Implementation & Customer Success Specialist

Core Responsibilities

• Support sales team in client-facing pre-sales activities, acting as a trusted partner to prospects.
• Aid in preparing demos, presentations, and technical documentation to help secure client sign-ups.
• Collaborate with senior specialists to understand client requirements and translate them into actionable solutions.
• Aid in the implementation of iPiD’s solutions, ensuring smooth onboarding and integration for clients.
• Work with clients to gather requirements and support technical setup, focusing on APIs and workflows.
• Collaborate with Technology and Product teams to support integration tasks and troubleshoot basic issues.
• Document lessons learned and contribute to internal knowledge-sharing resources.

Requirements

• Minimum 2 years of experience in client-facing/customer success roles, preferably within the fintech or financial services sector.
• At least 1 year of experience working with APIs and web-based software (SaaS).
• Strong understanding of software development lifecycle and technical implementation processes.
• Strong pre-sales and client relationship management experience, beyond ticketing or customer service.
• Familiarity with APIs, databases, and cloud technologies.
• Proficient in project management tools and methodologies.
• Excellent problem-solving skills and a customer-first approach.
• Strong communication skills in English, with the ability to communicate technical concepts to non-technical stakeholders effectively.
• The ability to manage multiple projects and priorities simultaneously.
• Demonstrated ability to manage multiple customer relationships simultaneously.
• Experience working in a globally distributed start-up or high-growth environment is a plus.

Qualifications

• Valid work authorization for the location in which this position is based.