Fintech - Customer Success Specialist
RiskPod, New York, NY, United States
My client, a nascent and well-funded Fintech, is looking for a Customer Success Specialist.
I need someone to:
Manage a portfolio of
5–7 strategic enterprise accounts , driving retention, client satisfaction, and long-term revenue growth through trusted advisory relationships and proactive account management. Act as the
primary executive contact for key stakeholders , aligning client goals with internal teams and ensuring successful product adoption and measurable business outcomes. Lead
monthly and quarterly business reviews (QBRs) , translating performance data into actionable insights, identifying operational gaps, and recommending strategic improvements. Partner cross-functionally with
Product, Operations, Compliance, and Sales
to resolve complex issues, streamline workflows, and improve overall customer experience. Identify
upsell and expansion opportunities
across enterprise accounts by analyzing usage trends, operational challenges, and evolving client needs. Build and implement
scalable client success processes and playbooks , improving team efficiency and shifting the organization from reactive support to proactive client partnership. Utilize
data analysis tools (SQL, Excel, BI platforms such as Looker/Tableau)
to transform client data into insights that influenced product improvements and operational decisions. Successfully manage
client escalations and critical issues , maintaining trust, controlling communications, and converting challenges into stronger partnerships. Generate
product and market insights from frontline client feedback , influencing roadmap priorities and helping drive customer-centric innovation. This is an exceptional mandate, up to $180K - please let me know if interested.
#J-18808-Ljbffr
5–7 strategic enterprise accounts , driving retention, client satisfaction, and long-term revenue growth through trusted advisory relationships and proactive account management. Act as the
primary executive contact for key stakeholders , aligning client goals with internal teams and ensuring successful product adoption and measurable business outcomes. Lead
monthly and quarterly business reviews (QBRs) , translating performance data into actionable insights, identifying operational gaps, and recommending strategic improvements. Partner cross-functionally with
Product, Operations, Compliance, and Sales
to resolve complex issues, streamline workflows, and improve overall customer experience. Identify
upsell and expansion opportunities
across enterprise accounts by analyzing usage trends, operational challenges, and evolving client needs. Build and implement
scalable client success processes and playbooks , improving team efficiency and shifting the organization from reactive support to proactive client partnership. Utilize
data analysis tools (SQL, Excel, BI platforms such as Looker/Tableau)
to transform client data into insights that influenced product improvements and operational decisions. Successfully manage
client escalations and critical issues , maintaining trust, controlling communications, and converting challenges into stronger partnerships. Generate
product and market insights from frontline client feedback , influencing roadmap priorities and helping drive customer-centric innovation. This is an exceptional mandate, up to $180K - please let me know if interested.
#J-18808-Ljbffr