Customer Success Manager, SME & Growth
Core
Drive customer activation, retention, and growth for B2B global businesses on a unified payments and financial platform.
Role type
Customer Success Manager (SME & Growth)
Builds
Customer onboarding journeys, account health, and product adoption for global enterprises
Domain
Fintech / Global Payments / B2B SaaS
Deliverable
product features
Required skills
B2B customer success, client onboarding, account management, cross-functional collaboration, data analysis, risk identification, product feedback integration
Preferred skills
Cross-border payments experience, KYC/KYB processes, B2B operations, risk control
Technologies
Salesforce, internal case management systems
Responsibilities
Manage new customer onboarding from activation to first three transactions; proactively service existing accounts to boost satisfaction; collaborate with sales and marketing to identify high-potential clients; partner with ops, risk, and product teams to mitigate risks and drive feature improvements; manage KYC/KYB/RFI cases in Salesforce to ensure SLA compliance and data accuracy.
