Client Success Manager

Posted Yesterday
Hiring Remotely in Headquarters, AZ
Remote
Mid level
Fintech • HR Tech • Payments • Social Impact • Financial Services
We exist to power daily opportunities for Daily Workers, where hard work pays off and opportunities lie ahead.
The Role
The Client Success Manager fosters client relationships, drives product adoption, resolves issues, and contributes to account growth and retention strategies. They track metrics, negotiate contracts, and provide insights on client needs.
Summary Generated by Built In

DailyPay is transforming the way people get paid. As a worktech company and the industry’s leading earned wage access solution, DailyPay uses an award-winning technology platform to help America’s top employers build stronger relationships with their employees. This voluntary employee benefit enables workers everywhere to feel more motivated to work harder and stay longer on the job while supporting their financial well-being outside of the workplace.DailyPay is headquartered in New York City, with operations throughout the United States as well as in Belfast. For more information, visit DailyPay's Press Center.

The Role:

The Client Success Manager’s responsibilities include developing strong relationships with clients, connecting with key business executives and driving adoption of our product. Client Success Managers present a client first mentality and advocate for our clients to ensure client growth and retention. This role will also identify new business opportunities among existing clients.

If this opportunity excites you, we encourage you to apply even if you do not meet all of the qualifications.

How You Will Make an Impact:

  • Lead point of contact for all client account management matters

  • Suggest solutions and innovative ideas to meet client needs

  • Develop trusted advisor relationships with key accounts, customer stakeholders, and executive sponsors

  • Be the leader and orchestrator during customer escalation situations ensuring responsiveness and speedy resolution

  • Build effective business strategy for client’s post launch to enable the long-term retention and growth of the account

  • Collaborate with internal teams to advocate for client’s needs, drive adoption, and provide best in class support

  • Clearly communicate the progress of monthly, quarterly and annual initiatives to internal and external stakeholders

  • Forecast and track key account metrics (e.g. enrollment and adoption)

  • Analyze data through reports and trends

  • Negotiate contracts and close renewal agreements

  • Minimize Churn, anticipating and identifying risks and mitigating them

  • Upsell and cross sell new products and services

What You Bring to The Team:

  • Proven work experience of 3+ years as a CSM or Sales

  • Demonstrable ability to communicate, present and influence client C-Level stakeholders

  • Solid experience with Account Management reporting systems, CRM software (e.g. Salesforce or HubSpot), Google Suite, and MS Office (particularly MS Excel)

  • Understanding of sales performance metrics or KPIs

  • Experience delivering client-focused solutions to client needs

  • Availability to travel as needed

  • Occasional need to work outside of normal business hours as required to support customers

Nice to Haves:

  • HR/Payroll experience

What We Offer:

  • Exceptional health, vision, and dental care

  • Opportunity for equity ownership

  • Life and AD&D, short- and long-term disability

  • Employee Assistance Program

  • Employee Resource Groups

  • Fun company outings and events

  • Unlimited PTO

  • 401K with company match

 

DailyPay is committed to fostering an inclusive, equitable culture of belonging, grounded in empathy and respect, which values openness to opinions, awareness of lived experiences, fair treatment and access for all. We strive to build and develop diverse teams to create an organization where innovation thrives, where the full potential of each person is engaged, and their views, beliefs and values are integrated into our ways of working.We encourage people of all backgrounds to join us on our mission. If you require reasonable accommodation for any aspect of the recruitment process, please send a request to [email protected]. All requests for accommodation will be addressed as confidentially as practicable.
DailyPay is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion or creed, alienage or citizenship status, political affiliation, marital or partnership status, age, national origin, ancestry, physical or mental disability, medical condition, veteran status, gender, gender identity, pregnancy, childbirth (or related medical conditions), sex, sexual orientation, sexual and other reproductive health decisions, genetic disorder, genetic predisposition, carrier status, military status, familial status, or domestic violence victim status and any other basis protected under federal, state, or local laws.

 

#BI-Remote #LI-Remote

 

Top Skills

Google Suite
Hubspot
Excel
MS Office
Salesforce

What the Team is Saying

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The Company
HQ: New York, NY
850 Employees
Hybrid Workplace
Year Founded: 2015

What We Do

DailyPay is transforming the way people get paid. As the industry’s leading on-demand pay solution, DailyPay uses an award-winning technology platform to help America’s top employers build stronger relationships with their employees. This voluntary employee benefit enables workers everywhere to feel more motivated to work harder and stay longer on the job, while supporting their financial well-being outside of the workplace. DailyPay was founded in 2015 and is headquartered in New York City.

Why Work With Us

Our people are the heart of our success, and we're dedicated to winning together. We foster an inclusive environment rooted in strong values, where everyone feels welcomed and respected. Beyond offering opportunities to contribute to challenging and dynamic projects that fuel your professional growth, we offer competitive benefits and much more!

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DailyPay Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Our office based employees are asked to be in the office generally 3 days per week. Remote employees will continue to have permanently remote status.

Typical time on-site: 3 days a week
HQNew York, NY
Company Office Image
DailyPay Belfast
Learn more

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