Customer Success Executive - Fintech | Capital Markets | Treasury
Wenham Carter search firm is partnered with a leading Fintech company that works with some of the most complex and influential financial services organizations worldwide; helping them maximise value from advanced Treasury & Capital Markets solutions.
We are searching for a Customer Success Executive in Portugal who will
* Own and grow relationships with a portfolio of key financial institutions
* Guide clients across their full journey - from onboarding through long term adoption and satisfaction
* Partner cross-functionally with Sales, Services, Support, and Product to drive strategic growth and retention
* Influence product direction by bringing customer feedback into the roadmap
What We're Looking For
* Proven experience in customer success, account management, or client-facing roles within fintech, SaaS, or enterprise software.
* Knowledge of financial markets, fixed income, derivatives, forex, investment, trading, stocks
* Experience managing banks as customers
* Strong communication and relationship-building skills.
* Familiarity with CRM tools and customer success platforms is a plus.
Why Join?
* Be part of a forward-thinking company shaping the future of financial technology.
* Work remotely with flexible hours and a supportive team culture.
* Competitive compensation and benefits.
* Opportunities for growth and professional development.
Interested to learn more? Apply now with a copy of your CV and we will be in touch to arrange a discovery chat.