Job Overview
Customer Success Executive - Fintech | Capital Markets | Treasury
Wenham Carter search firm is partnered with a leading Fintech company that works with some of the most complex and influential financial services organizations worldwide; helping them maximise value from advanced Treasury & Capital Markets solutions.
We are searching for a Customer Success Executive in Portugal who will :
- Own and grow relationships with a portfolio of key financial institutions
- Guide clients across their full journey - from onboarding through long term adoption and satisfaction
- Partner cross-functionally with Sales, Services, Support, and Product to drive strategic growth and retention
- Influence product direction by bringing customer feedback into the roadmap
What We’re Looking For
Proven experience in customer success, account management, or client-facing roles within fintech, SaaS, or enterprise software.Knowledge of financial markets, fixed income, derivatives, forex, investment, trading, stocksExperience managing banks as customersStrong communication and relationship-building skills.Familiarity with CRM tools and customer success platforms is a plus.Why Join?
Be part of a forward-thinking company shaping the future of financial technology.Work remotely with flexible hours and a supportive team culture.Competitive compensation and benefits.Opportunities for growth and professional development.Interested to learn more? Apply now with a copy of your CV and we will be in touch to arrange a discovery chat.
Seniority level
DirectorEmployment type
Full-timeIndustries
IT Services and IT Consulting and Financial ServicesReferrals increase your chances of interviewing at Wenham Carter Group by 2x.
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