Senior Customer Success Manager

4 weeks ago

London, United Kingdom OpenPayd Services Ltd Full time

Commercial and Core Clients Business – Customer Success & Implementation /
OpenPayd is a leading global payments and banking-as-a-service platform for the digital economy. Through its API-driven technology, businesses can embed financial services into their products and create the seamless user experiences needed to drive business growth.
OpenPayd’s platform removes the need to contract with multiple providers for different services and across different markets. Instead, businesses can access accounts, FX, international and domestic payments, and Open Banking services globally via a single API integration. Our mission is to ‘To open up banking and payments for business globally, through a modular platform’. We believe that all businesses regardless of their scale or industry should be able to leverage the best payment and banking services. We believe in providing our services through a simple, flexible, and scalable platform.
Updating or amending the OpenPayd platform / back-office when required
Building relationships with our existing clients in order to meet revenue forecasts, increase the revenue and their satisfaction
Establishing and maintaining long term customer relationships providing best practice advice to improve their operations and initiatives and monitoring outcomes for OpenPayd
Initiating and participating in account planning sessions with both internal teams and client's key stakeholders
Monitoring client communication channels and proactively assisting customers
Working alongside the Head of Customer Success and Head of revenue on customer success operational efficiencies
Driving change through optimisations and CS team improvements projects
Have at least 8 years' experience in FX/Banking/Cross-border Payments and or Financial Technologies or relevant with similar clients verticals (Financial Institutions, Banking, Crypto, SAAS, Gaming / FX Providers)
Proficiency in Microsoft Office
Proficiency in modern office place communications and project management tools (Slack/Trello/HubSpot etc…)
Proficiency in CRMs – Salesforce preferably
A general understanding of Bank Transfer
Ability to drive projects and lead operational efficiency through proposing new solutions
Strong understanding of Salesforce reporting and client management
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