Client Success Specialist II

About This RoleAI processing…

Key Responsibilities

• 1
  Deliver a proactive client management strategy to encourage growth & retention with our merchant partners.
• 2
  Identify & execute upsell and cross-sell opportunities across a broad portfolio to enhance client value and devise strategies to capitalize on them.
• 3
  Provide prompt and effective support to address client needs and inquiries.
• 4
  Conduct regular performance reviews and gather client feedback.
• 5
  Collaborate with internal teams to resolve client issues and requests promptly.
• 6
  Stay abreast of industry trends and market developments to anticipate client needs.
• 7
  Collaborate cross-functionally to execute strategies to support clients.
• 8
  Ensure alignment between client goals and internal priorities and deliverables.
• 9
  Demonstrate resourcefulness and flexibility in navigating changing environments.
• 10
  Maintain a thorough understanding of company products and services to provide accurate information and support to clients.

Requirements

• 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 (e.g., Salesforce) and Google Suite.
• Knowledge of marketing technologies and e-commerce preferred.

Perks & Benefits