Client Success Manager, Spiral
+ Bonus and equity
Ethical banking app
Be an early applicant
Ethical banking app
21-100 employees
Be an early applicant
+ Bonus and equity
21-100 employees
Company mission
To empower millions of people to build better lives and positively impact their communities.
Role
Who you are
- As we forge ahead, we are seeking for an early-career Client Success Manager who is excited to learn, build relationships, and grow into owning a portfolio of clients
- 1–3 years of experience in client-facing, customer support, account management, or similar roles
- Strong communication skills and comfort speaking with clients
- Organized and able to manage multiple tasks and priorities
- Curious, proactive, and eager to learn
- Interest in fintech, SaaS, or working with banks/credit unions is a plus
What the job involves
- You’ll work directly with our Director of Client Success and gradually take ownership of a group of bank and credit union partners
- You’ll help lead client calls, share performance insights, answer questions, and support clients in getting the most out of Spiral
- We’re looking for a Client Success Manager who is excited to learn, build relationships, and grow into owning a portfolio of clients
- In this role, you’ll work closely with our Director of Client Success and gradually take ownership of a group of bank and credit union partners. You’ll serve as a key point of contact, helping clients understand how to use Spiral’s platform to drive real outcomes—from increasing customer engagement to growing deposits and strengthening their connection to their communities
- You’ll be involved in everything from leading client calls and sharing performance insights to answering questions and solving problems. Over time, you’ll learn how to translate data into meaningful recommendations, guide clients toward best practices, and support both retention and growth across your portfolio
- This is a hands-on, high-growth role within a collaborative and mission-driven team. As you build your skills and confidence, you’ll take on more ownership and play a direct role in helping our clients succeed while contributing to Spiral’s continued growth
- You'll support and own relationships with a portfolio of clients
- Join and lead client calls
- Help clients feel confident using Spiral, and supported in their day-to-day needs
- Help track and share client performance (adoption, engagement, etc.)
- Assist in preparing reports and insights for client meetings
- Learn how to identify opportunities to improve client results
- Respond to client questions and requests in a timely, thoughtful way
- Work with internal teams (product, engineering, implementation) to resolve issues
- Keep track of open items and follow through to completion
- Support client renewal conversations by helping demonstrate the value of Spiral
- Assist in identifying opportunities to expand product usage within existing clients
- Partner with leadership on upsell opportunities and client growth strategies
- Learn how to position product value in client conversations
Our take
Spiral is a challenger bank that, alongside offering no-fee and no-minimum deposit checking and savings accounts, accommodates easy charitable donations. It does this by automatically taking a percentage of customers' incoming funds and putting them into charities of their choice.
With more than half of Americans donating to charity each year, SPiral is built around the idea that giving should be simple and built into daily financial habits. As ethically conscious consumerism contunues to grow, its model taps into demand fo rfinancial products that align with personal values.
Recently, Spiral has shifted toward powering community-focused digital banking through partnerships. And in 2025, it teams up with Bank of Guam to bring its savings and giving tools to customers across Guam and the Western Pacific.
Through Spiral's platform, customers can round up purchases to save or donate, set automated savings goals, track their charitable impact, and access digital donation reports. The partnerships reflects Spiral's broader strategy to help banks grow deposits and deepen customer relationships by turning everyday banking into a tool for both personal financial progress and community impact.
Steph
Company Specialist at Welcome to the Jungle
Insights
-9% employee growth in 12 months
Company
Funding (2 rounds)
Mar 2023
$28m
SERIES A
Mar 2021
$14m
EARLY VC
Total funding: $42m
Company benefits
- Fully remote working: We're a globally distributed team and support remote and in-person work
- Health and wellness: Employer-paid medical plan, vision, and dental, long-term and short-term disability insurance
- 401k: Startup equity and 401(k) plan
- Parental leave: Parental leave for both mothers and fathers to bond with their new child
- 20 days PTO: Employees are provided with 20 days of paid time off (PTO) per year
- HSA account: Health Savings Account (HSA) for eligible employees
Company HQ
Chelsea, New York, NY
Leadership
Shawn Melamed
(Co-Founder & CEO)Previously worked as a Managing Director at Morgan Stanley, heading up the build of its Technology Business Development and Innovation Offices. Co-founder of Hub of Love.
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