Implementation and Customer Success Specialist

Job Summary

To support a growing fintech startup, the full-time remote Implementation and Customer Success Specialist will manage pre-sales activities, assist in client onboarding and integration, and serve as a primary contact for post-implementation client success.

Key responsibilities

• Support sales team in client-facing pre-sales activities, including preparing demos and technical documentation
• Assist in the implementation of solutions, ensuring smooth onboarding and integration for clients
• Serve as a primary point of contact for clients post-implementation, delivering ongoing training and support

Required qualifications

• Minimum 2 years of experience in client-facing/customer success roles, preferably in fintech or financial services
• At least 1 year of experience working with APIs and web-based software (SaaS)
• Strong understanding of the software development lifecycle and technical implementation processes
• Proficient in project management tools and methodologies
• Ability to manage multiple customer relationships and projects simultaneously