Overview

Technical Customer Success Manager - French & English Bilingual - Fintech

Company: Wealth Dynamix

Location: Paris (Remote options may be available)

Start Date: October 2025

Role: Technical Customer Success Manager (CSM)

We are looking for an analytical self-starter with experience in software delivery, passionate about digital transformation, and keen to deliver the market-leading Client Lifecycle Management (CLM) solution to the Wealth Management industry.

What is the role?

• Client Onboarding & Implementation: Support onboarding of new clients and the implementation of new features for existing clients, ensuring a smooth transition and high customer satisfaction.
• Wealth Dynamix Product Expertise: Develop a deep understanding of Wealth Dynamix software solutions, becoming a trusted resource for clients.
• Client-Focused Activities: Assist with setting up trial platforms for new prospects and clients; support clients in importing data and configuring areas of the Wealth Dynamix platform; run demonstrations for new prospects and existing clients.
• Training & Support: Liaise with trainers to support client training sessions and, when required, deliver training directly to clients; stay updated with new features by working closely with the product team.
• Knowledge Base Maintenance: Create knowledge base articles, help sections, and training materials; ensure security by adhering to company policies and reporting vulnerabilities as needed.

Why should you apply?

• This is a fantastic opportunity to work in a growing FinTech environment with excellent career progression.
• Opportunity to work with a global client base on a variety of digital transformation projects, each with unique requirements.
• You will learn a lot with exposure to multiple complex client needs.

Who is best suited to this role?

• 3-5 years’ experience as a Business Analyst, Product Owner, or existing Technical Customer Success Manager.

Background and Experience

• Interest in FinTech/Wealth Management or willingness to learn and engage with the industry.
• Stakeholder Management: Ability to work effectively with a range of internal and external stakeholders.
• Bilingual – English & French – Professional proficiency.

Mindset & Core Skills

• Curiosity & Learning: Strong desire to ask questions and deepen understanding of Wealth Dynamix solutions and client needs.
• Team-Oriented: Collaborative approach to contribute to collective success.
• Communication Skills: Ability to adapt style for different audiences; experience with product demonstrations, documentation, and cross-team collaboration.
• Agile Methodology: Familiarity with agile software delivery and iterative improvement.
• Self-Starter: Proactive in self-learning and adding value to clients, teams, and the business.

Additional information

We believe we offer career-defining opportunities in a diverse and inclusive culture. If you are looking for more than just a job, get in touch.