Client Success Specialist II

Job Description

REQUIREMENTS

• Bachelor’s degree with at least 3-5 years of account management experience, preferably in the financial technology industry.
• Excellent written and verbal communication skills.
• Strong interpersonal skills and ability to build rapport with clients and stakeholders.
• Self-motivated, proactive, and able to work independently or as part of a team.
• Comfortable in fast-paced, high-pressure environments managing multiple priorities.
• Proficiency in CRM software (e.g., Salesforce) and Google Suite.
• Knowledge of marketing technologies and e-commerce preferred.

RESPONSIBILITIES

• Deliver a proactive client management strategy to encourage growth & retention with our merchant partners.
• Identify & execute upsell and cross-sell opportunities across a broad portfolio to enhance client value and devise strategies to capitalize on them.
• Provide prompt and effective support to address client needs and inquiries.
• Conduct regular performance reviews and gather client feedback.

• Collaborate with internal teams to resolve client issues and requests promptly.
• Stay abreast of industry trends and market developments to anticipate client needs.
• Collaborate cross-functionally to execute strategies to support clients.
• Ensure alignment between client goals and internal priorities and deliverables.
• Demonstrate resourcefulness and flexibility in navigating changing environments.
• Maintain a thorough understanding of company products and services to provide accurate information and support to clients.

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