Build and maintain strong relationships with key clients, understanding their business needs and ensuring our solutions align with their goals.
Guide clients through the onboarding process, providing training on our fintech products and services to maximize their utilization and value.
Initiate regular check-ins with clients to assess satisfaction, address concerns, and communicate product updates or enhancements.
Act as a liaison between clients and internal teams, facilitating the resolution of any issues or challenges promptly and effectively.
Identify opportunities for customer advocacy, such as testimonials, case studies, or referrals, to showcase successful partnerships.
Gather client feedback on our products and services, collaborating with the product team to drive continuous improvement.
Ability to gather high level business requirements for technical initiatives, ensuring effective communication of Amount’s value propositions to our clients.
Work closely with sales teams to ensure timely renewals and identify upsell opportunities based on client needs and usage.
Requirements
Minimum of 4 years in a customer-facing role, preferably in the fintech or financial services industry.
Strong understanding of financial concepts and a keen interest in staying updated on industry trends.
Excellent verbal and written communication skills, with the ability to convey complex information in a clear and concise manner.
Proven ability to analyze, troubleshoot, and solve problems effectively, ensuring a positive customer experience.
Ability to collaborate with cross-functional teams, including sales, product, and support, to deliver comprehensive solutions for clients.
A passion for customer success, with a proactive and customer-centric mindset.
Flexibility to adapt to a dynamic and fast-paced environment, with the ability to prioritize and manage multiple tasks simultaneously.
Benefits
Check them out HERE!
Applicant Tracking System Keywords
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