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Client Success Manager

Payactiv
  • Milpitas, California
    24 days ago

    Job Description

    Client Success Manager - Existing (Employers/HR Focus)

    Who we are…
    We are Payactiv, a FinTech company in the heart of Silicon Valley, devoted to giving workers access to their earned wages when they need them. Payactiv is the pioneer and industry leader in Earned Wage Access. We are the only Certified B Corporation and Public Benefit Corporation in our industry. Our app provides millions with financial services that help them avoid debt, manage their finances, and regain flexibility to pay for things on their own schedule.
     
    What you will do...
    As a Payactiv Client Success Manager, Existing, you’ll be the strategic partner for our employer clients, ensuring they gain maximum value from our solutions. You’ll manage a portfolio of accounts post-onboarding, drive adoption, and focus on retention and growth.
    • Own client relationships and serve as the main point of contact post-onboarding
    • Build trusted relationships with HR teams and senior stakeholders
    • Lead strategic planning and deliver impactful Quarterly Business Reviews (QBRs)
    • Proactively identify risks and opportunities to drive retention and expansion
    • Partner cross-functionally with internal teams to deliver a seamless client experience
    • Use data and insights to inform client strategy and showcase ongoing value
    • Act as escalation lead when needed, ensuring quick and effective resolution
     
    What you need...
    • 5 + years of CSM experience in B2B/B2B2C SaaS or fintech
    • Background in working with HR or employer organizations is a plus
    • Strong relationship-building, communication, and problem-solving skills
    • Proven ability to manage multiple accounts and priorities
    • Data-driven, with experience in identifying insights and trends
    • Confident presenter with the ability to influence across all levels 
    • Ability to travel up to 15-20% of your time depending upon business needs
    What we offer...
    • Company Sponsored Health, Dental and Vision insurance 
    • 401K, traditional and Roth with employer match 
    • Tuition Assistance or Tuition Reimbursement
    • Monthly Gym Reimbursement
    • Paid time off to volunteer
    • Paid Family Leave (California)
    • Unlimited Paid Time Off
    • Complimentary office lunches
    • Opportunity to grow
    • Opportunity to work with a great team committed to making a difference.
    • Salary Range: $100,000 to $130,000 plus Commission

    Numbers & Facts

    LocationMilpitas, California
    Websitehttps://www.payactiv.com/careers/

    Skills

    • Business-to-Business (B2B)unmatched
    • Channel Strategiesunmatched
    • Cross-Functionalunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer/Client Researchunmatched
    • Dental Insuranceunmatched
    • Financial Servicesunmatched
    • Onboardingunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Risk Analysisunmatched
    • Software as a Service (SaaS)unmatched
    • Strategic Planningunmatched
    • Team Playerunmatched
    • Trend Analysisunmatched
    • Vision Planunmatched
    • Willing to Travelunmatched
    • eCommerceunmatched

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