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iPiD

Implementation & Customer Success Specialist

RemoteUnited States only
Published
Role
Support
Experience
Mid
Employment
Full-time
Salary not disclosed
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Client-facing Implementation & Customer Success role (50% customer success, 25% pre-sales, 25% implementation). Needs 2+ yrs of customer-success/client-facing experience (fintech preferred), 1+ yr with APIs and SaaS. Must already have valid US work authorization.

Core skills

APIs

Required skills

SaaSdatabasescloud technologiesproject management tools

Optional skills

OpenPGPRSA

Required languages

English Strong (able to communicate technical concepts to non-technical stakeholders)

What you'll do

  • Assists sales support team in client-facing pre-sales activities, acting as a trusted partner to prospects.
  • Assist in preparing demos, presentations, and technical documentation to help secure client sign-ups.
  • Collaborate with senior specialists to understand client requirements and translate them into actionable solutions.
  • Assist in the implementation of iPiD’s solutions, ensuring smooth onboarding and integration for clients.
  • Work with clients to gather requirements and support technical setup, focusing on APIs and workflows.
  • Coordinate with Technology and Product teams to support integration tasks and troubleshooting.
  • Serve as a primary point of contact for clients post-implementation, fostering long-term relationships and client satisfaction.
  • Deliver ongoing training, enablement sessions, and best-practice guidance to maximize client value.
  • Monitor client usage data and feedback to identify pain points, improvement opportunities, and expansion potential.
  • Proactively identify and escalate client issues or risks to senior team members.
  • Support retention and advocacy efforts by ensuring clients achieve measurable success with iPiD.

What they require

  • Minimum 2 years of experience in client-facing/customer success roles, preferably within the fintech or financial services sector.
  • At least 1 year of experience working with APIs and web-based software (SaaS).
  • Strong understanding of software development lifecycle and technical implementation processes.
  • Strong pre-sales and client relationship management experience, beyond ticketing or customer service.
  • Familiarity with APIs, databases, and cloud technologies.
  • Proficient in project management tools and methodologies.
  • Excellent problem-solving skills and a customer-first approach.
  • Ability to manage multiple projects and priorities simultaneously.
  • Demonstrated ability to manage multiple customer relationships simultaneously.
  • Driven and proactive with strong attention to detail.
  • Self-starter able to work independently and collaborate reliably.
  • Applicants must have valid work authorization for the location in which the position is based.

Benefits

  • Meaningful impact—helping solve critical challenges for financial institutions and businesses worldwide.
  • Learn from experienced industry leaders across payments, fintech and technology.
  • Ownership & growth in a fast-growing global fintech, with participation in the stock option Plan (ESOP).

iPiD empowers financial institutions, payment service providers, and enterprises with a single global API for Know Your Payee (KYP) verification—reducing fraud, reducing costs, staying compliant, and streamlining cross-border payments, globally.

FintechStartup
Salary not disclosed