Customer Success Specialist

Put your license to work in the financial services industry.Join Pave Finance as a Customer Success Specialist supporting RIAs and advisors as they onboard, grow, and scale their practices. Bring your SIE and Series 7 and your passion for great client service. Based in Dallas, TX, with relocation to the Dallas area expected during the first half of 2027 for any remote hire.What You Will Do

• Serve as a point of contact for advisor and RIA inquiries.
• Support onboarding, connections, platform setup, and daily operational requests.
• Coordinate across internal teams and resolve issues within service level agreements.
• Share Voice of Advisor feedback and help improve workflows.What You Will Need
• 0-2 years in financial services (RIA, broker dealer, or fintech).
• Active SIE and Series 7 licenses. Series 66 a plus, not required.
• Detail oriented, tech savvy, and passionate about client service.
• Excellent communication and multitasking skills.Why Join Us
• Hands on fintech experience with direct advisor impact.
• Growth opportunities as the team and platform scale.
• Competitive pay, benefits, and startup culture.