Customer Success

Kobalt Labs•New York City, NY

About The Position

Customer Success at Kobalt Labs owns customer outcomes end-to-end, from implementation and adoption through expansion, working closely with customer leadership and the engineering team. The role helps drive company growth by ensuring customers expand their use of Kobalt and introduce the platform to other financial institutions. It is suited to someone who enjoys spending time with customers, solving their problems, and building lasting partnerships. Kobalt is an AI-native compliance operating system for financial institutions. Banks, credit unions, and fintechs use its products to conduct third-party due diligence, screen marketing collateral, and keep up with changing regulations.

Requirements

  • 3–5 years of experience in customer success, implementation, consulting, project management, or a similar customer-facing role.
  • Experience with technical project delivery and comfort owning projects from kickoff through go-live, including coordinating multiple stakeholders and driving projects forward.
  • Strong project management skills and the ability to manage multiple concurrent implementations.
  • Commercial mindset and motivation to grow customer relationships through a consultative, trust-first approach.
  • Willingness to travel occasionally, under 25%, for customer and onsite work.

Responsibilities

  • Own customer implementations end-to-end, from scoping and technical configuration through user acceptance testing, training, and go-live.
  • Build deep relationships with customer practitioners and executives to understand their workflows, priorities, and strategic goals.
  • Identify the underlying need behind customer requests, scope an initial approach with engineering, and explain technical concepts to non-technical stakeholders.
  • Build and maintain customer-facing documentation, including help content, FAQs, admin guides, and reusable implementation methodology.
  • Drive customer adoption and expansion, ensuring customers get increasing value from Kobalt and identifying opportunities to grow the relationship.

Benefits

  • $175k base salary plus equity.
  • Lunch provided in-office.
  • 100% employer-paid medical, dental, and vision premiums for employees and dependents.
  • Paid time off and paid company holidays.
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