Quick overview
Job description
Main Job Responsibilities (including but not limited to):
- Regularly assess client needs through consistent and ongoing meetings and email correspondence
- Ensure client satisfaction through timely follow-ups, proactive communication, and strong relationship management
- Manage client expectations across all stages of the customer journey by leading meetings with confidence and providing clear updates and recommendations
- Distinguish between production support items and development/enhancement requests, and work with appropriate teams internally to address
- Oversee multiple client accounts and projects at once with strong attention to detail
- Ability to command a group of individuals in a room quickly and be assertive in a public environment
- Strong internal communication skills including ability to work with all levels of the organization (Executive team, IT, Sales, Marketing, Operations and Finance)
- Work both independently and collaboratively in a fast-paced, evolving environment
- Stay current on product functionality to support client onboarding and explain technical concepts clearly
Basic Qualifications:
- Bachelor’s degree in Business, Technology, or a related field, or equivalent work experience.
- Minimum of 4 years in a customer-facing role such as Customer Success, Account Management, or Consulting, managing mid-size or enterprise clients.
- Experience working within a SaaS company or technology-focused organization.
Recommended Skills and Experience:
- Strong communication and presentation skills with proven leadership in customer engagement scenarios.
- Capable of understanding business requirements and guiding customers toward best practices and actionable steps.
- Demonstrated success in planning and delivering engagements, problem-solving, and collaborating across teams.
- Experience working at a company operating in the payments space
- Excellent time management, organizational, and troubleshooting skills.
- Self-starter with a collaborative mindset and strong interpersonal skills
- Familiarity with CRM systems and customer success tools
- Willingness to travel up to 20% as needed
Location
- This role is onsite in a hybrid capacity out of our office (2x/week) in Philadelphia.
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