Client Success Lead
Posted Updated
Description
You will manage client relationships from onboarding through ongoing support and operational optimization. You will improve client adoption and service delivery, identify expansion opportunities, monitor client health, and work with engineering, operations, compliance, and risk stakeholders to maintain regulatory integrity.
Responsibilities
- Improve client adoption and operational efficiency
- Build trusted relationships with client stakeholders
- Support net revenue retention through client engagement and product adoption
- Identify cross-sell and upsell opportunities
- Identify operational bottlenecks and implement scalable solutions
- Build operational documentation and knowledge bases
- Represent client needs to Engineering, Operations, and Compliance teams
- Ensure client activities and expansions align with regulatory standards
- Monitor client usage patterns and health scores
- Optimize Client Success workflows and playbooks
Requirements
- 6+ years of experience in client success or account management with enterprise or fintech clients
- 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
