Customer Success Specialist - PMI
Core
End-to-end customer lifecycle management for SMBs using a unified financial operating system, focusing on onboarding, retention, and value growth.
Role type
Customer Success Specialist (SMB SaaS)
Builds
A unified financial platform integrating invoicing, payments, treasury, and accounting for Italian SMEs and accounting firms.
Domain
Financial Technology (FinTech) for Small and Medium-sized Enterprises (SMBs)
Deliverable
Production ML models | product features | dashboards & analysis | client delivery
Required skills
Customer lifecycle management, onboarding, churn prevention, upselling/cross-selling, data-driven decision making, process improvement
Preferred skills
B2B SaaS experience, startup environment familiarity, Notion, Slack, HubSpot
Technologies
Notion, Slack, HubSpot
Responsibilities
Lead new customer onboarding and platform configuration, build long-term client relationships, monitor user behavior to prevent churn, identify upselling opportunities, gather product feedback, track customer KPIs and prepare performance dashboards, define scalable CS processes
Seniority
Mid-level, hands-on IC
