Client Success Specialist II

About the Opportunity

The organization is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest.

About the Revenue Team

The Revenue team drives the organization's top-line growth through strategic partnerships, pricing, and go-to-market execution. The team acquires, retains, and expands merchant relationships across eCommerce, in-store, telesales, and the organization's app. The team leads onboarding, relationship management, and performance optimization to help partners succeed. The team delivers value-added solutions, drives adoption, and supports long-term business growth by connecting merchants and consumers through the organization's products.

About the Role

A dynamic and experienced Client Success Specialist II (CSM) is sought to join the team. The ideal candidate will have 3-5 years of proven client experience, preferably in the financial technology sector. The CSM will be instrumental in maintaining client relationships, ensuring satisfaction, and fostering revenue growth.

What You’ll Do

• Deliver a proactive client management strategy to encourage growth & retention with merchant partners.
• Identify & execute upsell and cross-sell opportunities across a broad portfolio to enhance client value and devise strategies to capitalize on them.
• Provide prompt and effective support to address client needs and inquiries.
• Conduct regular performance reviews and gather client feedback.
• Collaborate with internal teams to resolve client issues and requests promptly.
• Stay abreast of industry trends and market developments to anticipate client needs.
• Collaborate cross-functionally to execute strategies to support clients.
• Maintain alignment between client goals and internal priorities and deliverables.
• Demonstrate resourcefulness and flexibility in navigating changing environments.
• Maintain a thorough understanding of the organization's products and services to provide accurate information and support to clients.

What We Look For

• Bachelor's degree with at least 3-5 years of account management experience, preferably in the financial technology industry.
• Excellent written and verbal communication skills.
• Strong interpersonal skills and ability to build rapport with clients and stakeholders.
• Self-motivated, proactive, and able to work independently or as part of a team.
• Comfortable in fast-paced, high-pressure environments managing multiple priorities.
• Proficiency in CRM software and Google Suite.
• Knowledge of marketing technologies and e-commerce preferred.

Additional Information

• Base pay is part of a total compensation package that may include equity rewards, monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents.)
• USA On Target Earnings (CA, WA, NY, NJ, CT) per year: $112,500 - $137,500
• USA On Target Earnings (all other U.S. states) per year: $100,000 - $125,000
• Visa sponsorship is not available for this position.
• The organization is proud to be a remote-first company! The majority of roles are remote and you can work almost anywhere within the country of employment. Employees in proximal roles have the flexibility to work remotely, but will occasionally be required to work out of their assigned office. A limited number of roles remain office-based due to the nature of their job responsibilities.
• Competitive benefits are offered that are anchored to the core value of people come first. Some key highlights of the benefits package include:
• Health care coverage - The organization covers all premiums for all levels of coverage for you and your dependents.
• Flexible Spending Wallets - generous stipends for spending on Technology, Food, various Lifestyle needs, and family forming expenses.
• Time off - competitive vacation and holiday schedules allowing you to take time off to rest and recharge.
• ESPP - An employee stock purchase plan enabling you to buy shares of the organization at a discount.

Additional Information

The organization believes It’s On Us to provide an inclusive interview experience for all, including people with disabilities. Reasonable accommodations are happy to be provided to candidates in need of individualized support during the hiring process.

The hiring company is an equal opportunity employer committed to building a diverse and inclusive team.