Customer Success Manager - Americas
Alpaca is a brokerage infrastructure company providing developer APIs for stocks, options, fixed income, and crypto trading, plus tokenization infrastructure for TradFi–DeFi markets.
Funding history
Investors
About Alpaca
Alpaca provides API-first brokerage infrastructure for fintechs, institutions, algorithmic traders, and developers. Its offerings include Broker API, Trading API, market data, self-clearing brokerage services, crypto services, and the Instant Tokenization Network for in-kind minting and redemption of tokenized assets.
Skills
About the Role
You will be the primary contact for B2B and enterprise partners across the full lifecycle after signature, from onboarding to renewal. You will manage escalations, forecast growth, drive feature adoption, deliver QBRs and executive reports, and work with Product, Sales and Operations to champion partner needs.
Requirements
- 4–6 years in a customer success role
- Direct experience at a brokerage, broker-dealer, crypto exchange or trading platform
- Understanding of brokerage or crypto trading operations
- Comfortable working US ET hours remotely
- Understanding of SaaS and APIs
- FinTech experience, especially broker-dealer
Responsibilities
- Act as primary contact for B2B/enterprise customers
- Ensure customer satisfaction, retention and success
- Manage escalations internally and externally
- Monitor customer progress and mitigate risks
- Forecast growth with partners
- Drive adoption of Alpaca features
- Deliver QBRs and executive reports
- Own onboarding, activation, expansion and renewal
- Collaborate with Product, Sales and the Broker-Dealer to influence roadmap
- Report on account status, health and risk
Benefits
- Stock options
- Health benefits
- One-time USD $500 home-office setup
- Monthly stipend of USD $150 via a Brex Card
