⚡Director of Customer Success

 🌎Location: NYC Area

 Employment Type: Full Time, In-person / Hybrid 

Company Overview

 A student-focused fintech company dedicated to increasing access to affordable education funding, the company provides innovative student loan solutions and a platform for student-athletes. The organization prioritizes ensuring successful loan repayment by offering tailored support to borrowers throughout the entire loan lifecycle.

Role Overview

 The Director of Customer Success will be responsible for enhancing loan performance by ensuring borrowers stay on track with payments and avoid delinquency or default. This position requires a hands-on and data-driven individual capable of managing borrower behavior, strengthening servicer relationships, and implementing new strategies to boost autopay enrollment. At the start of your tenure, it will be a individual contributor position with a leadership title, looking to later down the line grow out a team and lead the upcoming CS division.

Key Responsibilities

Loan Performance & Autopay Strategy

• Lead initiatives to maximize borrower autopay enrollment at all stages of the loan lifecycle (origination, pre-servicing, active repayment).
• Develop and test incentives, communications, workflows, and partnerships aimed at increasing autopay participation.
• Monitor and report on key repayment KPIs (autopay penetration, delinquency, default, cure rates) with a focus on continuous improvement.

Servicer & Partner Oversight

• Act as the primary point of contact for loan servicers, special servicers, and collection agencies.
• Proactively monitor servicer performance and coordinate interventions to improve early-stage borrower engagement and prevent defaults.
• Collaborate closely with partners to escalate at-risk borrower accounts and enhance collections workflows.

Customer Experience & Communication

• Oversee borrower engagement from onboarding through repayment, utilizing email, SMS, call campaigns, and platform-based messaging.
• Create borrower education content and targeted messaging to encourage better financial behavior, particularly timely payments.
• Support borrowers facing financial difficulties with empathetic, proactive communication and clear resolution options.

Cross-Functional Leadership

• Work with Product, Compliance, and Data teams to improve borrower-facing tools and ensure that all communication adheres to regulatory standards.
• Partner with internal teams to identify and resolve friction points in the borrower journey, driving systemic improvements.

Qualifications

• 5+ years of experience in customer success, loan servicing, fintech, or related fields.
• Proven success in driving repayment and retention metrics within a lending or fintech environment.
• Strong understanding of loan servicing workflows, default management, and borrower behavior.
• Experience with CRMs (Hubspot preferred), communication automation, and reporting tools.
• Excellent written and verbal communication skills with a proactive mindset.
• Analytical thinking and familiarity with tools like Excel, SQL, or BI dashboards is a plus.
• Experience managing third-party vendors or servicers is highly desirable.
• Passion for mission-driven work and improving borrower outcomes.

Compensation & Benefits

• Competitive salary with performance-based bonus
• Equity options available
• Health, dental, and vision coverage

⚡ Chief Financial Officer (CFO)

✨ $180+ Million Funded Lending Company

🌍 Hybrid/ In-Office (New York)

💲 Salary: $150,000 – $225,000 base + equity

A fast-growing fintech Series A revolutionizing the student lending space.

For the past five years, they’ve been helping students finance their education through innovative loan solutions. They’re now looking for a highly skilled Chief Financial Officer to join them and help shape their Finance & Strategy as they scale.

Seeking a hands-on, strategic, and entrepreneurial CFO to join the executive team and lead all aspects of financial strategy, operations, compliance, and reporting.

Key Responsibilities

• Strategic Financial Leadership
• Serve as a core member of the executive team, helping shape strategic direction and financial planning across all business lines.
• Advise on capital structure, fundraising strategy, investor communications, and corporate development.

• Finance & Accounting Oversight
• Oversee all financial operations, including budgeting, forecasting, cash flow management, and financial reporting.
• Replace outsourced accounting functions and build and lead an internal finance team, starting with a bookkeeping/general ledger support role.

• Compliance & Risk Management
• Ensure ongoing financial and regulatory compliance, particularly around our registered investment advisor (RIA) obligations.

• Operational Excellence
• Be hands-on in day-to-day accounting activities as needed.
• Implement scalable processes and systems to support company growth.

• Cross-functional Collaboration
• Partner with Legal, Product, Marketing and Operations to ensure financial considerations are aligned with product design, investor offerings, and compliance.

Qualifications

• 10+ years of progressive finance and accounting experience, including at least 3 years in a senior leadership role (VP Finance, CFO, etc.)
• Experience in fintech, early-stage startups, financial services, or regulated investment products is highly preferred.
• CPA and/or CFA is a plus but not required.
• Comfortable working in a hands-on capacity while also setting long-term financial strategy.
• Strong knowledge of GAAP, compliance, and tax implications for multi-entity structures.
• Excellent communication skills and a collaborative, roll-up-your-sleeves mentality.

What They Offer

• A high-impact executive leadership role at a mission-driven, growth-stage company
• Competitive salary and equity package
• Opportunity to help build a category-defining financial services company from the inside out