Who We Are:
Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our recent Series C funding round brought our total investment to over $170 million, fueling our ambitious vision.
Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 6 million brokerage accounts.
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. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it.
Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator.
Our Team Members:
We're a dynamic team of 230+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond!
We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply.
As a Customer Success Manager at Alpaca, you are the front line in our pursuit of enabling everyone on the planet access to financial markets. You’ll work with our partners (customers) from contract signature through renewal, ensuring they have a positive experience leading to successful outcomes. This role supports Alpaca’s B2B offerings -- you will help customers to launch US securities and crypto trading apps around the world.
Act as primary contact for B2B/enterprise customers, accountable for driving healthy and constant relationships with key contacts throughout the customer lifecycle - from app launch to renewal.
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 to achieving key results, and constantly identify and mitigate risk (relationship, commercial, etc.)
Work with partners to accurately forecast growth, and to identify and monitor progress towards 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 to ensure Alpaca across multiple groups (marketing, product, operations, etc.)
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/optimization within Alpaca
Ad-hoc duties and responsibilities as assigned
Deliver QBRs and executive reports that align customer goals to platform outcomes
Serve as a trusted advisor to customers’ leadership teams, aligning Alpaca capabilities to their go-to-market strategy
Own the full customer lifecycle post-signature: onboarding, activation, expansion, and renewal
Collaborate cross-functionally with Product, Sales, and our Broker Dealer to champion partner needs and influence roadmap priorities
4-6 years of experience in a customer success role, managing customer relationships
Comfortable working GMT/CET hours in a remote setup
Understanding of and experience with key technology concepts, such as SaaS and APIs
Exposure to, or employment with, 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/when needed to help drive Alpaca's growth
Desire to learn
Ability to manage customer relationships across various-sized companies
Team player that thrives on ownership, transparency, and being relentlessly partner-first. We move fast, support each other, and aim to grow together.
FinTech experience is a plus, especially with broker-dealer business
Startup mindset for a fast-paced, high-growth environment
Experience working with international B2B clients
Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.
Who We Are: Alpaca is a US California headquartered brokerage infrastructure technology company and self-clearing broker-dealer, delivering execution and custody solutions for Stocks, ETFs, Options, Cryptocurrencies, and more, and has raised over $170 million in funding. Amongst our subsidiaries, Alpaca is a licensed financial services company in multiple countries, and we serve hundreds of financial institutions globally such as broker-dealers, investment advisors, hedge funds, and crypto exchanges as well as millions of individual customers all over the world. Alpaca’s globally distributed team members bring in diverse experiences such as engineers, traders, and brokerage professionals to achieve our Mission of opening financial services to everyone on the planet. We are also deeply committed to open-source contributions and fostering a vibrant community. We will continue to enhance and improve our award-winning developer-friendly API and the brokerage infrastructure behind it. Our Team Members: We’re a team of 200+ globally distributed members who love working from our favorite places worldwide. Our team spans the USA, Canada, Japan, Hungary, Nigeria, Brazil, the United Kingdom, and more! We’re looking for candidates eager to join Alpaca’s growing organization, who are excited about our Mission of “Open[ing] financial services to everyone on the planet” and share our Values of “Stay Curious,” “Have Empathy,” and “Be Accountable.”
Understand the required skills and qualifications, anticipate the questions you may be asked, and study well-prepared answers using our sample responses.
Customer Success Manager Q&A's