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Responsibilities
Who We Are:Alpaca is a US-headquartered, global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more.Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 10 million brokerage accounts.Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it.Alpaca is proudly backed by $400 million in funding from top-tier global investors including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Opera Tech Ventures, SBI Group, Derayah Financial, Unbound, Peak XV, Elefund, and Y Combinator.Our Team Members:We're a dynamic team of 400+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond!We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply.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 contract signature through renewal, ensuring they have a positive experience leading to successful outcomes. Reporting to the Director, Success, this role supports Alpaca’s B2B offerings, helping customers launch US securities and crypto trading apps worldwide.Things You Get To Do:Act as the primary contact for B2B/enterprise customers, accountable for building and maintaining strong relationships with key contacts throughout the customer lifecycleEnsure customer satisfaction, retention, and successManage escalations, internally and externally, with a focus on customer empathyMaintain regular contact with customers to understand their business priorities, monitor their progress toward achieving key results, and continually identify and mitigate risks (relationship, commercial, etc.)Work with partners to accurately forecast growth and identify and monitor progress toward shared goalsDrive adoption of Alpaca features (new and existing) among our Live PartnersIdentify and disseminate best practices and pitfallsRepresent the partner internally across multiple groups, including Marketing, Product, and OperationsMaintain positive relationships, internally and externally, to drive overall success and overcome obstaclesProvide internal communication and reporting on overall account status, health, and riskDevelop a success strategy for ensuring customer successIdentify areas and consider solutions for improvement and optimization within AlpacaDeliver QBRs and executive reports that align customer goals with platform outcomesServe as a trusted advisor to customers’ leadership teams, aligning Alpaca capabilities with their go-to-market strategyOwn the full customer lifecycle post-signature, including onboarding, activation, expansion, and renewalCollaborate cross-functionally with Product, Sales, and our Broker-Dealer to leverage process understanding, champion partner needs, and influence roadmap prioritiesPerform ad-hoc duties and responsibilities as assignedWho You Are (Must-Haves):4–6 years of experience in a customer success role managing customer relationshipsComfortable working US hours (ET) in a remote setupUnderstanding of and experience with key technology concepts, such as SaaS and APIsFinTech experience, especially within the broker-dealer businessExperience working with both large and small companiesA dedicated interest in Alpaca's mission to enable financial services access to everyone on the planetAbility to work remotely and independently and to self-manage time and obligationsFlexibility to jump in where and when needed to help drive Alpaca's growthDesire to learnAbility to manage customer relationships across companies of various sizesA team player who thrives on ownership, transparency, and being relentlessly partner-first. We move fast, support each other, and aim to grow together.Who You Might Be (Nice-to-Haves):Startup mindset suited to a fast-paced, high-growth environmentExperience working with international B2B clientsHow We Take Care of You:Competitive Salary & Stock OptionsHealth BenefitsNew Hire Home-Office Setup: One-time USD $500Monthly Stipend: USD $150 per month via a Brex Card
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