Found Description
Job Description
Client Engagement & Relationship Management
- Serve as the primary point of contact for assigned clients, managing the entire customer lifecycle from onboarding through to extended adoption.
- Build and maintain strong relationships with client stakeholders, translating their business goals into actionable success plans.
Technical & Operational Excellence
- Provide expert guidance on platform features, card payment processing, and core banking operations.
- Conduct regular check‑ins, training sessions, and meet‑ups to ensure customers are fully equipped to maximise platform value.
- Coordinate troubleshooting of technical issues with internal teams, escalating as needed to resolve client challenges promptly.
Customer Success Delivery
- Conduct regular operational and executive reviews to ensure customers leverage the full capabilities of Pismo offerings.