Design, implement, and optimize Client Success workflows to drive efficiency and data-driven decisions.
Execute strategies to maximize Net Revenue Retention (NRR) and identify expansion opportunities (upsell/cross-sell) of the client portfolio.
Contribute to internal knowledge-sharing and build operational playbooks for client onboarding and long-term adoption.
Act as the "voice of the customer" internally, working directly with Tech, Operations, and Compliance teams to prioritize client-critical initiatives and influence the product roadmap.
Work closely with Risk and Compliance teams to ensure all client activities and expansions align with regulatory standards in a complex banking environment.
Monitor client usage patterns and health scores to make proactive operational and resourcing decisions.
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.

3+ years of progressive experience in Customer Relations, Client Success, Account Management, or a strategic client-facing role.
Proven track record in a complex Banking/ Digital Banking, FinTech, SaaS, or Software.
Hands-on experience working within Risk and Compliance frameworks to manage client portfolios safely.
Highly analytical and comfortable using data—such as financial projections and health scores—to drive operational results.
Ability to manage international portfolios and work effectively across diverse, global teams.
Exceptional communication and negotiation skills, with the ability to influence internal stakeholders and external client leaders.
Comfort working in a fast-paced, high-growth environment where agility is key.
Fluent in English; any additional languages are considered a bonus.

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.

Client Success Associate

Key skills