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Team Lead – Client Success

March 25, 2025March 25, 2025

Team Lead – Client Success

CompanyBottomline
LocationPortsmouth, NH, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesBachelor’s
Experience LevelJunior, Mid Level

Requirements

  • Ability to effectively manage multiple priorities and activities simultaneously in a fast-paced environment.
  • Strong communication skills to effectively communicate and interact with customers at various levels, understanding their needs and providing clear direction on how Paymode addresses the needs.
  • A genuine interest in helping customers. Empathy and patience are valuable traits when dealing with inquiries and issues.
  • Always positive, driven to excel and takes initiative.
  • Confident, self-motivated, and a true team player
  • Awareness of the broader payment ecosystem and competitive landscape relative to the payments world is a plus.
  • Experience using CRM applications for customer management, customer success program reporting is a plus.
  • Bachelor’s Degree or higher, with a business or technical focus.

Responsibilities

  • Resolve customer inquiries by educating customers about the value of the Paymode services delivered while protecting revenue within the existing customer portfolio.
  • Ensure Customer engagement with Paymode service and features to drive customer value.
  • Identify escalation risk and collaborate with internal teams to retain revenue, remediate, and ensure a positive outcome.
  • Develop and share best practices to continually improve the quality, effectiveness, and efficiency of our processes.
  • Provide in the moment coaching and feedback conversations.
  • Training new team membership and continued learning (system enhancements, new products, etc..).
  • Provide subject matter expertise (SME) in the development of new processes and tools to support the team.
  • Support customer reviews in the gathering and synthesizing of customer data across the various Paymode applications and back office systems.
  • Monitoring team workload to ensure effective distribution of work efforts and work completed in a timely manner.

Preferred Qualifications

  • Minimum of 1 year experience within the FinTech industry (preferred)


TaggedBachelor'sBottomlineCustomer SuccessFinance & Operations & StrategyJuniorMid LevelSales & Account Management

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