Implementation, Customer Success Specialist

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🕒 July 14

🏖️ New Jersey – Remote

🏖️ New Jersey – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🛠️ Implementation Specialist

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iPiD

WebsiteLinkedInAll Job Openings

11 - 50 employees

🔌 API

💳 Fintech

💸 Finance

API • Fintech • Finance

iPiD is a financial services company that specializes in providing a data addressing platform aimed at ensuring compliance and operational excellence within the payment industry. Their services include verifying payees' names and account details, along with validating payment information through APIs and other solutions. iPiD collaborates with banks, payment systems, fintechs, and wallet providers to enhance the cross-border payment experience by making it easier, secure, and seamless without replacing existing financial infrastructures.

📋 Description

• Support sales team in client-facing pre-sales activities, acting as a trusted partner to prospects. • Assist in preparing demos, presentations, and technical documentation to help secure client sign-ups. • Collaborate with senior specialist to understand client requirements and translate them into actionable solutions. • Assist in the implementation of iPiD’s solutions, ensuring smooth onboarding and integration for clients. • Work with clients to gather requirements and support technical setup, focusing on APIs and workflows. • Coordinate with Technology and Product teams to support integration tasks and troubleshoot basic issues. • Document lessons learned and contributed to internal knowledge-sharing resources. • Serve as a primary point of contact for clients post-implementation, fostering long-term relationships and client satisfaction. • Deliver ongoing training, enablement sessions, and best-practice guidance to help clients maximize the value of iPiD’s solutions. • Monitor client usage data and feedback to identify pain points, opportunities for improvement, and potential expansion. • Proactively identify and escalate client issues or risks to senior team members before they impact client experience. • Support retention and advocacy efforts by ensuring clients achieve measurable success with iPiD’s solutions.

🎯 Requirements

• Minimum 2 years of experience in client-facing/customer success roles preferably within the fintech or financial services sector • At least 1 year of experience working with APIs and web-based software (SaaS) • Strong understanding of software development lifecycle and technical implementation processes • Strong pre-sales and client relationship management experience, beyond ticketing or customer service. • Familiarity with APIs, databases, and cloud technologies • Proficient in project management tools and methodologies • Excellent problem-solving skills and a customer-first approach • Strong communication skills in English, with the ability to communicate technical concepts to non-technical stakeholders effectively • Ability to manage multiple projects and priorities simultaneously • Demonstrated ability to manage multiple customer relationships simultaneously • Driven and proactive with a strong attention to detail • Self-starter with the ability to work independently while being a reliable and collaborative team player • Experience working in a globally distributed start-up or high-growth environment is a plus • Applicants must have valid work authorization for the location in which this position is based.

🏖️ Benefits

• Meaningful Impact – Play a key role in shaping the future of trusted cross-border payments and fraud prevention, helping solve critical challenges for financial institutions and businesses worldwide. • Learn from experienced industry leaders – Join a team with deep expertise across payments, fintech and technology, and gain exposure to global customers and markets . • Ownership & Growth – Join a fast-growing global fintech where your contributions are visible and valued, with the opportunity to participate in our Employee Stock Option Plan (ESOP) and share in our long-term success.