English
Spanish
CapIntel Is Hiring A Bilingual Senior Customer Success Manager
CapIntel is a dynamic software platform designed for wealth management enterprises to help financial advisors communicate complex investment strategies with ease. Join a team committed to empowering investors with better service, greater understanding, and peace of mind for their financial future.
About CapIntel
Since our launch in 2019, we have experienced rapid growth and industry recognition, including top placements in Deloitte's Technology Fast 50 Canada and Fast 500 North America in 2025. As we expand, we are investing heavily in our team to continue driving innovation across the North American wealth management industry.
About the Role
We are looking for a bilingual Senior Customer Success Manager (CSM) to collaborate with leaders at North America's largest banks and wealth management firms. You will focus on driving user adoption, fostering partnerships, and expanding client relationships. This role requires strong communication, organization, and a passion for customer success. While our company is remote-first, in-person client meetings are valued, and travel up to once per month within the US and Canada is expected.
What You'll Do 🎯
- Join as the first US-based member of our Customer Experience team, supporting our expansion in the US market.
- Partner with major banks and wealth management firms to promote adoption, retention, and expansion.
- Deliver training sessions, product updates, and quarterly reviews in both English and Spanish.
- Show empathy and curiosity to understand customer needs and desires.
- Collaborate cross-functionally by sharing customer insights and ensuring the voice of the customer is heard.
What We're Looking For 🔍
- Several years of experience in customer success or account management, particularly in SaaS.
- Professional proficiency in Spanish and English — including speaking, reading, writing, and comprehension.
- Confident delivery of live training sessions to large audiences.
- Ability to interpret complex business scenarios and collaborate with cross-functional teams to propose solutions.
- Experience coaching customers towards higher adoption rates and maintaining mutual account plans.
- Skills in data analysis, account planning, multi-threading, and presenting to C-suite decision-makers.
- Experience working in a pod structure, partnering with sales teams on expansions and renewals.
Bonus Experience / Nice-to-Have ✨
- Experience as a Financial Advisor or within the Wealth Management industry.
- Familiarity with Salesforce or customer success software.
- PMP or equivalent professional certification.
The Interview Process 💼
- Interview with a Talent Acquisition Partner
- Interview with our Head of Customer Experience
- Interview with a CX team member
- Complete a take-home case study and presentation
Compensation & Benefits
At CapIntel, we believe in transparent and competitive compensation, aligned with the role's impact, skills, and experience. Salary ranges are reviewed based on location and qualifications.
For candidates based in or eligible to work from New York: $125,000—$150,000 USD
Our total rewards package may include variable pay, equity, comprehensive benefits, flexible time off, and opportunities for growth and development. We’re happy to discuss our approach to compensation during the hiring process.
Interested but not sure?
While experience is important, we value mindset — your drive, curiosity, and dedication to excellence. If this role excites you and you believe you can contribute, we want to hear from you!
Why You'll Enjoy Working Here 🚀
Discover more about life at CapIntel on our Careers page. We’re a team built on trust, respect, and collaboration, dedicated to supporting your growth and well-being. If you resonate with our values, we'd be thrilled to welcome you onboard.