Client Success Manager
About SpiralImagine a world where every financial transaction you make positively impacts your life, your community, and the world. What would it be like if everyone had the opportunity to save for their dreams, reduce their debt, and make an impact every day?
Headquartered in New York City, Spiral is the award-winning fintech platform that enables banks and credit unions to grow deposits and retention through banking experiences people love. With Spiral, financial institutions can empower their account holders to build savings, achieve financial freedom, and support their communities through any online bank account, debit card, or credit card.
Spiral has helped families and local communities nationwide save millions. Recognized as a Top 50 Fintech company, Spiral makes it simple for financial institutions to drive local impact and empower millions of people to build better lives.
As we forge ahead, we are seeking for an early-career Client Success Manager who is excited to learn, build relationships, and grow into owning a portfolio of clients. Youâll work directly with our Director of Client Success and gradually take ownership of a group of bank and credit union partners. Youâll help lead client calls, share performance insights, answer questions, and support clients in getting the most out of Spiral.
We are a fully remote company with a purpose-driven culture, strong collaboration, healthy work-life balance, generous time off, and a focus on personal growth. Spiral is led by a serial fintech entrepreneur and a seasoned leadership team and has raised $44 million in total funding to date.
Summary
Weâre looking for a Client Success Manager who is excited to learn, build relationships, and grow into owning a portfolio of clients.In this role, youâll work closely with our Director of Client Success and gradually take ownership of a group of bank and credit union partners. Youâll serve as a key point of contact, helping clients understand how to use Spiralâs platform to drive real outcomesâfrom increasing customer engagement to growing deposits and strengthening their connection to their communities.Youâll be involved in everything from leading client calls and sharing performance insights to answering questions and solving problems. Over time, youâll learn how to translate data into meaningful recommendations, guide clients toward best practices, and support both retention and growth across your portfolio.This is a hands-on, high-growth role within a collaborative and mission-driven team. As you build your skills and confidence, youâll take on more ownership and play a direct role in helping our clients succeed while contributing to Spiralâs continued growth.
What You'll do:
Build Client Relationships
Support and own relationships with a portfolio of clientsJoin and lead client callsHelp clients feel confident using Spiral, and supported in their day-to-day needs
Support Client Performance
Help track and share client performance (adoption, engagement, etc.)Assist in preparing reports and insights for client meetingsLearn how to identify opportunities to improve client results
Manage Requests & Support
Respond to client questions and requests in a timely, thoughtful wayWork with internal teams (product, engineering, implementation) to resolve issuesKeep track of open items and follow through to completion
Retain and Expand Existing Client Relationships
Support client renewal conversations by helping demonstrate the value of SpiralAssist in identifying opportunities to expand product usage within existing clientsPartner with leadership on upsell opportunities and client growth strategiesLearn how to position product value in client conversations
Requirements:
1â3 years of experience in client-facing, customer support, account management, or similar rolesStrong communication skills and comfort speaking with clientsOrganized and able to manage multiple tasks and prioritiesCurious, proactive, and eager to learnInterest in fintech, SaaS, or working with banks/credit unions is a plus
Some of Your Benefits
Competitive salary with bonus and equityFully paid (99%) PPO medical, dental, and vision plans for you, spouse/partner, and childrenShort-term and long-term disabilityPaid time off allowing 20 days leave + two floating holidays401(k) planRemote office benefits
Spiral is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Apply Now
Headquartered in New York City, Spiral is the award-winning fintech platform that enables banks and credit unions to grow deposits and retention through banking experiences people love. With Spiral, financial institutions can empower their account holders to build savings, achieve financial freedom, and support their communities through any online bank account, debit card, or credit card.
Spiral has helped families and local communities nationwide save millions. Recognized as a Top 50 Fintech company, Spiral makes it simple for financial institutions to drive local impact and empower millions of people to build better lives.
As we forge ahead, we are seeking for an early-career Client Success Manager who is excited to learn, build relationships, and grow into owning a portfolio of clients. Youâll work directly with our Director of Client Success and gradually take ownership of a group of bank and credit union partners. Youâll help lead client calls, share performance insights, answer questions, and support clients in getting the most out of Spiral.
We are a fully remote company with a purpose-driven culture, strong collaboration, healthy work-life balance, generous time off, and a focus on personal growth. Spiral is led by a serial fintech entrepreneur and a seasoned leadership team and has raised $44 million in total funding to date.
Summary
Weâre looking for a Client Success Manager who is excited to learn, build relationships, and grow into owning a portfolio of clients.In this role, youâll work closely with our Director of Client Success and gradually take ownership of a group of bank and credit union partners. Youâll serve as a key point of contact, helping clients understand how to use Spiralâs platform to drive real outcomesâfrom increasing customer engagement to growing deposits and strengthening their connection to their communities.Youâll be involved in everything from leading client calls and sharing performance insights to answering questions and solving problems. Over time, youâll learn how to translate data into meaningful recommendations, guide clients toward best practices, and support both retention and growth across your portfolio.This is a hands-on, high-growth role within a collaborative and mission-driven team. As you build your skills and confidence, youâll take on more ownership and play a direct role in helping our clients succeed while contributing to Spiralâs continued growth.
What You'll do:
Build Client Relationships
Support and own relationships with a portfolio of clientsJoin and lead client callsHelp clients feel confident using Spiral, and supported in their day-to-day needs
Support Client Performance
Help track and share client performance (adoption, engagement, etc.)Assist in preparing reports and insights for client meetingsLearn how to identify opportunities to improve client results
Manage Requests & Support
Respond to client questions and requests in a timely, thoughtful wayWork with internal teams (product, engineering, implementation) to resolve issuesKeep track of open items and follow through to completion
Retain and Expand Existing Client Relationships
Support client renewal conversations by helping demonstrate the value of SpiralAssist in identifying opportunities to expand product usage within existing clientsPartner with leadership on upsell opportunities and client growth strategiesLearn how to position product value in client conversations
Requirements:
1â3 years of experience in client-facing, customer support, account management, or similar rolesStrong communication skills and comfort speaking with clientsOrganized and able to manage multiple tasks and prioritiesCurious, proactive, and eager to learnInterest in fintech, SaaS, or working with banks/credit unions is a plus
Some of Your Benefits
Competitive salary with bonus and equityFully paid (99%) PPO medical, dental, and vision plans for you, spouse/partner, and childrenShort-term and long-term disabilityPaid time off allowing 20 days leave + two floating holidays401(k) planRemote office benefits
Spiral is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Apply Now