Pave Bank
FinTech
ClientSuccessLead
“Client Success Lead at Pave Bank. Skills: Client Success, Account Management, Operational Excellence. Manage operational lifecycle of client relationships. Ensure clients implement Pave's banking products”
What You'll Achieve.
Ensure clients derive maximum value; Maintain highest operational standards; Maintain highest regulatory standards
Industry & Context.
Operational problem-solving
What They're Looking For.
Must Have
6+ years experience in Client Success, 6+ years experience in Account Management, Experience managing enterprise clients, Experience managing fintech clients, Experience in complex operational environments, Experience in Banking/Digital Banking, Experience in FinTech, Experience in SaaS, Experience in Software, Hands-on experience with Risk and Compliance frameworks, Highly analytical, Comfortable using data to drive operational results, Ability to manage international portfolios, Ability to work effectively across global teams, Exceptional communication skills, Exceptional negotiation skills, Ability to influence internal stakeholders, Ability to influence external client leaders, Comfort working in a fast-paced environment, Comfort working in a high-growth environment, Agility is key
Nice to Have
Fluent in Mandarin, Additional languages are considered a bonus
What You'll Do.
Manage operational lifecycle of client relationships
Ensure clients implement Pave's banking products
Ensure clients operate Pave's banking products
Drive operational excellence across client workflows
Collaborate with Product teams
Collaborate with Engineering teams
Collaborate with Compliance teams
Collaborate with Risk teams
Maintain regulatory integrity
Own client relationships
Solve operational problems
Make data-driven decisions
Proactively identify opportunities to improve client adoption
Proactively identify opportunities to improve operational efficiency
trusted relationships with client stakeholders
Ensure a high-quality service experience
Support initiatives that drive Net Revenue Retention
Identify expansion opportunities
Identify cross-sell opportunities
Identify upsell opportunities
Identify operational bottlenecks
Implement scalable solutions to improve service delivery
Contribute to building internal operational documentation
Contribute to building internal knowledge bases
Act as the voice of the customer internally
Prioritize client-critical initiatives
Influence the product roadmap
Ensure client activities align with regulatory standards
Ensure client expansions align with regulatory standards
Monitor client usage patterns
Monitor client health scores
Make proactive operational decisions
Make proactive resourcing decisions
Design Client Success workflow
Implement Client Success workflow
Optimize Client Success workflow
Drive efficiency in Client Success
Drive data-driven decisions in Client Success
Contribute to internal knowledge-sharing
Help build playbooks for onboarding
Help build playbooks for adoption
Help build playbooks for revenue generation
Manage client portfolios safely
How You'll Work.
Team & Collaboration
Cross-functional collaboration; Work with Product teams; Work with Engineering teams; Work with Compliance teams; Work with Risk teams; Work with Operations teams; Collaborate with global teams
Communication Scope
Communication; Negotiation
Applying for this Client Success Lead role?
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