Client Success Specialist

Job Summary

To support client relationships and drive revenue growth, the full-time remote Client Success Specialist II will manage client accounts, execute upsell strategies, and provide effective support to merchant partners.

Key responsibilities

• Deliver proactive client management strategies to foster growth and retention
• Identify and execute upsell and cross-sell opportunities to enhance client value
• Conduct regular performance reviews and collaborate with internal teams to address client needs

Required qualifications

• Bachelor's degree with 3-5 years of account management experience, preferably in financial technology
• Proficiency in CRM software (e.g., Salesforce) and Google Suite
• Knowledge of marketing technologies and e-commerce preferred
• Self-motivated and able to work independently or as part of a team
• Comfortable in fast-paced environments managing multiple priorities