Client Success Manager at Spiral

About Spiral

Imagine a world where every financial transaction you make positively impacts your life, your community, and the world. What would it be like if everyone had the opportunity to save for their dreams, reduce their debt, and make an impact every day?

Headquartered in New York City, Spiral is the award-winning fintech platform that enables banks and credit unions to grow deposits and retention through banking experiences people love. With Spiral, financial institutions can empower their account holders to build savings, achieve financial freedom, and support their communities through any online bank account, debit card, or credit card.

Spiral has helped families and local communities nationwide save millions. Recognized as a Top 50 Fintech company, Spiral makes it simple for financial institutions to drive local impact and empower millions of people to build better lives.

As we forge ahead, we are seeking for an early-career Client Success Manager who is excited to learn, build relationships, and grow into owning a portfolio of clients. You’ll work directly with our Director of Client Success and gradually take ownership of a group of bank and credit union partners. You’ll help lead client calls, share performance insights, answer questions, and support clients in getting the most out of Spiral.

We are a fully remote company with a purpose-driven culture, strong collaboration, healthy work-life balance, generous time off, and a focus on personal growth. Spiral is led by a serial fintech entrepreneur and a seasoned leadership team and has raised $44 million in total funding to date.

Summary

We’re looking for a Client Success Manager who is excited to learn, build relationships, and grow into owning a portfolio of clients.

In this role, you’ll work closely with our Director of Client Success and gradually take ownership of a group of bank and credit union partners. You’ll serve as a key point of contact, helping clients understand how to use Spiral’s platform to drive real outcomes—from increasing customer engagement to growing deposits and strengthening their connection to their communities.

You’ll be involved in everything from leading client calls and sharing performance insights to answering questions and solving problems. Over time, you’ll learn how to translate data into meaningful recommendations, guide clients toward best practices, and support both retention and growth across your portfolio.

This is a hands-on, high-growth role within a collaborative and mission-driven team. As you build your skills and confidence, you’ll take on more ownership and play a direct role in helping our clients succeed while contributing to Spiral’s continued growth.

What You'll do:

Build Client Relationships

• Support and own relationships with a portfolio of clients
  
• Join and lead client calls
  
• Help clients feel confident using Spiral, and supported in their day-to-day needs

Support Client Performance

• Help track and share client performance (adoption, engagement, etc.)
  
• Assist in preparing reports and insights for client meetings
  
• Learn how to identify opportunities to improve client results

Manage Requests & Support

• Respond to client questions and requests in a timely, thoughtful way
  
• Work with internal teams (product, engineering, implementation) to resolve issues
  
• Keep track of open items and follow through to completion
  

Retain and Expand Existing Client Relationships

• Support client renewal conversations by helping demonstrate the value of Spiral
• Assist in identifying opportunities to expand product usage within existing clients
• Partner with leadership on upsell opportunities and client growth strategies
• Learn how to position product value in client conversations

Requirements:

• 1–3 years of experience in client-facing, customer support, account management, or similar roles
  
• Strong communication skills and comfort speaking with clients
  
• Organized and able to manage multiple tasks and priorities
  
• Curious, proactive, and eager to learn
  
• Interest in fintech, SaaS, or working with banks/credit unions is a plus

Some of Your Benefits

• Competitive salary with bonus and equity
• Fully paid (99%) PPO medical, dental, and vision plans for you, spouse/partner, and children
• Short-term and long-term disability
• Paid time off allowing 20 days leave + two floating holidays
• 401(k) plan
• Remote office benefits

Spiral is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.