Customer Success Manager
3 weeks ago
How will you add value to the OpenPayd journey?
Maintaining a portfolio of existing or new corporate customers Updating or amending the OpenPayd platform / back-office when required Managing the delivery of issues solved by the operations team 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 Capturing new customer requirements in order to improve revenue and satisfaction Monitoring client communication channels and proactively assisting customers Liaising with other departments where appropriate to deliver end-to-end client success 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
The ideal candidate will have the following:
Have at least 2 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) Min 5 years experience within client facing role - operating with corporate clients Experience working directly with customers from a variety of backgrounds A basic understanding APIs 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 Foreign Exchange A general understanding of Bank Transfer / Fintech industry A willingness to engage with customers and to go above and beyond to deliver Ability to drive projects and lead operational efficiency through proposing new solutions Self-driven & motivated individual Strong understanding of Salesforce reporting and client management Excellent communication skills able to handle challenging conversations and communicate persuasively at C-level-
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