Position Overview

We are seeking a proactive, technically savvy, and detail-oriented Client Success Representative to join our growing team. In this role, you will serve as a trusted partner and advocate for our clients, ensuring they achieve maximum value from Equabli’s products and services. You will play a critical role in pre-sale solution engineering, client onboarding, relationship management, and day-to-day support—while also driving adoption, delivering insights through data, and contributing to scalable success processes.

This is a remote position, offering flexibility and the opportunity to collaborate with a dynamic team across the U.S. and internationally.

Key Responsibilities

Client Onboarding & Implementation

• Liaise between business team and product, client success and development teams

• Facilitate seamless handoff from pre- to post-sale support

• Lead the set-up, configuration, and implementation process during onboarding.

• Coordinate project timelines, deliverables, and communication across internal and client teams.

Account Ownership & Relationship Management

• Own and manage a portfolio of accounts, acting as the primary point of contact.

• Build trust and long-term relationships with client stakeholders across levels.

• Conduct regular check-ins, quarterly business reviews, and health assessments.

Product Adoption & Technical Enablement

• Translate client business goals into platform usage strategies.

• Guide clients in leveraging Equabli’s technology, features, and integrations effectively.

• Troubleshoot and resolve client issues with a solutions-oriented, technically capable mindset.

Analytics & Insights

• Monitor and interpret product usage data, account health metrics, and performance KPIs.

• Present actionable insights and recommendations to clients to optimize outcomes.

• Partner with Data Analytics and Product teams to escalate feedback and enhance offerings.

Collaboration & Growth

• Identify opportunities for upsell, cross-sell, and renewals in partnership with the Sales team.

• Collaborate with Product, Engineering, and Operations to ensure seamless client experiences.

• Contribute to the development of success playbooks, workflows, and best practices.

Required Skills & Experience

• 5+ years of experience in Customer Success, Account Management, or client-facing roles (preferably SaaS or B2B).

• Strong communication and interpersonal skills, with the ability to influence and collaborate effectively.

• Strong technical proficiency - comfortable with SaaS platforms, APIs, integrations, and troubleshooting workflows in addition to project management methodologies and tools

• Demonstrated project management skills with the ability to prioritize, organize, and deliver against multiple deadlines.

• Analytical mindset - able to interpret data, generate insights, and communicate findings clearly.

• Bachelor’s degree in business, Communications, Project Management, or related field—or equivalent experience.

Preferred Qualifications

• Experience in fintech, credit, lending, or collections/recoveries.

• Familiarity with client onboarding workflows, customer journey mapping, and retention strategies

• Understanding of product-led growth and recurring revenue business models.

• Exposure to CRM systems, ticketing tools, and data visualization platforms (e.g., Salesforce, HubSpot, Jira, etc.).

What We Offer

• Competitive salary and benefits.

• 100% remote, flexible work environment.

• Health Insurance.

• 401k

• Opportunities for career growth and professional development.

• A supportive, mission-driven, and collaborative team culture.

Job Category: Business Development

Job Type: Full Time

Job Location: REMOTE