Early Life Specialist
Core
Onboarding and supporting newly boarded customers to ensure successful first transactions within the first 30-90 days.
Role type
Customer success specialist (payments)
Builds
Customer onboarding workflows and early-stage support for payment service users
Domain
Fintech / Payments
Deliverable
client delivery
Required skills
Customer relationship management, CRM data management, issue identification and escalation, product knowledge, troubleshooting, Microsoft Excel
Preferred skills
Experience with virtual terminals, eCommerce platforms, Point of sale systems, experience in ecommerce, payments, or fintech industries
Responsibilities
Contact newly boarded customers via phone and email as part of the welcome process, monitor customer progress in their first 30-90 days, identify common early stage issues and liaise with relevant departments, maintain customer records in the CRM, conduct scheduled follow ups and offer support or troubleshooting
Seniority
Individual contributor, routine to moderately complex assignments
