• Customer Relationship Management:
  • Act as the primary point of contact for assigned customers, building and nurturing strong, trust-based relationships.
  • Understand customer goals, challenges, and industry trends to provide strategic guidance and best practices.
• Proactive Account Management:
  • Monitor customer usage and health metrics to identify opportunities for increased adoption or early signs of churn.
  • Develop and execute success plans aligned with customer objectives.
  • Execute periodic business reviews with strategic customers.
• Problem Resolution and Advocacy:
  • Serve as a customer advocate, collaborating with internal teams (Product, Support, Sales) to resolve issues and enhance the customer experience.
  • Escalate critical issues and ensure timely resolution to maintain customer satisfaction.
• Upsell and Renewal Management:
  • Identify and recommend upselling or cross-selling opportunities that align with the customer's needs.
  • Manage contract renewals, negotiating terms and ensuring continued customer loyalty.
• Feedback Loop:
  • Collect customer feedback and insights to influence product development and improve the overall service offering.

• Experience:
  • 5+ years of experience in customer success, account management, or a related role in the SaaS industry.
  • Proven track record of driving customer engagement, retention, and revenue growth.
• Skills:
  • Strong interpersonal and communication skills with the ability to build trust and rapport with customers.
  • Analytical mindset with the ability to interpret data and translate it into actionable insights.
  • Proficient in CRM software (e.g., Salesforce, HubSpot) and customer success platforms (e.g., Gainsight, ChurnZero).
• Education:
  • Bachelor’s degree in Business, Marketing, or a related field (or equivalent experience).
• Other Qualifications:
  • Customer-centric mindset with a passion for helping customers succeed.
  • Problem-solving and conflict resolution skills.
• • Ability to manage multiple priorities and work in a fast-paced environment.

About Digital Onboarding:

Digital Onboarding is a software company that helps banks and credit unions retain and expand customer relationships. Our automated engagement platform makes it easy for financial institutions to educate, nurture, cross-sell, and drive adoption of services—like direct deposit, digital banking, and loans—through personalized digital journeys delivered via email, SMS, and digital banking integrations. Founded in 2015 and backed by top investors, Digital Onboarding is transforming how financial institutions connect with their customers at every stage of the relationship.

This position is open to candidates based in the United States of America only. The Company cannot extend employment offers to those outside the United States of America.