CrawlJobs Logo

Customer Success Expert - Fintech

foundever.com Logo

Foundever

Location Icon

Location:
United Kingdom , Kingston upon Thames

Category Icon

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

28002.00 GBP / Year

Job Description:

Foundever® and Intuit are excited to recruit for a Customer Success Expert at our location in Kingston upon Thames. You’ll provide software and sales support to accountants, small business owners, and self-employed individuals using the QuickBooks product in the UK. Your role will be pivotal in delivering an outstanding customer experience for users of Intuit QuickBooks.

Job Responsibility:

  • Provide software and sales support to accountants, small business owners, and self-employed individuals using the QuickBooks product in the UK
  • Deliver an outstanding customer experience for users of Intuit QuickBooks, empowering them to use their suite of online products in the most optimal way
  • Become a customer ambassador that is passionate about creating a uniquely positive experience while eliminating customer friction

Requirements:

  • Customer-Obsessed: You have a natural enthusiasm and passion for providing an outstanding customer experience to every customer, every time
  • Growth-Oriented: You can identify opportunities for up- and cross-selling where appropriate
  • Excellent Communicator: You communicate clearly and concisely, with the ability to translate complex ideas into simple, easy-to-understand language
  • Active Listener: You attentively listen to customers and understand their needs and concerns
  • Problem Solver: You can quickly identify and resolve customer issues or complaints
  • Adaptability: You adapt easily to different customer interactions and stakeholders, adjusting your communication style as needed
  • Team Player: You thrive working as part of a team, with colleagues and other support teams towards mutual goals

Nice to have:

  • Having an existing understanding of accounting software is an advantage, but not essential
  • experience working in a contact centre
What we offer:
  • Salary advance scheme
  • employee rewards platform
  • hybrid working opportunities
  • 4 weeks fully paid training

Additional Information:

Job Posted:
January 15, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Customer Success Expert - Fintech

Multilingual Customer Success Expert

Foundever® will have some exciting opportunities arise over the next few months ...
Location
Location
United Kingdom , Kingston upon Thames
Salary
Salary:
30000.00 GBP / Year
foundever.com Logo
Foundever
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Fluent in English and either Italian, Spanish, French, or German
  • Customer-obsessed
  • Growth-oriented
  • Excellent communicator
  • Active listener
  • Problem solver
  • Adaptability
  • Team player
Job Responsibility
Job Responsibility
  • Provide software and sales support to accountants, small business owners, and self-employed individuals using a leading accounting software product
  • Deliver an outstanding customer experience
  • Empower customers to use their suite of online products optimally
  • Become a customer ambassador passionate about creating a uniquely positive experience while eliminating customer friction
What we offer
What we offer
  • Salary advance scheme
  • Employee rewards platform
  • Hybrid working opportunities
  • 4 weeks fully paid training
  • Fulltime
Read More
Arrow Right

Implementation Manager

At Payhawk, our Implementation Managers (IMs) play a critical role in driving cu...
Location
Location
Bulgaria , Sofia
Salary
Salary:
Not provided
payhawk.com Logo
Payhawk
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2+ year as Customer Success Specialist/Project Manager in a high growth SaaS environment or recent graduate with a relevant degree
  • Tech savvy with an ability to fully understand our software
  • Native/Near native level of German
  • Excellent verbal and written communication skills with demonstrated ability to explain complex concepts in a concrete and understandable way
  • Excellent organisation skills and detail oriented
  • Fast learner and capable to keep up with a fast growing environment
  • Ability to prioritise and multitask with clients and colleagues
  • Experience in the fintech industry is preferred
Job Responsibility
Job Responsibility
  • Lead the onboarding process for new customers by understanding their needs, configuring their Payhawk accounts, and delivering tailored training sessions
  • Develop and execute customized project plans for each client, ensuring a smooth and timely implementation process in line with SLAs while managing different external and internal stakeholders
  • Ensure new customers quickly realize the value of Payhawk by maximizing adoption during the initial implementation phase and aligning the setup with their business needs
  • Use product data and insights to identify opportunities for optimizing customer setups and use cases, ensuring customers continuously derive increasing value from Payhawk
  • Assist customers in scaling their Payhawk usage as their businesses grow or their needs evolve. Provide expert guidance and support when customers need to adjust their setup or adopt new functionalities
  • Act as a trusted advisor to customers, helping them align Payhawk’s capabilities with their internal processes to achieve their desired outcomes
  • Contribute to customer retention by ensuring high contract utilization, product adoption, and overall satisfaction
  • Gather customer feedback on potential product improvements and new feature requests, and share these insights with the Product teams
  • Identify and propose process improvements to enhance the onboarding and adoption experience
  • Partner with Account Executives to hand off qualified upsell opportunities identified during customer interactions
What we offer
What we offer
  • 30 days holiday paid leave
  • Competitive compensation package
  • A week exchange policy to another Payhawk office (London, Berlin, Barcelona, Amsterdam, Paris)
  • Multisport card fully funded by us
  • Flexible working hours and opportunity to work from home
  • Company office massages
  • Personal assistant service
  • Regular team-wide events
  • Opportunity to use the Payhawk product
  • Fulltime
Read More
Arrow Right
New

Senior Customer Success Manager

It's fun to work in a company where people truly believe in what they're doing! ...
Location
Location
France , Paris
Salary
Salary:
Not provided
blackline.com Logo
BlackLine
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A proven background in a customer-facing role such as Customer Success, Account Management, or Consulting, where you've been responsible for building strong relationships
  • A genuine passion for understanding customer needs and a drive to help them succeed
  • Excellent communication and interpersonal skills, with the ability to connect with people at all levels of an organisation
  • The ability to quickly learn and explain software solutions to both technical and non-technical audiences
  • A collaborative spirit and the ability to work effectively with cross-functional teams to achieve shared goals
  • Strong problem-solving skills and a proactive mindset, always looking for ways to improve the customer experience
  • Experience using CRM software (like Salesforce or Gainsight) and other business tools to manage customer relationships and track progress
  • A data-driven approach, with the ability to analyse information to uncover trends and opportunities
  • Previous experience working in fintech is a strong advantage
  • Fluency in French, both written and spoken
Job Responsibility
Job Responsibility
  • Build and nurture strong, lasting relationships with a dedicated group of our most strategic customers, becoming their go-to expert and advocate
  • Guide customers to realise the full potential of their investment by aligning our solutions with their key business objectives and demonstrating measurable results
  • Ensure our customers are not just satisfied but delighted, creating a seamless and positive journey that turns them into advocates for our brand
  • Help customers become power-users of our products by sharing best practices and providing expert guidance tailored to their unique needs
  • Identify opportunities for them to gain even more value from our offerings, partnering with our sales team to help them expand
  • Be a key player in our team, sharing your expertise and mentoring other Customer Success Managers to elevate our entire organisation
  • Use data and customer feedback to not only guide your customers but also to help shape the future of our products and services
  • Build multi-year relationships with our customers, ensuring their continued success and minimising churn
What we offer
What we offer
  • A technology-based company with a sense of adventure and a vision for the future
  • A culture that is kind, open, and accepting
  • A culture where BlackLiner's continued growth and learning is empowered
  • BlackLine offers a wide variety of professional development seminars and inclusive affinity groups to celebrate and support our diversity
Read More
Arrow Right
New

Senior Customer Success Manager

At BlackLine, we believe that our success is deeply intertwined with the success...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
blackline.com Logo
BlackLine
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A proven background in a customer-facing role such as Customer Success, Account Management, or Consulting, where you've been responsible for building strong relationships
  • A genuine passion for understanding customer needs and a drive to help them succeed
  • Excellent communication and interpersonal skills, with the ability to connect with people at all levels of an organisation
  • The ability to quickly learn and explain software solutions to both technical and non-technical audiences
  • A collaborative spirit and the ability to work effectively with cross-functional teams to achieve shared goals
  • Strong problem-solving skills and a proactive mindset, always looking for ways to improve the customer experience
  • Experience using CRM software (like Salesforce or Gainsight) and other business tools to manage customer relationships and track progress
  • A data-driven approach, with the ability to analyse information to uncover trends and opportunities
  • Previous experience working in fintech is a strong advantage
Job Responsibility
Job Responsibility
  • You will build and nurture strong, lasting relationships with a dedicated group of our most strategic customers, becoming their go-to expert and advocate
  • You'll guide customers to realize the full potential of their investment by aligning our solutions with their key business objectives and demonstrating measurable results
  • Your mission is to ensure our customers are not just satisfied but delighted, creating a seamless and positive journey that turns them into advocates for our brand
  • You will help customers become power-users of our products by sharing best practices and providing expert guidance tailored to their unique needs
  • By truly understanding our customers' businesses, you will identify opportunities for them to gain even more value from our offerings, partnering with our sales team to help them expand
  • You will be a key player in our team, sharing your expertise and mentoring other Customer Success Managers to elevate our entire organisation
  • You'll use data and customer feedback to not only guide your customers but also to help shape the future of our products and services
  • Your proactive approach will help us build multi-year relationships with our customers, ensuring their continued success and minimising churn
What we offer
What we offer
  • A technology-based company with a sense of adventure and a vision for the future
  • A culture that is kind, open, and accepting
  • A culture where BlackLiner's continued growth and learning is empowered
  • BlackLine offers a wide variety of professional development seminars and inclusive affinity groups to celebrate and support our diversity
Read More
Arrow Right

Menu Design and Development Specialist

The Menu Design & Development Specialist leads the configuration, optimization, ...
Location
Location
Mexico , Mexico City
Salary
Salary:
22300.00 MXN / Month
mytennislessons.com Logo
MyTennisLessons
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Advanced proficiency in Microsoft Office, Google Suite, and spreadsheet tools for analysis and reporting
  • Strong analytical, problem-solving, and troubleshooting abilities for complex POS configurations
  • Calm and effective under pressure, with excellent organizational and prioritization skills
  • Exceptional written and verbal communication
  • multilingual ability is a plus
  • Proven success in client-facing consultation and technical implementation roles
  • Deep understanding of restaurant operations, menu design, and technology integration
  • Experience managing multiple client projects simultaneously
  • Ability to collaborate effectively with cross-functional stakeholders (Sales, Product, Engineering, Support)
  • Experience mentoring junior specialists or onboarding new team members
Job Responsibility
Job Responsibility
  • Lead advanced client consultations to gather requirements and provide expert POS guidance
  • Design and implement complex menu configurations and backend system updates
  • Ensure data integrity and consistent naming conventions across integrated software platforms
  • Troubleshoot and resolve complex software and configuration issues, escalating as needed
  • Maintain accuracy across all software integrations and updates
  • Demonstrate mastery of Menu Team processes, standards, and best practices
  • Collaborate cross-functionally with Sales, Product, and Support teams to deliver seamless client experiences
  • Manage and prioritize escalated tickets, providing timely, high-quality resolutions
  • Partner with Account Executives and Sales Managers to ensure process compliance and system alignment
  • Mentor and train Level 1 specialists, supporting their technical development and performance growth
What we offer
What we offer
  • Food Vouchers: $1,500.00 MXN per month
  • Comprehensive Benefits: Law benefits, SGMM, Dental Insurance, Life Insurance
  • Perks: Total Pass (gym membership), Career Development & Growth Opportunities
  • Fulltime
Read More
Arrow Right

Boarding and Applications Specialist

As a Boarding and Applications Specialist, you’ll play a key role in creating a ...
Location
Location
United States , Birmingham
Salary
Salary:
45000.00 - 53783.28 USD / Year
daxko.com Logo
Daxko
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree
  • 2+ years of customer service experience
  • 1+ year working with credit card processing, ACH processing, banks, or fintech
  • Proficiency with PC tools and systems
  • Demonstrated success managing complex financial or operational projects
  • Experience resolving customer escalations
Job Responsibility
Job Responsibility
  • Partner with Sales to gather pre-application information
  • Collect and verify required merchant documentation
  • Perform initial underwriting checks following processor/vendor KYC guidelines
  • Accurately board new merchant accounts to increase first-entry approval rates
  • Serve as the liaison between merchants and processors to secure timely approvals
  • Troubleshoot and resolve merchant account configuration issues
  • Support and de-escalate situations with frustrated merchants using patience, clarity, and empathy
  • Build strong collaborative relationships across internal teams to meet launch timelines
  • Maintain expert-level knowledge of processor/vendor products, platforms, and systems
  • Become a trusted expert on Daxko’s payments products and services
What we offer
What we offer
  • Flexible paid time off
  • Affordable health, dental, and vision insurance options
  • Monthly fitness reimbursement
  • 401(k) matching
  • New-Parent Paid Leave
  • Casual work environments
  • Remote work
  • Fulltime
Read More
Arrow Right

Retention Specialist

The Retention Specialist plays a critical role in protecting recurring revenue a...
Location
Location
Mexico , Mexico City
Salary
Salary:
Not provided
mytennislessons.com Logo
MyTennisLessons
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong communication, influence, and problem-solving skills, with the ability to collaborate across teams
  • High emotional intelligence, with exceptional written and verbal communication in client-facing environments
  • Proven ability to manage multiple accounts, cases, and priorities in a fast-paced environment
  • Solutions-oriented and proactive mindset with a strong focus on retention and client satisfaction
  • Adaptable and agile, comfortable navigating complexity and ambiguity while meeting deadlines
  • Demonstrated experience in client retention, account management, or customer success, with measurable results
  • Knowledge of SaaS, fintech, payment processing, or software solutions industries preferred
  • 2–5 years of professional experience in Customer Success, Account Management, Retention, or related roles
  • Experience in SaaS or fintech environments strongly preferred
  • Bachelor’s degree in Business Administration, Marketing, Communications, Hospitality Management, or a related field required
Job Responsibility
Job Responsibility
  • Manage inbound and outbound client interactions across Salesforce cases, email, and churn alerts with urgency and professionalism
  • Engage B and C segment clients to resolve dissatisfaction, restore accounts, and prevent churn
  • Conduct proactive account health checks, risk assessments, and escalations to protect account retention
  • Partner cross-functionally with Sales, Support, and Client Success to resolve issues and recover at-risk accounts
  • Recommend tailored retention solutions, including product enhancements and pricing adjustments
  • Negotiate cancellations and implement creative strategies to preserve recurring revenue
  • Execute proactive outreach to accounts showing early signs of disengagement
  • Maintain accurate and timely documentation of all client interactions, resolutions, and outcomes
  • Consistently meet or exceed retention KPIs and performance targets, while identifying trends and insights to improve engagement
  • Maintain expert-level knowledge of SpotOn products, services, and value propositions
  • Fulltime
Read More
Arrow Right

Senior Business Process Analyst

The Senior Business Process Analyst drives operational excellence by analyzing, ...
Location
Location
United States , Chicago
Salary
Salary:
70000.00 - 95000.00 USD / Year
mytennislessons.com Logo
MyTennisLessons
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of professional experience in customer success or related roles
  • Experience in fintech or SaaS environments preferred
  • Bachelor’s degree in Business Administration, Industrial Engineering, Operations Management, Information Systems, or a related field required
  • Advanced degrees (MBA or relevant master’s) or professional certifications in process improvement, Lean, Six Sigma, or business analysis are preferred
  • An equivalent combination of education and experience may be considered
Job Responsibility
Job Responsibility
  • Analyze end-to-end business processes to identify inefficiencies, bottlenecks, and opportunities for automation
  • Collaborate with stakeholders across departments to gather requirements, map workflows, and define business needs
  • Develop and implement process improvement initiatives that enhance operational efficiency and reduce costs
  • Design, test, and implement automation solutions using relevant tools (e.g., RPA, workflow platforms, BPM software)
  • Monitor and measure the impact of process changes on operational KPIs, productivity, and profitability
  • Serve as a subject matter expert on business processes, best practices, and automation opportunities
  • Lead cross-functional workshops to drive alignment, adoption, and continuous improvement
  • Document process workflows, standard operating procedures, and automation guidelines to ensure consistency and knowledge sharing
  • Provide recommendations to senior leadership on strategic initiatives to optimize operational performance
What we offer
What we offer
  • Medical, Dental and Vision Insurance
  • 401k with company match
  • RSUs
  • Paid vacation, 10 company holidays, sick time, and volunteer time off
  • Employee Resource Groups to build community and inclusion at work
  • Monthly cell phone and internet stipend
  • Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development
Read More
Arrow Right