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Uphold Inc.

Senior Customer Success Executive

Posted 3 Days Ago
Be an Early Applicant
In-Office
City of London, London, England
Senior level
In-Office
City of London, London, England
Senior level
As a Senior Customer Success Executive, you'll manage client relationships, solve problems, identify growth opportunities, and oversee project management for client accounts, ensuring satisfaction and compliance with agreements.
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About Optimus

We are a dynamic and rapidly growing Electronic Money Institution (EMI) with operations in the UK, and expanding to Europe, firstly in Portugal. We are a Principal member of Mastercard. Our company is dedicated to providing secure, innovative, and seamless digital payment solutions to our global clientele.

Our business offers Embedded Finance solutions through Banking as a Service (BaaS), Cards as a Service (CaaS), and Open Banking. We offer these white label banking and card solutions to regulated and non-regulated entities, issuing both prepaid cards and debit cards on behalf of our clients. 

Optimus is a leader in white label solutions, a dynamic, fast-growing, business, and our client base is varied.

To learn more, please visit https://optimus.money/

The opportunity: 

We are seeking a dynamic and experienced Senior Customer Success Executive to join our team. In this role, you will be the primary point of contact for our clients, representing their interests within our business. Your goal will be to understand and meet client needs, building strong, lasting relationships. You will coordinate with internal teams to communicate client expectations, solve problems strategically, and identify opportunities for growth. Your leadership will be instrumental in driving the success of our account management team and, in turn, our company.
 

What you’ll be doing primarily:

  • Primary Client Relationship: Serve as the main representative of our clients within the company, ensuring their needs and objectives are prioritised.
  • Understanding Client Needs: Work closely with clients post-onboarding to deeply understand their business goals and requirements.
  • Building Relationships: Develop and maintain robust relationships with clients, ensuring their satisfaction and loyalty.
  • Coordination and Communication: Facilitate clear and effective communication between clients and internal teams, ensuring client needs are understood and met.
  • Strategic Problem Solving: Proactively address and resolve client issues, focusing on areas within our domain of expertise.
  • Upsell and Growth: Identify and create opportunities for upselling and growth, liaising with the Sales team as needed.
  • Reporting and Analysis: Monitor account performance and provide insightful reports to both the client and our company.
  • Contract Management: Take ownership of client contracts, ensuring compliance and favourable terms.
  • Project Management: Oversee projects related to client accounts, ensuring they align with client requirements and are delivered on time.

Required qualifications:

  • Client-Centric: A strong focus on client satisfaction and relationship building.
  • Strategic Thinker: Ability to solve problems creatively and strategically.
  • Leadership: Leading by example, motivating and guiding the team towards success.
  • Communication: Exceptional communication skills, both internally and with clients.
  • Fintech Experience: Previous experience working within the Payments and Cards space.
  • Experience in Account Management: Proven track record in account management, particularly in building and maintaining client relationships.
  • Project Management Skills: Ability to manage multiple projects efficiently and effectively.
  • Industry Knowledge: Familiarity with the specific industry of our company, with a keen understanding of client needs and challenges.
  • Contract Management: Experience in managing contracts and negotiations.

 
Bonus if you have:

  • Fluency in cryptocurrencies or other digital assets as they are core to our group.
  • Community talks, certifications, and/or blog posts on your interests and research.

What we offer:

  • Innovation and Impact: Contribute to pioneering projects in a dynamic and challenging environment.
  • Competitive Compensation: Performance bonuses, and comprehensive benefits on top of a competitive salary.
  • Strong Company Culture: Thrive in a supportive, collegiate environment with values of integrity, teamwork, accountability, and excellence.
  • Global Collaboration: Participate in regular updates, strategy sessions, and networking opportunities across the group.
  • Development Opportunities: Access training and mentorship programs.
  • Flexibility: Enjoy options to work from home, other locations, or adjust your hours.
  • Inclusive Environment: Value and respect diverse perspectives.

Benefits:

  • Annual bonus program based on individual, team and company performance.
  • Home office stipend for a productive setup.
  • Generous PTO, healthcare, and employee assistance programs.
  • Engaging events and celebrations.
  • Well-stocked office kitchen with a foodie culture


Join us to grow, innovate, and contribute meaningfully. Be part of our talented team!

Visit our careers page for more exciting opportunities, if this role isn’t the perfect fit.

EEOC Employer

We're proud to be an Equal Opportunity Employer and we celebrate our employees' differences, including race, color, religion, gender identity, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, and any other protected classes.

Difference makes us stronger and better - together.

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