Serve as primary contact for new customers during implementation.
Guide customers through setup and training for onboarding.
Monitor customer progress to ensure adoption and timely activation.
Collaborate with support, engineering, sales, and product teams to resolve complex issues.
Handle a large volume of phone and email inquiries.
Build customer loyalty by delivering exceptional service.

🎯 Requirements

3+ years in a customer-facing role; Salesforce proficiency
Data-driven approach to customer engagement and success
Excellent listening, problem-solving, and communication skills
Ability to manage multiple responsibilities with strong attention to detail
Salesforce, SQL, data analysis, and reporting experience preferred
Fintech/spend management tech experience is a plus

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