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Customer Success Manager

June 2, 2026

<div class="content-intro">Who We Are: Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. Our <a href="https://alpaca.markets/blog/alpaca-raises-150-million-at-a-1-15b-valuation-to-build-the-global-standard-for-brokerage-infrastructure/">recent Series D funding round</a> brought our total investment to over $320 million, fueling our ambitious vision. Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 9 million brokerage accounts. Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it. Alpaca is proudly backed by top-tier global investors, including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Unbound, SBI Group, Derayah Financial, Elefund, and Y Combinator. Our Team Members: We're a dynamic team of 380+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond! We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply.</div>Your Role As a Customer Success Manager at Alpaca’, you are the front line in our pursuit of enabling financial markets access for everyone on the planet. You'll work with our UK and EU partners (customers) from contract signature through renewal, ensuring they have a positive experience leading to successful outcomes. This role supports Alpaca's B2B offerings in the UK and EU helping partners launch and scale FCA-regulated investment, savings, and trading propositions across the UK and Europe. You will be part of the Customer Success team and work closely with Sales, Product, Operations, and our Broker-Dealer to ensure partners get the most out of Alpaca’s APIs and custody services. Things You Get to Do <ul> <li>Act as the primary point of contact for a portfolio of B2B/enterprise partners across the UK and Europe (e.g. wealth, neo-broker, embedded-investing, and fintech app builders), accountable for healthy, trusted relationships from launch through renewal.</li> <li>Own the full partner lifecycle post-signature: onboarding support, activation, adoption, expansion, and renewal.</li> <li>Run regular partner meetings to understand business priorities, monitor progress against key results, and proactively identify and mitigate risk (relationship, commercial, operational, regulatory).</li> <li>Become deeply knowledgeable on the Alpaca UK / EU APIs and product suite, and be able to explain to partners how to use our APIs to build and grow their propositions.</li> <li>Manage day-to-day partner queries through the service desk / ticketing system, coordinating across internal teams (Engineering, Operations, Compliance, Broker-Dealer) to deliver timely, accurate responses.</li> <li>Write meeting minutes, track action points to closure, and keep internal stakeholders informed on account status, health, and risk.</li> <li>Deliver QBRs and executive reviews that align partner goals to platform outcomes, and serve as a trusted advisor to partner leadership teams.</li> <li>Work with partners to forecast growth (AUM, accounts, volumes) and to identify and monitor progress towards shared goals.</li> <li>Drive adoption of new and existing Alpaca features among our Live UK partners.</li> <li>Identify and disseminate best practices, common pitfalls, and partner trends; feed insights back to Product and Sales to influence roadmap priorities.</li> <li>Review and continuously improve internal and external processes for the UK Client Relationship function.</li> <li>Manage escalations, internally and externally, with empathy and urgency.</li> <li>Ad-hoc duties and responsibilities as assigned.</li> </ul> Who You Are (Must-Haves) <ul> <li>3+ years of experience in a customer success, relationship management, or client services role at a financial services, fintech, or B2B SaaS company.</li> <li>Working knowledge of UK financial products (e.g. GIA, ISA, SIPP, equities, ETFs, FX, custody) - enough to engage credibly with partners on day one and reduce ramp-up time.</li> <li>Understanding of, and comfort with, key technology concepts such as SaaS and APIs; able to read API documentation and translate it into partner-friendly guidance.</li> <li>Strong people skills and the ability to build and maintain relationships, internally and externally, across different stakeholders (engineering, commercial, compliance, executive).</li> <li>Excellent verbal and written communication; comfortable writing minutes, status updates, and executive-ready summaries.</li> <li>Based in the UK or EU (or able to work UK / GMT–CET business hours in a remote setup).</li> <li>A high level of self-motivation, initiative, and ownership; able to self-manage time and obligations in a remote-first team.</li> <li>A dedicated interest in Alpaca's mission to enable financial services access to everyone on the planet.</li> <li>Team player who thrives on transparency and being relentlessly partner-first. We move fast, support each other, and aim to grow together.</li> </ul> Who You Might Be (Nice-to-Haves) <ul> <li>Direct experience at a UK broker-dealer, custodian, wealth platform, or embedded-investing provider.</li> <li>FCA-regulated environment experience, or familiarity with CASS, COBS, or SMCR.</li> <li>Exposure to both startups and larger institutions.</li> <li>Startup mindset for a fast-paced, high-growth environment.</li> <li>Experience working with international B2B clients.</li> <li>Proficiency with Microsoft Office / Google Workspace and modern collaboration tools (Slack, Jira, ticketing systems).</li> </ul><div class="content-conclusion"><h3>How We Take Care of You:</h3> <ul> <li style="font-weight: 400; text-align: justify;">Competitive Salary & Stock Options</li> <li style="text-align: justify;">Health Benefits</li> <li style="font-weight: 400; text-align: justify;">New Hire Home-Office Setup: One-time USD $500</li> <li style="font-weight: 400; text-align: justify;">Monthly Stipend: USD $150 per month via a Brex Card</li> </ul> Alpaca is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce. <a href="https://files.alpaca.markets/disclosures/AlpacaRecruitmentPrivacyPolicy.pdf">Recruitment Privacy Policy</a></div>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...