Client Success Lead

Role overview

Manage post-sale relationships with merchant clients, helping them get value from a financial technology partnership and supporting sustainable account growth. The role combines proactive account planning, day-to-day issue resolution, performance reviews, and coordination across internal teams.

Responsibilities

- Develop account strategies that support client retention, growth, and strong ongoing relationships. - Identify opportunities to expand client value through additional products or services, and plan how to pursue them. - Respond to client questions and requests, coordinating timely resolutions with relevant internal teams. - Review account performance regularly and collect feedback to understand client priorities and concerns. - Coordinate with internal partners to align deliverables with client goals and execute support plans. - Track market and industry developments to anticipate changing client needs, while maintaining current knowledge of the products offered.

Requirements

- Bachelor’s degree and 3–5 years of account management experience; financial technology experience is preferred. - Strong written and spoken communication skills, with the ability to build rapport with clients and stakeholders. - Proactive, self-directed approach and ability to work independently or with a team. - Able to manage competing priorities in a fast-moving, high-pressure environment. - Familiarity with CRM software and Microsoft Office tools.

Nice to have

Knowledge of marketing technology or e-commerce.

Benefits and work setup

The role is remote-first within the country of employment, with occasional office work possible and in-person onboarding. The listed package includes health coverage, monthly spending stipends, flexible time off, and an employee stock purchase plan.