Description
The Mid-Level Customer Success Specialist will serve as the primary advocate for financial-banking and payment-solutions clients, driving product adoption, retention, renewals, and upsell opportunities. The role manages client relationships, develops success plans, monitors usage and retention risks, gathers feedback, collaborates with product and support teams, conducts business reviews, and supports customer engagement activities. Candidates need 3–5 years of customer success, account management, or client services experience, prior experience with software serving financial institutions, and strong knowledge of banking operations, payment systems, and regulatory environments.
