About Equabli
Equabli is transforming the collections and recoveries landscape through modern, data-driven solutions. Our mission is to create a healthier credit ecosystem by empowering financial institutions, lenders, and debt buyers with technology that streamlines operations, enhances consumer engagement, and drives better outcomes. We’re a fast-growing fintech company with a collaborative culture and a commitment to excellence.
Position Overview
We are seeking a proactive and detail-oriented Client Success Representative to join our growing team. In this role, you will be a key point of contact for our clients, ensuring they have an exceptional experience with Equabli’s products and services. You will support onboarding, resolve day-to-day issues, and build strong relationships that drive retention and client satisfaction.
This is a remote position, offering flexibility and the opportunity to work with a dynamic team across the U.S. and internationally.
Key Responsibilities
- Lead the setup and implementation process during client onboarding, ensuring a smooth handoff from the sales team and a strong start to the client relationship.
- Own and manage a portfolio of customer accounts, building trust and acting as their primary point of contact and advocate.
- Drive product adoption and client engagement by understanding their business goals and ensuring our platform delivers on those outcomes.
- Conduct proactive check-ins and strategic business reviews to share insights, product usage trends, and opportunities for expansion.
- Identify and support upsell, cross-sell, and renewal opportunities in partnership with the sales team.
- Collaborate closely with internal teams to deliver a seamless and high-quality customer experience across every touchpoint.
- Monitor account health metrics, address risk factors, and take action to reduce churn.
- Respond to customer issues and escalations with urgency, professionalism, and a solutions-oriented mindset.
- Contribute to the evolution of customer success playbooks, processes, and best practices as we scale.
- Provide feedback to the product team based on client needs and observed platform usage patterns.
Required Skills & Experience
- Customer success, account management, or client-facing role, preferably in a SaaS or B2B environment.
- Strong interpersonal and communication skills with the ability to build relationships at all levels of a client organization.
- Proven ability to manage multiple accounts simultaneously while maintaining strong attention to detail and responsiveness.
- An analytical thinker comfortable translating product usage and performance data into client insights and action plans.
- Bachelor’s degree in business, communications, project management, or a related field, or equivalent experience.
Preferred Qualifications
- Experience in fintech, credit, lending, or working in a high-growth startup environment.
- Familiarity with onboarding workflows, customer journey mapping, and retention strategies.
- Understanding of product-led growth or recurring revenue business models.
What We Offer
- Competitive salary and benefits
- 100% remote, flexible work environment
- Opportunities for career growth and professional development
- A supportive, mission-driven, and collaborative team culture
