Customer Success Assistant engaging with clients through various platforms. Supporting store teams and addressing customer needs focused on relationship building and satisfaction.
About the role
- Client Success Manager leading Client Success strategy and growth for Pave Bank's global client portfolio. Shaping customer experiences and retention through strategic oversight and leadership.
Responsibilities
- Define the Global Strategy: Drive the long-term strategy for the Client Success organization, ensuring alignment with Pave Bank’s overall revenue and product goals.
- Expansion Pipeline: Own the commercial strategy for identifying, qualifying, and closing expansion revenue opportunities (upsell and cross-sell) within the existing client base, managing the Client Success pipeline, and targets.
- Monetization & Adoption: Lead high-stakes commercial negotiations with enterprise accounts to secure long-term, profitable partnerships, accelerate product adoption, and feature utilization.
- Client Success Excellence: Design, implement, and optimize the Client Success workflow and strategies to drive efficiency and data-driven decisions. Contribute to internal knowledge-sharing and help build the playbooks for onboarding, adoption, and revenue generation.
- Voice of the Client: Act as the voice of the customer internally, working directly with the Tech, Operations, and Compliance leaders to influence the product roadmap and prioritize client-critical initiatives.
Requirements
- Experience: 8+ years of progressive experience in Commercial, Client Success, Account Management, or a strategic client-facing role, with 3+ years managing and scaling teams (preferably in a global capacity).
- Track Record: Proven ability to define and execute a high-growth Client Success strategy that resulted in documented success in NRR/retention within a complex FinTech, SaaS, or digital banking environment.
- Domain Expertise: Deep understanding of the financial technology landscape, including digital assets, crypto, Web3, and technology-driven financial infrastructure.
- Leadership Qualities: Exceptional executive presence, communication, and negotiation skills, capable of influencing senior leaders both internally and externally.
- Data & Analytics: Highly analytical and comfortable using data (usage patterns, health scores, financial projections) to make strategic, operational, and resourcing decisions.
Benefits
- The opportunity to shape the future of programmable banking and define new standards for global business finance.
- A mission-driven, diverse, and international team with deep domain expertise and a passion for innovation.
- Competitive compensation and benefits package.
- Equity in the company—so you're aligned with our growth and success.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
CRM Analyst supporting marketing campaigns for a major jewelry brand in Brazil. Collaborating with teams to analyze customer behavior and optimize CRM strategies.
Senior Client Success Manager managing high - value accounts and driving client satisfaction for healthcare providers. Ensuring effective platform engagement and retention in a high - growth startup environment.
Senior Microsoft Dynamics 365 CRM Consultant leading design, configuration, and deployment of CRM solutions. Collaborating with stakeholders to translate requirements into scalable CRM systems.
Senior Customer Success Manager responsible for developing relationships with prestigious law firms. Focusing on strategic partnerships and driving customer expansion in the legal tech industry.
Customer Success Manager ensuring successful campaign execution at Arizent, bridging sales and client support roles. Collaborating across teams for effective project management and client satisfaction.
Founding Customer Success Manager defining post - sales lifecycle for an AI - driven legal tech company. Leading customer success initiatives with mid - to - large law firms to ensure adoption and value.
Manager Customer Success at LegalPlace simplifying legal processes for businesses and individuals. Focused on team performance, client satisfaction, and data - driven improvements.
Enterprise Customer Success Manager responsible for scaling customer success at AthenaHQ. Building long - term partnerships and shaping a proactive customer - centric culture in a growing AI company.
Customer Success Specialist managing client relationships and driving satisfaction for SaaS pay equity solutions. Ensuring customer onboarding, product adoption, and strategic success through collaboration with internal teams.