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fintech customer success saas onboarding implementationπ Description
- Own a rolling book of 20β30 active implementations, balancing risk and impact.
- Lead 1β2 implementation and training sessions per customer on key workflows.
- Guide founders through Mercury banking, IO, and core financial workflows.
- Prioritize across customers with varying needs, timelines, and complexity.
- Monitor usage signals, feedback, and data to spot risk and opportunities.
- Turn observations into actionable insights for Product, Sales, and teams.
π― Requirements
- 3+ years leading customer-facing implementations or enablement in SaaS/fintech.
- Comfort facilitating calls with founders/operators, guiding decisions and outcomes.
- Strong judgment to prioritize what matters most in high-impact moments.
- Interpret customer signals, usage data, and metrics to inform prioritization.
- Collaborate across Sales, Product, and downstream teams to advocate for customers.
- Take ownership and follow through across teams even without a playbook.
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