Client Engagement & Relationship Management
- Serve as the primary point of contact for assigned clients, managing the entire customer lifecycle from onboarding through to extended adoption.
- Build and maintain strong relationships with client stakeholders, translating their business goals into actionable success plans.
- Establish and nurture relationships at the C-level within enterprise organisations.
Technical & Operational Excellence
- Provide expert guidance on platform features, card payment processing, and core banking operations.
- Conduct regular check-ins, training sessions, and meet-ups to ensure customers are fully equipped to maximise platform value.
- Coordinate troubleshooting of technical issues with internal teams, escalating as needed to resolve client challenges promptly
Customer Success Delivery
- Develop a deep understanding of each customer’s business and industry to deliver tailored solutions and advice.
- Conduct regular operational and executive reviews to ensure customers leverage the full capabilities of Pismo offerings.
- Act as a customer advocate within the company, representing client feedback and needs.
- Monitor customer health metrics and usage data to proactively identify risks and opportunities.
- Develop and execute strategies to drive user adoption, satisfaction, and retention.
Process Improvement & Best Practices
- Document and share best practices and success stories with clients and internal teams.
- Influence and implement new internal processes to improve overall experience and organisational efficiency.
This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager.