Finary One - Customer Success Manager

What is Finary?

At Finary, we are on a mission to create the money management experience we’ve always dreamt of. We are building a one-stop shop that empowers a new generation of investors to achieve their goals. Finary allows its users to track their assets, manage their budgets, invest their money, and learn more about finance. If you’re looking for an ambitious team that’s revolutionizing an old-fashioned industry, get in touch!

Mounir & Julien launched Finary in 2021. Since then, we have made great strides by reaching 500.000 users. We genuinely care about user experience, performance, and ease of use. We ship cutting-edge products with touches of delight. You'll join a winning team, learn insanely, earn life-changing money, and work with other A+ players.

Why now?

A new generation of investors is emerging: an ambitious, involved workforce. Money is no longer taboo and the pension system is under tremendous pressure. At Finary, we see a world where investing empowers everybody to live the life they’ve always dreamt of. Finary exists to revolutionize the personal money management experience.

To fuel this mission, we raised 15M€ and are backed by leading investors like Y Combinator and Speedinvest. We are also backed by world-class founders like Steve Anavi & Alexandre Prot (Qonto founders), Matthieu Rouif (Photoroom), and Eric Demuth (CEO of Bitpanda). We also smashed the European crowdfunding speed record by raising 2.2M€ from our community in less than 20 minutes.

There’s never been a more exciting time to join Finary!

What we offer

At Finary, the team is composed exclusively of A-players who want to be challenged and achieve more. We're relentlessly pushing forward to deliver the best products possible. Our culture is intense and isn’t for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there’s no better place to be. Read more about our values here.

You'll join a thrilling and motivating environment where you'll learn a lot and have a lot of freedom and responsibilities to express your talent.

Finary is a hybrid remote company. Our talented team is currently based in France and across Europe. Our office is located in the heart of Paris, and we organize on-site every 6 weeks.

At Finary, you’ll enjoy:

• Working with brilliant people in a motivating and fast-paced environment

• Having the opportunity to have a real impact in a sector that touches everyone's life: personal finance.

• Being empowered and trusted to bring and become the best version of yourself.

• Gathering at the office or in nice places every 6 weeks

• A competitive compensation package

What we care nothing about:

• Fancy degrees

• Free laundry, lattes, or other fancy perks

• Meal vouchers

Why Finary One?

At Finary, we are on a mission to reinvent how a new generation of investors manages its money. Our mantra: put technology to work for our clients. We reinvent how clients are advised by leveraging IA and our unique tech platform.

Forget about advisors that feel like salespeople: with Finary One, we are defining the Wealth Management model.

About the role

The role of the Customer Success Specialist is to ensure that every Finary One client experiences a smooth, compliant, and high-end journey—from subscription to digital adoption—while building lasting trust. The CSS plays a key role in ensuring operational efficiency, regulatory compliance, and top-tier client satisfaction.

You will

• Accompany Finary One clients in their investment journey, from subscription to ongoing management, all while ensuring that all steps are fully compliant

• Ensure that customers get an A+ experience while onboarding themselves on the App

• Serve as a central point of contact for clients, advisors and partners on operational or regulatory matters.

• Organize high-quality Finary One events (digital or physical) to foster engagement and loyalty

• Supervise and train interns on administrative and compliance-related tasks

• Partner with Product to continuously refine internal processes, always driven by client satisfaction, to reduce delays and improve overall experience...

You'd be a great fit if you

• Have previously worked with demanding, high-value clients in private banking, family offices, or luxury services

• Are able to build trust with clients, partners & advisors, communicates with tact and clarity

• Handle complex workflows with precision, leaving no room for approximation

• Have a deep understanding of financial regulation, CIF rules, KYC/AML processes with a previous experience in banking or wealth management

• Are comfortable explaining digital tools to clients, even to the less tech-savvy ones

• Can organize and manage high-end events

• Are capable of managing juniors/interns and supporting team growth

• Continuously look for ways to streamline, structure, and improve workflows

• Fluent French and English is a must

How to apply?

Tell us why you want to join Finary. Share with us what excites you about our mission and how you will contribute. Make your first impression count.