Fintech Customer Success Champion

Placements24; Willows (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

Placements24 is seeking a proactive Customer Success Advocate for a fintech client in California. You will build strong relationships with a portfolio of clients, understand their objectives, and drive adoption of our financial solutions to ensure success.

You will onboard new clients with comprehensive training, monitor client health, and conduct business reviews. Collaboration with sales, product, and support teams is essential to deliver a seamless client experience and advocate for client

Qualifications

• 2–3 years of experience in customer success, preferably in fintech or SaaS.

Responsibilities

• Develop and maintain strong relationships with a portfolio of key clients.
• Understand client objectives and drive adoption of our solutions.
• Onboard new clients with platform guidance and training.
• Monitor client health and identify engagement opportunities.
• Address inquiries and serve as primary contact.
• Conduct regular business reviews to demonstrate value.
• Collaborate with sales, product, and support teams for a seamless experience.
• Gather client feedback to inform product improvements.
• Advocate for client needs within the organization.
• Track and report key client success metrics.

Job description

Placements24 is seeking a proactive Customer Success Advocate for a fintech client in California. You will build strong relationships with a portfolio of clients, understand their objectives, and drive adoption of our financial solutions to ensure success.

You will onboard new clients with comprehensive training, monitor client health, and conduct business reviews. Collaboration with sales, product, and support teams is essential to deliver a seamless client experience and advocate for client