dailypay - Client Success Manager
Requirements
• Relevant Experience: 1–3 years of experience in client success, account • management, or customer support, preferably in a SaaS or fintech environment • Analytical Foundation: Foundational ability to interpret data dashboards and use • metrics to drive proactive client outreach • Technical Proficiency: Proficiency in CRM systems (Salesforce or Gainsight • preferred) and a quick ability to learn new internal financial and communication tools • Communication Skills: Strong written and verbal communication skills, with a focus • on delivering clear and concise value propositions to a high volume of clients • Problem-Solving Skills: Proven ability to resolve routine to semi-complex issues • independently while following established departmental procedures • Educational Foundation: Bachelor’s degree in Business, Communications, or a
Responsibilities
• Portfolio Management: Manage a high-volume portfolio of xSME accounts, ensuring • consistent engagement through "one-to-many" communication strategies • Adoption Growth: Drive the adoption of key DailyPay features and tools by educating • clients on the value of our products and services • Issue Resolution: Resolve emerging client concerns and technical hurdles with some • discretion, escalating complex issues to senior leadership when necessary • Health Monitoring: Build fluency with internal health-scoring tools to proactively • identify at-risk accounts and implement standardized save-plays • Onboarding Support: Support the final stages of the client onboarding process to • ensure a smooth transition from implementation to long-term success • Feedback Loop: Contribute to the product feedback loop by identifying and • documenting common pain points or feature requests specific to the xSME segment • Renewal Execution: Execute standardized renewal processes to maintain high • retention rates across the assigned client base • Process Fluency: Maintain a high degree of proficiency in CRM (Salesforce) and CS • tools (e.g., Gainsight) to ensure accurate data tracking and reporting
Benefits
• 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 • High-performing cultures aren't built in silos, they thrive on partnership. At DailyPay, we Commit Together to an inclusive, professional environment where multifaceted perspectives are our greatest competitive advantage. We recognize that our team members don’t live “single-issue lives,” and we lean into the wide-ranging backgrounds and life stages that sharpen our collective decision-making. • In our high-trust environment, we empower you to Challenge Norms. We’ve created a space where it is safe to ask difficult questions, disrupt the status quo, and share bold perspectives without fear of professional fallout. We believe that by checking our own assumptions and staying curious about the experiences of others, we arrive at better, more innovative results. • We provide the space for you to do your best work through peer advocacy and transparent career development. If you are looking for a culture that values intellectual honesty, celebrates the unique lived experiences of its people, and thrives on collective success, you’ll find it here. • 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.
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