Bilingual Senior Customer Success Manager - New York, NY - CapIntel

    CapIntel
    CapIntel New York, NY

    2 days ago

    Description

    Bilingual Senior Customer Success Manager

    CapIntel is a software platform helping financial advisors explain complex investment strategies to clients.

    The company has seen rapid adoption and industry recognition, earning top placements in Deloitte's Technology Fast 50 Canada and Fast 500 North America.

    • Partner with banks and wealth management firms to drive end-user adoption
    • Deliver trainings and quarterly business reviews

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