Skip to content

Search jobs inside your AI agent. ClaudeChatGPTCursorGrok Bot

Connect

Pave Bank

Client Success Lead

Posted Updated
Discussion

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
What Lead Customer Success jobs ask for — and how much of it you have →
Apply

See also

Customer Success jobs by country — openings, pay and top skills →