Jobs in United States

Customer Success Specialist in United States

8,134 active opportunities · Updated October 2026

Explore current customer success specialist jobs across United States. Filter by work mode, employment type, experience, department, date posted and distance.

NR
📍 Georgia, Oregon, United States· Full-time
✓ High-confidence listingCompany trend -75%

From $193K/yr

Quick readStrong listing-quality and freshness signals

We are a global team of innovators and pioneers dedicated to shaping the future of observability. At New Relic, we build an intelligent platform that empowers companies to thrive in an AI-first world by giving them unparalleled insight into their complex systems. As we continue to expand our global footprint, we're looking for passionate people to join our mission. If you're ready to help the world's best companies optimize their digital applications, we invite you to explore a career with us! Your opportunity New Relic is seeking a Director for the Americas Marketing team. This role reports to the VP Global Field Marketing. As leader of Field Marketing for Americas, you will play a pivotal role in shaping and executing our regional marketing strategy. Your leadership will drive the expansion of New Relic’s presence in the dynamic and rapidly evolving Americas observability software market. We are seeking an individual with a proven track record in driving pipeline and demand generation across both owned field events and third party conferences, executive engagement programs, partner marketing, customer marketing and account-based marketing. You’ll have a passion for technology, and a commitment to exceeding goals, surpassing industry standards and running a best-in-class regional marketing organisation. You have rich experience in managing field marketing teams, in B2B enterprise Software as a Service (SaaS) and account based marketing (ABM) and solution led selling, as well as a good understanding of Salesforce CRM and Marketo Marketing Automation platforms. What you'll do Be the centre of excellence for a team of geographically dispersed field marketing managers to ensure the team receives the professional development, skill based training, and enablement of the GTM plan to be a best-in-class organization. Gain a comprehensive understanding of New Relic's product, market position, personas, competition, and market trends for adapting and optimizing the amer

GitRestAIGo
NR
📍 San Francisco, California, United States· Full-time
✓ High-confidence listingCompany trend -75%

From $118K/yr

Quick readStrong listing-quality and freshness signals

We are a global team of innovators and pioneers dedicated to shaping the future of observability. At New Relic, we build an intelligent platform that empowers companies to thrive in an AI-first world by giving them unparalleled insight into their complex systems. As we continue to expand our global footprint, we're looking for passionate people to join our mission. If you're ready to help the world's best companies optimize their digital applications, we invite you to explore a career with us! Your Opportunity Are you looking for a high-impact finance role that offers true flexibility? We are seeking a Lead Revenue Accountant to join our team in a fully remote capacity . In this pivotal role, you won’t just be managing spreadsheets; you will be a key partner to our Revenue Accounting Senior Manager, helping to shape and build our revenue processes from the ground up. This is your chance to apply your technical mastery in a fast-paced, modern environment where your contributions directly influence our financial reporting and growth. If you thrive on autonomy and want to skip the commute to focus on meaningful work, this is the role for you. What You'll Do: Lead the Process: Take full ownership of the revenue-related month-end close, ensuring our financial reporting is accurate, timely, and transparent. Technical Consultation: Review customer contracts and non-standard terms to determine the correct revenue treatment, providing clear and concise accounting documentation. Financial Integrity: Prepare and reconcile essential revenue schedules, including deferred revenue and contract assets/liabilities, maintaining a high standard of precision. Process Innovation: Drive continuous improvement by streamlining our Order-to-Cash processes and supporting vital SOX audit controls. Strategic Collaboration: Act as a subject matter expert on special projects and ad-hoc requests, providing the revenue accounting insights needed for senior management to make informed decisio

GitRestAIGo
NR
📍 Atlanta, Georgia, United States· Full-time
✓ High-confidence listingCompany trend -75%

From $202K/yr

Quick readStrong listing-quality and freshness signals

We are a global team of innovators and pioneers dedicated to shaping the future of observability. At New Relic, we build an intelligent platform that empowers companies to thrive in an AI-first world by giving them unparalleled insight into their complex systems. As we continue to expand our global footprint, we're looking for passionate people to join our mission. If you're ready to help the world's best companies optimize their digital applications, we invite you to explore a career with us! Your Opportunity: If you seek to bring new, disruptive ideas to the enterprise software market, it is time for your next big challenge. We are looking for a Account Executive to join our extraordinary North America Sales team. This is a chance to work with a "challenger brand" mentality—offering you the chance to do things you might not have been allowed to do before. You will be crucial in steering where we are headed. This is a remote opportunity, meaning you can forget the daily traffic jams and commute from your bedroom to your home office in moments. However, you won't be isolated; you will be out in the field making things happen across the Northeast region. What You'll Do: Build Relationships Face-to-Face: You will have frequent face-to-face meetings with clients, perfect for someone who thrives in social settings. You will focus on customers within the East region, building genuine connections rather than just sending emails. Enjoy Autonomy and Trust: You will have the freedom to follow your instincts and make your own decisions. We trust you to manage your own schedule, balancing your home office time with necessary travel. Engage at the Highest Levels: You will navigate complex organisations and present to multiple decision-makers, including the "C-Suite," ensuring our value proposition is heard by those who matter most. Drive Market Impact: You will help companies across every size and vertical improve their customer experience and accelerate their time to market. T

GitRestAIGo
NR
📍 Texas, Florida, United States· Full-time
✓ High-confidence listingCompany trend -75%

From $237.5K/yr

Quick readStrong listing-quality and freshness signals

We are a global team of innovators and pioneers dedicated to shaping the future of observability. At New Relic, we build an intelligent platform that empowers companies to thrive in an AI-first world by giving them unparalleled insight into their complex systems. As we continue to expand our global footprint, we're looking for passionate people to join our mission. If you're ready to help the world's best companies optimize their digital applications, we invite you to explore a career with us! If you seek to bring new, disruptive ideas to the enterprise software market, it is time for your next big challenge. We are looking for an Account Executive to join our extraordinary Enterprise Sales team focusing on LATAM Accounts. This is a chance to work with a "challenger brand" mentality—offering you the opportunity to do things you might not have been allowed to do before. You will be crucial in steering where we are headed. This is a remote role, meaning you can forget the daily traffic jams and commute from your bedroom to your home office in moments. However, you won't be isolated; you will be out in the field making things happen. What You'll Do: Build Relationships Face-to-Face: Hold frequent face-to-face meetings with clients—perfect for someone who thrives in social settings. You will focus on building genuine connections rather than just sending emails. Enjoy Autonomy and Trust: Have the freedom to follow your instincts and make your own decisions. We trust you to manage your schedule, balancing your home office time with client visits. Engage at the Highest Levels: Navigate complex organizations and present to multiple decision-makers, including the C-Suite, ensuring our value proposition is heard by key stakeholders. Drive Market Impact: Help companies across every size and vertical improve their customer experience and accelerate their time to market. This Role Requires: Language Proficiency: Fluency in Spanish is required to effectively communicate and

GitRestAIGo
S
📍 San Mateo, California, United States· Full-time
✓ High-confidence listingCompany trend -100%

$1.2M – $1.5M/yr

Quick readStrong listing-quality and freshness signals

The Company Delight.ai (formerly Sendbird) is on a mission to build the AI workforce of tomorrow. For over a decade, we built the infrastructure behind conversations—chat, voice, video, messaging APIs—and became the #1 CPaaS platform for in-app communications. 4,000+ brands trust us. 7 billion messages flow through our platform every month. 300 million monthly active users. We powered conversations for DoorDash, Match Group, Noom, Yahoo Sports, Rakuten, and thousands of others. We were good at what we did. Really good. We also saw it early: AI would fundamentally reshape how businesses talk to customers. The infrastructure we'd spent a decade building would become commoditized. The value would move up the stack—into intelligence, into experience, into outcomes. We had a choice: protect what we built, or reinvent ourselves. We chose reinvention. In December 2024, we made the full strategic pivot to AI-first customer experience. By February 2025, we'd launched our AI agent for enterprise CX—built on a decade of conversation data, now with intelligence on top. And in November 2025, we rebranded to Delight.ai. The name says it all. AI's real promise isn't efficiency or cost savings. It's giving customers back something they lost—the feeling of being truly understood and cared for. Not satisfied. Delighted. The Product Delight.ai is the AI concierge for customer experience. Most AI agents forget you the moment the conversation ends. Ours doesn't. Delight.ai builds memory over time, learns preferences, and connects context across every channel—chat, SMS, email, voice, WhatsApp—without losing the thread. We're building AI that makes customers feel understood, seen, and remembered. The Role We’re looking for a Sales Development Representative with drive, energy, and a capability for sparking conversations with prospects. You will play a critical role in our sales and marketing team by prospecting, discovering, and expanding business opportunities. You will identify the righ

GitRestAIGo
S
📍 Bellevue, WA, United States· Full-time
✓ High-confidence listingCompany trend -92%

From $1.7M/yr

Quick readStrong listing-quality and freshness signals

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. Corporate Systems Engineering builds and operates the software platforms, integrations, and automations that power Smartsheet’s core business functions across Finance, Sales/GTM, and People & Culture. Our team owns mission-critical systems and workflows that enable how the company hires, sells, bills, pays, reports, and scales. We operate at the intersection of software engineering, enterprise platforms, and business-critical data, treating internal systems with the same rigor, reliability, and product mindset as customer-facing software. The Automation team builds human-to-system and system-to-system automations that reduce manual effort and friction across the business. We combine cloud-native services, agentic AI, and workflow orchestration to enable employees to interact with enterprise systems through intelligent, secure, and auditable automation. As a Senior Software Engineer I (Automation), you will lead the design, build, and operation of systems and workflows that directly support business execution at scale. You will own complex technical initiatives, partner with Product Managers and stakeholders on technical roadmaps, and mentor junior engineers. This full-time position reports to the Sr. Director, Development and can be located in our Bellevue, WA office, or you may work remotely from anywhere in the US where Smartsheet is a registered employer. You Will: Architect AI Agents: Take a leading role in designing Agentic Workflows using AWS Step Functions and Bedrock Agents that reason

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S
📍 San Mateo, California, United States· Full-time
✓ High-confidence listingCompany trend -100%

From $42K/yr

Quick readStrong listing-quality and freshness signals

Security at most companies is reactive. A checkbox for auditors. A speed bump for engineers. A department that says no. That's not what we're building. The Company Sendbird is the #1 CPaaS platform for in-app communications — an enterprise-grade infrastructure company that gives businesses the APIs and SDKs to embed real-time chat, voice, and video directly into their own products. Over 4,000 brands trust us. Seven billion messages flow through our platform every month. 300 million monthly active users. We powered conversations for DoorDash, Match Group, Noom, Yahoo Sports, Rakuten, and thousands more. We were good at what we did. Really good. So we asked what comes next. With decades of leadership in communications infrastructure, the answer was clear: AI. In February 2025, we launched our AI agent for enterprise CX. Later that year, we introduced Delight.ai — and the name says everything about what we believe. AI's real promise isn't efficiency. It isn't cost savings. It's restoring what customer experience lost somewhere along the way: the feeling of being understood, of being genuinely cared for. We don't want customers to feel satisfied. We want them to feel delighted. The Product Delight.ai is the AI concierge for customer experience. Most AI agents forget you the moment the conversation ends. Ours doesn't. Delight.ai builds memory over time, learns preferences, and connects context across every channel—chat, SMS, email, voice, WhatsApp—without losing the thread. We're building AI that makes customers feel understood, seen, and remembered. Why Head of IT & Security We're an AI company handling enterprise-grade conversations at global scale, and our customers trust us with data that matters. That trust isn't a nice-to-have. It's a competitive differentiator. It's why DoorDash and Match Group chose us. It's why we've earned certifications that our competitors are still chasing. Security here means being a partner to the business, not a blocker. It mea

ReactRestAIGo
S
📍 Bellevue, WA, United States· Full-time
✓ High-confidence listingCompany trend -92%
Quick readStrong listing-quality and freshness signals

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. Smartsheet targets industries where workflow specificity is essential. As a Principal Product Marketing Manager, Vertical Industries, you will lead the strategic development of industry-specific value narratives, use case positioning, and sales-ready content for priority vertical, Manufacturing. In this role, you will own the GTM narrative, ensuring positioning is grounded in quantified, defensible value claims. This role requires deep industry curiosity, methodological discipline, and the ability to drive multiple complex workstreams in parallel to maintain Smartsheet’s competitive edge. This full-time position reports to the Sr. Director, Customer Value and can be located in our Bellevue, WA office, or you may work remotely from anywhere in the US where Smartsheet is a registered employer. What You Will Own: Value Strategy Execution — Vertical Industries Lead the team's execution of the Smartsheet Value Strategy process for priority verticals. Define positioning scope, including target segments, industry-specific buyer roles, KPIs, and competitor sets. Validate buyer value levers and map them to Smartsheet's capabilities to demonstrate differentiated, quantified benefits. Build vertical Value Impact Models and define the problem Smartsheet owns within each industry. Develop cross-functional Adoption Plans and validate position hypotheses through direct buyer sessions. ICP & CAPDB for Vertical Segments: Own ICP definition and target account prioritization for each priority vertical. Ensure each vertical ICP sp

VueAWSAIGo
S
📍 San Mateo, California, United States· Full-time
✓ High-confidence listingCompany trend -100%

From $42K/yr

Quick readStrong listing-quality and freshness signals

Most PMs sit behind a roadmap. You'll be in the room where the AI actually gets deployed, then back at HQ making sure what you learned changes the product. The Company Sendbird is on a mission to build the AI workforce of tomorrow. For over a decade, we built the infrastructure behind conversations, chat, voice, video, messaging APIs, and became the #1 CPaaS platform for in-app communications. 4,000+ brands trust us. 7 billion messages flow through our platform every month. 300 million monthly active users. We powered conversations for DoorDash, Match Group, Noom, Yahoo Sports, Rakuten, and thousands of others. We were good at what we did. Really good. We also saw it early: AI would fundamentally reshape how businesses talk to customers. The infrastructure we'd spent a decade building would become commoditized. The value would move up the stack, into intelligence, into experience, into outcomes. We had a choice: protect what we built, or reinvent ourselves. We chose reinvention. In December 2024, we made the full strategic pivot to AI-first customer experience. By February 2025, we'd launched our AI agent for enterprise CX, built on a decade of conversation data, now with intelligence on top. And in November 2025, we rebranded to Delight.ai. The name says it all. AI's real promise isn't efficiency or cost savings. It's giving customers back something they lost, the feeling of being truly understood and cared for. Not satisfied. Delighted. The Product Delight.ai is the AI concierge for customer experience. Most AI agents forget you the moment the conversation ends. Ours doesn't. Delight.ai builds memory over time, learns preferences, and connects context across every channel, chat, SMS, email, voice, WhatsApp, without losing the thread. We're building AI that makes customers feel understood, seen, and remembered. Why Forward Deployed Product Manager Enterprise AI deployments don't fail because the technology is wrong. They fail because no one bridges th

GitRestAIGo
S
📍 Bellevue, WA, United States· Full-time
✓ Quality checkedCompany trend -92%

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. successful candidate must be proactive, organized and flexible when faced with ambiguity. This position requires the ability to remain efficient while maintaining a high level of attention to detail. An independent and driven individual will thrive in this position. Smartsheet is a fast-growing, award-winning Collaborative Work Management SaaS company. This role reports to the Manager of Workplace Services and is based at Smartsheet headquarters in Bellevue, WA. You Will: Support meeting services, including catering order fulfillment, conference room scheduling, and meeting setups and breakdowns as required. Provide regular daily coverage for the Front Office during breaks, lunches and as otherwise needed. Maintain organization and cleanliness in shared spaces and storage areas. Manage supply inventories and place necessary orders. Assist in planning and supporting various office events. Coordinate facility repair, maintenance, and daily operations for assigned office space. Be a knowledgeable and helpful resource for our employee base and direct team, providing an outstanding employee experience in all interactions. Review calendars daily and solve conflicts, provide assistance for last minute meeting requests. Additional executive and office support as needed. You Have: 3+ years of relevant experience A passion for customer service Excellent communication skills, both written and verbal Able to interact at all levels with internal

S
📍 Bellevue, WA, United States· Full-time· Remote
✓ High-confidence listingCompany trend -92%

From $1.9M/yr

Quick readStrong listing-quality and freshness signals

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. Smartsheet is seeking an experienced sales leader to oversee a team of sales managers as a Regional Vice President (RVP) of Commercial Sales . The ideal candidate will scale, operate and continuously improve our commercial sales business through high performing teams, strategies and execution. This leadership role is based in the US and reports directly to a VP of Commercial Sales. You Will: Recruit, hire, coach, and develop sales talent across 35+ individual contributors and 4+ managers Ensure the team exceeds sales and operational targets on a monthly and quarterly basis Engage with our SMB customer base to directly work on strategic sales opportunities Provide day-to-day leadership of sales team and ensure proper application of sales methodology and departmental standards Develop, execute, evaluate and refine aspects of sales strategy, process, and workflow to deliver maximum customer engagement, bookings and revenue growth Monitor performance of sales representatives and teams for quota attainment, adherence to policies, and development of action plans, as needed. Develop and deliver business operational reviews summarizing key performance drivers and critical insight to increase future sales opportunities and required strategies and tactics. Create a high-performing, energized, and supportive culture, emphasizing reward and recognition You Have: Minimum of 7+ years of sales management experience, preferably in a multi-contact, high volume inbound and outbound environment 2+ years of experienc

S
📍 Bellevue, WA, United States· Full-time
✓ High-confidence listingCompany trend -92%

From $1.1M/yr

Quick readStrong listing-quality and freshness signals

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. Smartsheet is seeking a dynamic Manager of Sales Development to lead, coach, and motivate our team of Sales Development Representatives (SDRs). In this high-impact role, you will directly influence decision-making and drive growth in a fast-paced environment. This is a US-based remote position reporting directly to the Director of Sales Development, with a preference for candidates located in the Central, Mountain, or Pacific time zones. If you are an innovative leader who challenges the status quo, asks sharp questions, and elevates team performance, we want to hear from you. Here is what we are looking for: You Will: Hire, train and manage a team of Sales Development Representatives Develop strategies for career growth within the Smartsheet sales organization Report on activity metrics and forecast to the sales executives/directors Motivate individuals and team to exceed objectives through coaching and mentorship Actively use Salesforce.com and other SaaS tools to manage sales process, and set standards for performance metrics You Have: 2+ years sales experience in SaaS 1-3 years sales management experience Passion for coaching and mentoring emerging sales talent Experience giving both positive and constructive feedback Demonstrated ability to collaborate with a distributed sales team Capability to understand customer pain points and requirements, capacity to respond with value of Smartsheet products and services Current US Perks & Benefits: Employer subsidized medical/vision and dental coverage f

U
📍 California, United States; Remote, United States· Full-time· Remote
✓ Quality checkedCompany trend -100%

Upwork Inc.’s (Nasdaq: UPWK) family of companies connects businesses with global, AI-enabled talent across every contingent work type including freelance, fractional, and payrolled. This portfolio includes the Upwork Marketplace, which connects businesses with on-demand access to highly skilled talent across the globe, and Lifted, which provides a purpose-built solution for enterprise organizations to source, contract, manage, and pay talent across the full spectrum of contingent work. From Fortune 100 enterprises to entrepreneurs, businesses rely on Upwork Inc. to find and hire expert talent, leverage AI-powered work solutions, and drive business transformation. With access to professionals spanning more than 10,000 skills across AI & machine learning, software development, sales & marketing, customer support, finance & accounting, and more, the Upwork family of companies enables businesses of all sizes to scale, innovate, and transform their workforces for the age of AI and beyond. Since its founding, Upwork Inc. has facilitated more than $30 billion in total transactions and services as it fulfills its purpose to create opportunity in every era of work. Learn more about the Upwork Marketplace at upwork.com and follow on LinkedIn , Facebook , Instagram , TikTok , and X ; and learn more about Lifted at go-lifted.com and follow on LinkedIn . We are seeking a Senior Director of Corporate Development who is passionate about M&A, investments and shaping the long-term strategy of a category-defining company. This senior role will help set, influence and implement inorganic growth opportunities through creative idea generation and disciplined execution, lead and manage the full deal lifecycle—identifying, evaluating and structuring M&A and investments as well as integrating acquisitions—and partner closely with the executive team to ensure each transaction can unlock innovation, accelerate growth and drive long-term shareholder value. This role

RestMachine LearningAIGo
S
📍 Dallas, TX, United States· Full-time
✓ High-confidence listingCompany trend -92%

From $1.1M/yr

Quick readStrong listing-quality and freshness signals

For over 20 years, Smartsheet has empowered teams to manage work seamlessly and scale solutions smarter. Now, in our most ambitious chapter yet, we are uniting human teams with AI agents. By orchestrating the work agents do best, automating manual tasks and uncovering insights at scale, we create the space for people to focus on what truly matters: judgment, creativity, and big thinking. That is magic at work, and it’s what we show up for every day. Smartsheet is seeking a dynamic Manager of Sales Development to lead, coach, and motivate our team of Sales Development Representatives (SDRs). In this high-impact role, you will directly influence decision-making and drive growth in a fast-paced environment. This is a US-based remote position reporting directly to the Director of Sales Development, with a preference for candidates located in the Central, Mountain, or Pacific time zones. If you are an innovative leader who challenges the status quo, asks sharp questions, and elevates team performance, we want to hear from you. Here is what we are looking for: You Will: Hire, train and manage a team of Sales Development Representatives Develop strategies for career growth within the Smartsheet sales organization Report on activity metrics and forecast to the sales executives/directors Motivate individuals and team to exceed objectives through coaching and mentorship Actively use Salesforce.com and other SaaS tools to manage sales process, and set standards for performance metrics You Have: 2+ years sales experience in SaaS 1-3 years sales management experience Passion for coaching and mentoring emerging sales talent Experience giving both positive and constructive feedback Demonstrated ability to collaborate with a distributed sales team Capability to understand customer pain points and requirements, capacity to respond with value of Smartsheet products and services Current US Perks & Benefits: Employer subsidized medical/vision and dental coverage f

S
📍 United States· Full-time
✓ Quality checkedCompany trend -96.2%

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: We are looking for a highly motivated and experienced Finance Business Partner to join our growing Strategic Finance team. Strategic Finance shapes SoFi’s capital allocation strategy by assessing investment opportunities, framing key trade-offs, and prioritizing resources against the company’s most important growth objectives. As a key business partner, you will provide financial leadership and strategic insights to two of SoFi's most critical and rapidly growing business lines: SoFi Checking & Savings and SoFi Credit Card. SoFi is an AI-forward organization, and you will be expected to responsibly use our suite of AI tools to build and enhance financial models, accelerate analysis, automate workflows, and improve decision-making. What you’ll do: Own the financial strategy, multi-year plan, annual operating plan, and rolling forecasts for SoFi’s rapidly growing Checking & Savings and Credit Card businesses Serve as a strategic thought partner to Business Unit leaders, translating financial and operational data into insights and recommendations that shape growth strategy and business performance Build and analyze customer and product-level unit economics including LTV, CAC, payback periods, and risk-adjusted returns across cohorts, acquisition channels, products, and member segments D

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