Understanding of and experience with key technology concepts, such as SaaS and APIs
- Exposure to, or employment with, large and small companies
- A dedicated interest in Alpaca's mission to enable financial services access to everyone on the planet
- Ability to work remotely and independently and to self-manage time and obligations
- Flexibility to jump in where/when needed to help drive Alpaca's growth
- Desire to learn
- Ability to manage customer relationships across various-sized companies
Who You Might Be (Nice-to-Haves):
- FinTech experience is a plus, especially with broker-dealer business
- Startup mindset for a fast-paced, high-growth environment
- Experience working with international B2B enterprise clients
- Multi-lingual in English, Spanish and Portuguese
- Competitive Salary & Stock Options
- Benefits: Health benefits start on day 1. In the US this includes Medical, Dental, Vision. In Canada, this includes supplemental health care. Internationally, this includes a stipend value to offset medical costs.
- New Hire Home-Office Setup: One-time USD $500
- Monthly Stipend: USD $150 per month via a Brex Card
- Work with awesome hard working people, super smart and cool clients and innovative partners from around the world
Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.
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What We Do
Alpaca's mission is to unlock asset management for the people. We are a technology company that modularizes the world’s asset management activities. Alpaca’s products enable anyone to build and connect applications and algorithms to buy and sell stocks with zero commissions. We believe that everyone should have fair access to financial markets, regardless of who we are or where we are from. *Securities are offered through Alpaca Securities LLC (alpaca.markets)*
