Full-Time

Customer Success Manager

Confirmed live in the last 24 hours

Alpaca

Alpaca

201-500 employees

API-first brokerage for stock trading

Fintech
Financial Services

Mid

Remote in USA

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Requirements
  • 4-6 years experience in a customer success role, managing customer relationships
  • US region hours
  • 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
Responsibilities
  • 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 overall 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

Alpaca Securities LLC operates in the stock brokerage industry by providing an API-first brokerage service that allows other businesses to create their own trading applications. This service enables companies to integrate stock trading functionality into their platforms without needing to become brokers themselves, which saves them time and resources. Alpaca's API also supports Local Currency Trading, allowing international investors to trade US stocks in their local currency. Additionally, Alpaca offers crypto wallets and coin pair trading, expanding the financial services available to its clients. Unlike traditional brokers, Alpaca focuses on a business-to-business model, catering primarily to other companies that want to offer trading services to their customers. The goal of Alpaca is to simplify the trading process for businesses and their users while providing a secure and efficient platform for executing trades.

Company Stage

N/A

Total Funding

$84.5M

Headquarters

San Mateo, California

Founded

2015

Growth & Insights
Headcount

6 month growth

7%

1 year growth

9%

2 year growth

10%
Simplify Jobs

Simplify's Take

What believers are saying

  • Alpaca's self-clearing capability opens up new business opportunities, including seamless asset transfers and securities lending.
  • The support for limit orders and extended hours trading for fractional shares enhances Alpaca's appeal to global investors, providing more trading flexibility.
  • Strategic partnerships and investments, such as the $15M from SBI Group, accelerate Alpaca's expansion into Asian markets, broadening its global footprint.

What critics are saying

  • The fintech and stock brokerage sectors are highly competitive, requiring Alpaca to continuously innovate to maintain its edge.
  • Transitioning to self-clearing involves complex business processes and compliance requirements, posing operational risks.

What makes Alpaca unique

  • Alpaca's API-first brokerage service allows businesses to integrate stock trading functionality without becoming brokers themselves, a unique offering in the fintech space.
  • The Local Currency Trading API simplifies trading for international investors by allowing them to trade US stocks in their local currency, a feature not commonly found among competitors.
  • Alpaca's transition to self-clearing at DTCC positions it as a mature player in the fintech industry, reducing intermediary layers and enhancing operational efficiency.

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Benefits

Competitive salary & stock options

Medical, dental, & vision

Home office setup stipend

Monthly Brex Card stipend