Implementation, Customer Success Specialist

iPiD

Implementation & Customer Success Specialist providing client training and support for fintech solutions deployment. Collaborating with sales and technical teams for successful onboarding and customer satisfaction.

Posted 7/14/2026full-timeRemote • New Jersey • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client-facing roles, particularly in the fintech sector, with a strong focus on API integration, project management, and customer relationship management. Capable of delivering technical solutions and training while fostering long-term client satisfaction and success.

Highest-signal resume keywords

Client Relationship ManagementAPI IntegrationProject ManagementPre-Sales SupportTechnical Documentation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

APIWeb-Based SoftwareSaaSSoftware Development LifecycleTechnical ImplementationDatabasesCloud TechnologiesProblem-SolvingTechnical SetupClient Onboarding

Soft Skills

Strong CommunicationAttention to DetailProactiveSelf-StarterCollaborative

Tools & Technologies

Project Management Tools

Industry Keywords

FintechCustomer SuccessClient-FacingHigh-Growth EnvironmentRetentionAdvocacy

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

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.
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 contributed to internal knowledge-sharing resources.
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.

Requirements

What you’ll need

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

Comp & perks

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.