Client Success Lead

The role

You will manage the operational lifecycle of client relationships from onboarding through ongoing support. You will work with Product, Engineering, Compliance, and Risk teams to ensure clients successfully implement and operate banking products.

What you will do

• Identify opportunities to improve client adoption and operational efficiency.
• Build strong, trusted relationships with client stakeholders.
• Support initiatives that drive Net Revenue Retention through engagement and product adoption.
• Identify expansion opportunities including cross-sell and upsell of services.
• Identify operational bottlenecks and implement scalable solutions.
• Contribute to building internal operational documentation and knowledge bases.
• Act as the voice of the customer to influence the product roadmap.
• Work with Risk and Compliance teams to ensure activities align with regulatory standards.
• Monitor client usage patterns and health scores to make operational decisions.
• Design, implement, and optimize Client Success workflows and strategies.

Required qualifications

• 6+ years of progressive experience in Client Success, Account Management, or managing enterprise or fintech clients in complex operational environments.
• Proven track record in a complex Banking/ Digital Banking, FinTech, SaaS, or Software.
• Hands-on experience working within Risk and Compliance frameworks.
• Highly analytical and comfortable using data such as financial projections and health scores.
• Ability to manage international portfolios and work effectively across diverse, global teams.
• Exceptional communication and negotiation skills.
• Comfort working in a fast-paced, high-growth environment.
• Fluent in English

Nice to have

• Mandarin or any additional languages

Benefits

• Competitive compensation and benefits package.
• Equity in the company

About the company

Pave Bank is the world’s first programmable business bank. It was built by the founders behind Monzo and BigPay.