[Hiring] Customer Success Manager @Alpaca

Role Description

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 brokerage and crypto offerings, helping customers launch and scale US securities and crypto trading applications worldwide.

We're looking for someone who brings hands-on experience in the brokerage, crypto exchange, or trading-platform industry and understands the unique operational, regulatory, and technical challenges of supporting customers in financial markets.

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 lifecycle.
• 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 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 goals.
• Drive adoption of Alpaca features (new and existing) among our Live Partners.
• Identify and disseminate best practices and pitfalls.
• Represent the partner internally across multiple groups, including Marketing, Product, and Operations.
• 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 and optimization within Alpaca.
• Deliver QBRs and executive reports that align customer goals with platform outcomes.
• Serve as a trusted advisor to customers’ leadership teams, aligning Alpaca capabilities with their go-to-market strategy.
• Own the full customer lifecycle post-signature, including onboarding, activation, expansion, and renewal.
• Collaborate cross-functionally with Product, Sales, and our Broker-Dealer to leverage process understanding, champion partner needs, and influence roadmap priorities.
• Perform ad-hoc duties and responsibilities as assigned.

Qualifications

• 4–6 years of experience in a customer success role managing customer relationships.
• Direct professional experience working at a brokerage, broker-dealer, crypto exchange, or trading platform.
• Hands-on understanding of brokerage or crypto trading operations, including customer onboarding, account funding, trading workflows, and the operational or compliance challenges associated with financial markets.
• Comfortable working US hours (ET) in a remote setup.
• Understanding of and experience with key technology concepts, such as SaaS and APIs.
• FinTech experience, especially within the broker-dealer business.
• Experience working with both 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 and when needed to help drive Alpaca's growth.
• Desire to learn.
• Ability to manage customer relationships across companies of various sizes.
• A team player who thrives on ownership, transparency, and being relentlessly partner-first.

Requirements

• Experience supporting B2B brokerage-as-a-service, embedded investing, or trading API platforms.
• Familiarity with US securities brokerage infrastructure, including clearing, custody, settlement, and broker-dealer compliance.
• Experience supporting API integrations or technical onboarding for trading applications.
• Experience working with international B2B clients or fintech partners launching financial products across multiple markets.
• Experience managing institutional trading customers or strategic fintech partnerships.
• Startup mindset suited to a fast-paced, high-growth environment.

Benefits

• Competitive Salary & Stock Options.
• Health Benefits.
• New Hire Home-Office Setup: One-time USD $500.
• Monthly Stipend: USD $150 per month via a Brex Card.

Company Description

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.

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.

Alpaca is proudly backed by $400 million in funding from top-tier global investors.