Joining the Customer Success and Onboarding team, the full-time remote Customer Success Analyst will manage post-meeting action items, monitor support requests, and ensure enterprise clients have a smooth onboarding experience while maintaining clear communication across teams. Key responsibilities Own post-meeting action items and follow-up communications to support customer engagement Monitor and respond to incoming team emails and support tickets, triaging requests as needed Maintain accurate records of customer interactions and project milestones, delivering status updates to stakeholders Required qualifications 1-2 years of experience in an operations or project coordination role Familiarity with CRM tools, project management software, and ticketing systems Experience or interest in the financial services or fintech space Exposure to SaaS onboarding or customer success workflows Comfortable working in a remote/hybrid environment and managing your own schedule