Client Success Representative
Equabli seeks a proactive and detail-oriented Client Success Representative to join our growing team. In this role, you will be a key point of contact for our clients, ensuring they have an exceptional experience with Equabli’s products and services. You will support onboarding, resolve day-to-day issues, and build strong relationships that drive retention and client satisfaction.
This is a remote position, offering flexibility and the opportunity to work with a dynamic team across the U.S. and internationally.
Job Responsibility
Lead the setup and implementation process during client onboarding, ensuring a smooth handoff from the sales team and a strong start to the client relationship
Own and manage a portfolio of customer accounts, building trust and acting as their primary point of contact and advocate
Drive product adoption and client engagement by understanding their business goals and ensuring our platform delivers on those outcomes
Conduct proactive check-ins and strategic business reviews to share insights, product usage trends, and opportunities for expansion
Identify and support upsell, cross-sell, and renewal opportunities in partnership with the sales team
Collaborate closely with internal teams to deliver a seamless and high-quality customer experience across every touchpoint
Monitor account health metrics, address risk factors, and take action to reduce churn
Respond to customer issues and escalations with urgency, professionalism, and a solutions-oriented mindset
Contribute to the evolution of customer success playbooks, processes, and best practices as we scale
Provide feedback to the product team based on client needs and observed platform usage patterns
Required Skills and Experience
Customer success, account management, or client-facing role, preferably in a SaaS or B2B environment
Strong interpersonal and communication skills with the ability to build relationships at all levels of a client organization
Proven ability to manage multiple accounts simultaneously while maintaining strong attention to detail and responsiveness
An analytical thinker comfortable translating product usage and performance data into client insights and action plans.
Bachelor’s degree in business, communications, project management, or a related field, or equivalent experience
Preferred Qualifications
Experience in fintech, credit, lending, or working in a high-growth startup environment
Familiarity with onboarding workflows, customer journey mapping, and retention strategies
Understanding of product-led growth or recurring revenue business models.
What We Offer
Competitive salary and benefits
100% remote, flexible work environment
Opportunities for career growth and professional development
A supportive, mission-driven, and collaborative team culture
Job Category: Business Development
Job Type: Full Time
Job Location: REMOTE
