Implementation & Customer Success Specialist

Location

United States

Posted

2 days ago

Salary

0

Seniority

Mid Level

No structured requirement data.

Job Description

Implementation & Customer Success Specialist

IPID

Role Description - Pre-Sales (25%) - Support sales team in client-facing pre-sales activities, acting as a trusted partner to prospects. - Assist in preparing demos, presentations, and technical documentation to help secure client sign-ups. - Collaborate with senior specialist to understand client requirements and translate them into actionable solutions. - Implementation (25%) - Assist in the implementation of iPiD’s solutions, ensuring smooth onboarding and integration for clients. - Work with clients to gather requirements and support technical setup, focusing on APIs and workflows. - Coordinate with Technology and Product teams to support integration tasks and troubleshoot basic issues. - Document lessons learned and contribute to internal knowledge-sharing resources. - Customer Success (50%) - Serve as a primary point of contact for clients post-implementation, fostering long-term relationships and client satisfaction. - Deliver ongoing training, enablement sessions, and best-practice guidance to help clients maximize the value of iPiD’s solutions. - Monitor client usage data and feedback to identify pain points, opportunities for improvement, and potential expansion. - Proactively identify and escalate client issues or risks to senior team members before they impact client experience. - Support retention and advocacy efforts by ensuring clients achieve measurable success with iPiD’s solutions. Qualifications - Minimum 2 years of experience in client-facing/customer success roles preferably within the fintech or financial services sector. - At least 1 year of experience working with APIs and web-based software (SaaS). - Strong understanding of software development lifecycle and technical implementation processes. - Strong pre-sales and client relationship management experience, beyond ticketing or customer service. - Familiarity with APIs, databases, and cloud technologies. - Proficient in project management tools and methodologies. - Excellent problem-solving skills and a customer-first approach. - Strong communication skills in English, with the ability to communicate technical concepts to non-technical stakeholders effectively. - Ability to manage multiple projects and priorities simultaneously. - Demonstrated ability to manage multiple customer relationships simultaneously. - Driven and proactive with a strong attention to detail. - Self-starter with the ability to work independently while being a reliable and collaborative team player. - Experience working in a globally distributed start-up or high-growth environment is a plus. - Applicants must have valid work authorization for the location in which this position is based. Benefits - Meaningful Impact – Play a key role in shaping the future of trusted cross-border payments and fraud prevention, helping solve critical challenges for financial institutions and businesses worldwide. - Learn from experienced industry leaders – Join a team with deep expertise across payments, fintech and technology, and gain exposure to global customers and markets. - Ownership & Growth – Join a fast-growing global fintech where your contributions are visible and valued, with the opportunity to participate in our Employee Stock Option Plan (ESOP) and share in our long-term success.

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