Client Success Lead
Core
Manage the operational lifecycle of enterprise fintech clients to ensure adoption, scaling, and regulatory compliance of Pave's programmable banking platform.
Role type
Senior Client Success Lead (Enterprise Fintech)
Builds
Client adoption workflows, operational efficiency solutions, and revenue retention strategies for business banking clients.
Domain
Fintech / Digital Banking / SaaS
Deliverable
client delivery
Required skills
Enterprise account management, operational problem-solving, risk and compliance integration, data-driven decision-making, cross-functional collaboration, strategic upsell/cross-sell, workflow optimization
Preferred skills
Mandarin fluency, global portfolio management, experience in high-growth environments
Technologies
Financial health score analytics, operational documentation systems
Responsibilities
Proactively identify opportunities to improve client adoption and operational efficiency; Build trusted relationships with client stakeholders to ensure high-quality service; Support initiatives driving Net Revenue Retention (NRR) and identify expansion opportunities; Identify operational bottlenecks and implement scalable solutions; Act as the "voice of the customer" to influence the product roadmap; Monitor client usage patterns and health scores to make proactive decisions; Design and optimize Client Success workflows and playbooks.
