Client Success Manager

Here at Paybotic Financial, you’ll do important work with exceptional people dedicated to helping merchants with their financial services and connecting them with financial institutions to streamline business needs; here at Paybotic, you deposit your trust into us! In return, we offer superior customer service, compliant experience, multi-state coverage, and reliable and comprehensive tools to enable our merchants, manufacturers, cultivators, and retailors to operate in a safe and compliant manner.

Client Success Manager – On-Site

We are seeking a Client Success Manager (CSM) with banking experience that will report to the Director of Client Success, supporting potential customers in taking their interest in Paybotic Financial’s services and products, and assisting them in applying for and obtaining the right financial solution. This includes building repertoire and relationships with customers to successfully navigate them through the application process, as well as reporting on their progress. A successful CSM will prioritize and manage their workload in a fast-paced environment, balancing the needs of customers and the business.

Responsibilities

• Manages an active pipeline of potential customers and applicants
• Meet with potential customers to understand their financial needs, and to determine which product is best for them
• Maintain a thorough understanding of all Paybotic Financial products and their features
• Assist applicants in setting up a profile, collecting the required documentation, and navigating the application to successful submission
• Facilitate the application process between the applicant and underwriting by continuing to monitor the underwriting process and resolving problems as they arise
• Build and maintain strong relationships with applicants to help foster brand loyalty
• Maintain confidentiality and privacy
• Assist in training courses & educational materials

Qualifications:

• Bachelor’s degree in business administration is preferred
• Excellent communication skills, both verbal and in writing
• Excellent problem solving, organizational and time management skills
• Strong attention to detail
• One to three years of prior experience in banking, specifically with deposit accounts and payments, as well as basic familiarity with the laws and regulations that govern them
• Friendly personality, and committed to excellent customer service

At Paybotic, we celebrate your contributions, by ensuring that our service offerings enable staff to be their best self – physically, emotionally and financially. Paybotic offers company-sponsored healthcare, vision, dental, life, disability, financial and retirement benefits. We also offer paid time off, paid sick leave, bonuses based on annual salary and achievement of goals, professional development, uncapped commission and competitive compensation reflective of the industry.

We are an equal employment opportunity employer and we do not discriminate – no matter race, color, ethnicity, religion, sex (including pregnancy, childbirth, lactation, or related medical conditions), national origin, ancestry, age, marital status, sexual orientation, gender identity and expression, disability, veteran status, military or uniformed service member status, genetic information, or any other status protected by applicable federal, state, local or international law. Please note, qualified applicants are encouraged to submit their resume to Human Resources; no third-party staffing agencies and search firms please. Thank you.

Paybotic Financial