FinTech Customer Success Lead: Onboarding & Growth

Mocasa - Pay Later Anywhere; Manila; On-site; PHP 480,000 - 720,000; Full time

Job summary

Credit Kernel, a financial advertising and user acquisition platform, seeks a Customer Success Officer to drive client satisfaction and long-term success. You will manage relationships, support onboarding, and coordinate with internal teams to ensure smooth adoption of our products.

You will monitor customer health, track KPIs, handle escalations, and identify opportunities for account growth. The role requires strong communication, problem-solving, and collaboration with local and international

Qualifications

• Bachelor's degree in Business Administration, Communications, Management, IT, or a related field.
• 1–2 years of experience in Customer Success, Account Management, or related roles.
• Fintech/financial services experience is advantageous.
• Strong customer relationship management and stakeholder management skills.
• Excellent communication, presentation, negotiation, and problem-solving abilities.

Responsibilities

• Assist in managing the day-to-day operations of the Customer Success team.
• Build and maintain strong relationships with key customers, partners, and stakeholders.
• Support onboarding, implementation, training, and adoption of company products and services.
• Monitor customer health, engagement, satisfaction, and retention metrics.
• Identify opportunities for upselling, cross-selling, and account growth.
• Handle customer escalations and coordinate with internal teams to resolve issues promptly.
• Collaborate with Product, Operations, Risk, Compliance, Marketing, and technical teams to improve service delivery.
• Monitor SLAs and ensure compliance with policies.
• Prepare reports on customer success performance and insights.

Skills

CRM platforms

Stakeholder management

Communication skills

Problem solving

Data analysis

Onboarding

Team collaboration

Education

Bachelor's degree

Tools

Microsoft Office

Google Workspace

Job description

Credit Kernel, a financial advertising and user acquisition platform, seeks a Customer Success Officer to drive client satisfaction and long-term success. You will manage relationships, support onboarding, and coordinate with internal teams to ensure smooth adoption of our products.

You will monitor customer health, track KPIs, handle escalations, and identify opportunities for account growth. The role requires strong communication, problem-solving, and collaboration with local and international