Client Success Associate

You will optimize client-success workflows, support client onboarding and adoption, monitor portfolio health, and identify expansion opportunities. You will collaborate with technology, operations, risk, and compliance stakeholders to address client priorities and ensure activities meet regulatory standards.

Responsibilities

• Design, implement, and optimize Client Success workflows
• Execute retention strategies and identify upsell and cross-sell opportunities
• Build onboarding and long-term adoption playbooks
• Represent client needs to Technology, Operations, and Compliance teams
• Ensure client activities and expansions align with regulatory standards
• Monitor client usage patterns and health scores

Requirements

• 3+ years of experience in customer relations, client success, account management, or a strategic client-facing role
• Experience in banking, digital banking, fintech, SaaS, or software
• Experience working within risk and compliance frameworks
• Data analysis using financial projections and health scores
• Experience managing international portfolios
• Communication and negotiation skills
• Fluent English

Benefits

• Equity in the company