Job Overview
The Customer Success Manager is a strategic and supportive partner for our customers at every stage in their journey with us. Your responsibilities include the creation of policies and procedures that optimize the customer experience, as well as ensuring that our customers adhere to all the legal, regulatory, and company standards.
The ideal candidate is a seasoned problem solver with fintech account management and negotiation experience. This role requires high attention to detail and effective communication with our customers and partners.
Responsibilities for Customer Success Manager
Facilitate the collection of necessary data of our customers for internal and external compliance and onboarding review
Process milestones and set timelines for the clients and employees from sales to onboarding
Assist customers with software onboarding and compliance checks
Help onboard customers to partner systems if required
Establish clear customer retention goals and KPIs
Promote value through exceptional customer experience
Assist in creating training courses and educational materials
Review customer complaints and concerns and seek to improve the customer experience
Identify risks or non-conformity issues
Help design, improve and implement productive and efficient company policies
Create reports for senior management and external stakeholders
Qualifications
Hands-on experience with a variety of reporting operations and procedures
Good organizational and time-management skills with exceptional attention to details
Ability to multitask and manage multiple customers
Strong interpersonal and communication skills
Critical-thinker and problem-solver
Bonus if candidate has some knowledge and understanding of financial regulations and best practices in compliance (i.e. KYC, KYB, AML, etc.)
Bonus if candidate has experience with onboarding clients to SaaS platforms or financial services
Experience
Bachelor’s degree in law, business administration, or relevant field.
Previous professional experience in customer service or account management, ideally in fintech or financial services.
About Payment Labs
Payment Labs was created by a team of tech professionals dedicated to simplifying the payment process and giving smaller businesses and organizations the same resources as large enterprises. With easy-to-use Software-as-a-Service (SaaS) products, companies are able to quickly make global payments while staying in compliance with changing tax regulations and privacy laws. Payment Labs develops products that serve the specific payment needs of fast-growing industries, such as gaming, esports, influencer marketing, and the creator economy, that require fast and compliant solutions for businesses to pay people globally.
We’re building a team that is passionate about building the future of payments from businesses to individuals. The right fit is more important than the right resumé - we encourage people to apply even when all of the listed requirements are not met.
We are proud to be an equal opportunity employer open to all qualified applicants regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, veteran status, or any other legally protected status. We strongly believe that a diversity of perspectives, work experiences, lifestyles, and cultures creates an environment where true innovation and excellence can be nurtured and blossom.
Job Type: Full-time
Pay: $75,000.00 - $100,000.00+ per year depending on experience
Benefits:
Work from home
Life insurance
Dental insurance
Health insurance
Vision insurance
Unlimited paid time off
Schedule:
Monday to Friday