Customer Success Specialist

equipifi is a venture-backed, rapidly growing fintech startup based in Scottsdale, Arizona. We power banks and credit unions with buy now, pay later solutions that align with consumer payment preferences and financial goals. Since launching our platform in 2023, we’ve been featured in Forbes, American Banker, and the Wall Street Journal, have won several industry awards, and have been selected as one of the Best Places to Work in the Valley for 3 consecutive years.

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Our team is selected based on experience, talent, and most importantly attitude
! We believe each team member should be infinitely
curious
. We practice radical
transparency - we encourage you to share your ideas and collaborate with peers who will respectfully challenge you and, as a team, we will learn, build, and grow together. The work we are doing takes a village and we embrace the adventure together!

At equipifi, we are seeking a Customer Success Specialist who will play an essential role in representing our company to customers during onboarding and become the go-to person for our customers' success once onboarding is complete. As a product expert, you will serve as a trusted advisor, offering technical and operational guidance to meet each customer's unique needs. Reporting to the Head of Customer Success, you ensure that projects stay on track and deliver maximum value to our customers.

In this role, you will be responsible for owning the customer relationship, managing customer communication, and interacting with executives, project leads, and operational teams. You will also act as a customer advocate within our organization.

You will be encouraged to challenge the status quo, explore new ideas, and ask thought-provoking questions while staying focused on our customers' success. We value collaboration and teamwork, and we believe in building strong relationships with colleagues, customers, and partners. Our equipifi team members are defined by their contagious positivity, insatiable curiosity, and people-first attitude. If this resonates with you, we invite you to join us on this exciting journey.

Required:

• 2-3years in a B2B enterprise SaaS customer-facing role where you have taken on the role of both project manager and consultant, guiding customers through the onboarding journey
• Foster and build relationships with customers during onboarding to ensure retention and long-term customer success
• Self-starter with the ability to effortlessly pivot as is dictated by the needs of our fast-paced, entrepreneurial company
• Strong multi-tasker with an ability to intuitively prioritize multiple competing projects and timelines
• Excellent communicator both verbally and in writing, easily building consensus both internally and externally
• Problem-solver, with a passion to recognize process improvements and build scalable solutions
• Collaborator, experience in creating cross-team processes and documentation
• Detail-oriented and extremely organized with a drive to get things right the first time

Preferred:

• Prior experience at a Fin Tech or other financial institution subject to rigorous regulations
• Competitive compensation includes stock options offered to all employees
• Comprehensive medical, dental and vision insurance coverage with 100% of employee premiums paid for by equipifi and 50% for dependents' premiums
• Long-term and Short-term disability, as well as term life insurance coverage with 100% of premiums paid for by equipifi
• Unlimited Paid Time Off, plus paid holidays, and parental leave
• Flexible hybrid office/work from home philosophy
• 401(k) program available with a company match

equipifi is not currently offering visa sponsor ships for any position.

equipifi is an Equal Opportunity Employer. All employment decisions are to be made without regard to race, color, age, sex, gender, sexual orientation, gender identity or expression, pregnancy, religion, creed, marital status, transgender status, partnership status, familial status, national origin/ancestry, alienage or citizenship status, mental or physical disability or medical condition, handicap, military status, veteran’s status, genetic information, unemployment status, status as a victim of domestic violence, status as a victim of sex offenses or stalking, employment status, sexual or reproductive health decisions, or any other status protected by federal, state, or local law (“Protected Characteristics”).