This position serves as a bridge between sales, project delivery, and ongoing client relations, ensuring customer satisfaction throughout the entire process.

Key Responsibilities:

• Client Onboarding and Implementation: Guide clients through the initial setup and integration of the API, ensuring a smooth transition from sales to active usage.

• Project Coordination: Collaborate with internal teams to oversee project delivery, ensuring timelines and client expectations are met.

• Relationship Management: Maintain regular communication with clients to address concerns, provide updates, and ensure their needs are being met.

• Customer Advocacy: Act as the client’s advocate within the company, conveying their feedback and needs to relevant departments.

• Upselling and Cross-selling: Identify opportunities to introduce additional services or features that could benefit the client.

Qualifications:

• Experience: Previous experience in customer success, account management, or a related role within the fintech industry.

• Communication Skills: Strong verbal and written communication abilities to effectively interact with clients and internal teams.

• Project Management: Ability to manage multiple projects simultaneously, ensuring timely and successful delivery.

• Problem-Solving: A proactive approach to identifying and resolving issues that may arise during project delivery.

• Technical Aptitude: While not necessarily a technical role, a basic understanding of APIs and account aggregation processes is beneficial.

This role is crucial in ensuring that clients receive the support and guidance they need from the initial sales process through to project completion and beyond, fostering long-term relationships and customer satisfaction.