Minimum Qualifications

• 4–6 years of experience in Customer Success, Support Operations, Customer Onboarding or Account Management within B2B SaaS, Fintech, or platform environments.
• Proven experience owning customer lifecycle outcomes, including onboarding, engagement, retention, and SLA performance.
• Hands-on experience with ticketing systems (e.g., Zendesk, Intercom, Freshdesk) and building structured support workflows.
• Strong ability to work with data (Excel, dashboards) to identify trends, gaps, and performance issues.
• Experience operating in high-accountability environments with clear ownership of outcomes and metrics.

Preferred Qualifications

• Experience designing or implementing automation workflows (AI tools, chatbots, Zapier/Make, internal tooling).
• Familiarity with KYC and onboarding compliance workflows.
• Exposure to AI-assisted support systems or LLM-based ...