Equabli - Customer Success Specialist (4-5 Yrs) Any Location (After-Sales/Customer Service)

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, 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 ResponsibilitiesClient 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- A supportive, mission-driven, and collaborative team culture.- 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. (ref:updazz.com)

Payroll Type : Permanent