Client Success Manager

🔥 8 minutes ago

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DailyPay

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2015

💳 Fintech

🤝 B2B

👥 HR Tech

Fintech • B2B • HR Tech

DailyPay is a financial technology company that provides an On-Demand Pay platform, allowing employees to access their earned wages before payday. This service empowers employees by giving them financial control, which in turn increases engagement, motivation, and overall happiness at work. DailyPay aims to help organizations improve recruitment and retention rates while reducing employee turnover through its innovative financial wellness solutions.

📋 Description

• Manage a high-volume portfolio of xSME accounts, ensuring consistent engagement through "one-to-many" communication strategies • Drive the adoption of key DailyPay features and tools by educating clients on the value of our products and services • Resolve emerging client concerns and technical hurdles with some discretion, escalating complex issues to senior leadership when necessary • Build fluency with internal health-scoring tools to proactively identify at-risk accounts and implement standardized save-plays • Support the final stages of the client onboarding process to ensure a smooth transition from implementation to long-term success • Contribute to the product feedback loop by identifying and documenting common pain points or feature requests specific to the xSME segment • Execute standardized renewal processes to maintain high retention rates across the assigned client base • Maintain a high degree of proficiency in CRM (Salesforce) and CS tools (e.g., Gainsight) to ensure accurate data tracking and reporting

🎯 Requirements

• 1–3 years of experience in client success, account management, or customer support, preferably in a SaaS or fintech environment • Foundational ability to interpret data dashboards and use metrics to drive proactive client outreach • Proficiency in CRM systems (Salesforce or Gainsight preferred) and a quick ability to learn new internal financial and communication tools • Strong written and verbal communication skills, with a focus on delivering clear and concise value propositions to a high volume of clients • Proven ability to resolve routine to semi-complex issues independently while following established departmental procedures • Bachelor’s degree in Business, Communications, or a related professional field

🏖️ Benefits

• Exceptional health, vision, and dental care • Opportunity for equity ownership • Life and AD&D, short- and long-term disability • Employee Assistance Program • Employee Resource Groups • Fun company outings and events • Unlimited PTO • 401K with company match