Client Success Representative

Equabli, inc.; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

A fast-growing fintech company is seeking a proactive Client Success Representative to enhance client experiences and drive retention. This remote role involves managing client accounts, facilitating onboarding, and collaborating with internal teams to ensure satisfaction and success.

Benefits

Competitive salary and benefits

100% remote, flexible work environment

Opportunities for career growth

Collaborative team culture

Qualifications

• Experience in a SaaS or B2B environment.
• Ability to manage multiple accounts simultaneously.

Responsibilities

• Lead client onboarding and implementation processes.
• Manage customer accounts and drive product adoption.
• Conduct strategic business reviews and monitor account health.

Skills

Customer success

Account management

Communication

Analytical thinking

Education

Bachelor’s degree in business

Bachelor’s degree in communications

Bachelor’s degree in project management

Job description

About Equabli

Equabli is transforming the collections and recoveries landscape through modern, data-driven solutions. Our mission is to create a healthier credit ecosystem by empowering financial institutions, lenders, and debt buyers with technology that streamlines operations, enhances consumer engagement, and drives better outcomes. We’re a fast-growing fintech company with a collaborative culture and a commitment to excellence.

Position Overview

We are seeking a proactive and detail-oriented Client Success Representative to join our growing team. In this role, you will be a key point of contact for our clients, ensuring they have an exceptional experience with Equabli’s products and services. You will support onboarding, resolve day-to-day issues, and build strong relationships that drive retention and client satisfaction.This is a remote position, offering flexibility and the opportunity to work with a dynamic team across the U.S. and internationally.

Key Responsibilities

• Lead the setup and implementation process during client onboarding, ensuring a smooth handoff from the sales team and a strong start to the client relationship.
• Own and manage a portfolio of customer accounts, building trust and acting as their primary point of contact and advocate.
• Drive product adoption and client engagement by understanding their business goals and ensuring our platform delivers on those outcomes.
• Conduct proactive check-ins and strategic business reviews to share insights, product usage trends, and opportunities for expansion.
• Identify and support upsell, cross-sell, and renewal opportunities in partnership with the sales team.
• Collaborate closely with internal teams to deliver a seamless and high-quality customer experience across every touchpoint.
• Monitor account health metrics, address risk factors, and take action to reduce churn.
• Respond to customer issues and escalations with urgency, professionalism, and a solutions-oriented mindset.
• Contribute to the evolution of customer success playbooks, processes, and best practices as we scale.
• Provide feedback to the product team based on client needs and observed platform usage patterns.

Required Skills & Experience

• Customer success, account management, or client-facing role, preferably in a SaaS or B2B environment.
• Strong interpersonal and communication skills with the ability to build relationships at all levels of a client organization.
• Proven ability to manage multiple accounts simultaneously while maintaining strong attention to detail and responsiveness.
• An analytical thinker comfortable translating product usage and performance data into client insights and action plans.
• Bachelor’s degree in business, communications, project management, or a related field, or equivalent experience.

Preferred Qualifications

• Experience in fintech, credit, lending, or working in a high-growth startup environment.
• Familiarity with onboarding workflows, customer journey mapping, and retention strategies.
• Understanding of product-led growth or recurring revenue business models.

What We Offer

• Competitive salary and benefits
• 100% remote, flexible work environment
• Opportunities for career growth and professional development
• A supportive, mission-driven, and collaborative team culture