Customer Success Manager

• Design and deliver structured onboarding sessions for new Flowt subscribers
• Guide early-stage users through the platform’s core features including financial data capture, AI-generated reports, and financing workflow tools
• Create and maintain training materials including walkthroughs, FAQs, and short-form video guides
• Tailor onboarding experiences to different user types and levels of digital and financial literacy
• Serve as the first line of support for subscriber questions across channels (email, WhatsApp, platform messaging)
• Diagnose and resolve platform issues, guiding users through technical and process-related challenges
• Track and report on support volumes, resolution times, and recurring pain points
• Monitor the subscriber pipeline to identify users who are inactive, stuck, or at risk of dropping off
• Develop and execute re-engagement strategies for subscribers who have not completed onboarding or key platform milestones
• Collaborate closely with product, engineering, and operations teams to improve the subscriber experience

Customer Success Agent

• Build and scale multi-channel lifecycle programmes
• Design onboarding, retention, churn prevention, and upsell journeys across SMS, WhatsApp, push, and in-app messaging
• Design behavioural trigger-based upsell systems
• Run rigorous experiments
• Own retention economics
• Scale what works across markets

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Customer Success Agent

Senior CRM Manager – Lifecycle & Retention