Client Success Representative

Equabli is transforming the collections and recoveries landscape through modern, data-driven solutions. Our mission is to create a healthier credit ecosystem by empowering financial institutions, lenders, and debt buyers with technology that streamlines operations, enhances consumer engagement, and drives better outcomes. We’re a fast-growing fintech company with a collaborative culture and a commitment to excellence.

We are seeking a proactive, technically savvy, and detail-oriented Client Success Representative to join our growing team. In this role, you will serve as a trusted partner and advocate for our clients, ensuring they achieve maximum value from Equabli’s products and services. You will play a critical role in pre-sale solution engineering, client onboarding, relationship management, and day-to-day support—while also driving adoption, delivering insights through data, and contributing to scalable success processes.

This is a remote position, offering flexibility and the opportunity to collaborate with a dynamic team across the U.S. and internationally.

Liaise between business team and product, client success and development teams

Facilitate seamless handoff from pre- to post-sale support

Lead the set-up, configuration, and implementation process during onboarding.

Coordinate project timelines, deliverables, and communication across internal and client teams.

Own and manage a portfolio of accounts, acting as the primary point of contact.

Build trust and long-term relationships with client stakeholders across levels.

Conduct regular check-ins, quarterly business reviews, and health assessments.

Translate client business goals into platform usage strategies.

Guide clients in leveraging Equabli’s technology, features, and integrations effectively.

Troubleshoot and resolve client issues with a solutions-oriented, technically capable mindset.

Monitor and interpret product usage data, account health metrics, and performance KPIs.

Present actionable insights and recommendations to clients to optimize outcomes.

Partner with Data Analytics and Product teams to elevate feedback and enhance offerings.

Identify opportunities for upsell, cross-sell, and renewals in partnership with the Sales team.

Collaborate with Product, Engineering, and Operations to ensure seamless client experiences.

Contribute to the development of success playbooks, workflows, and best practices.

5+ years of experience in Customer Success, Account Management, or client-facing roles (preferably SaaS or B2B).

Strong communication and interpersonal skills, with the ability to influence and collaborate effectively.

Strong technical proficiency - comfortable with SaaS platforms, APIs, integrations, and troubleshooting workflows in addition to project management methodologies and tools

Demonstrated project management skills with the ability to prioritize, organize, and deliver against multiple deadlines.

Analytical mindset - able to interpret data, generate insights, and communicate findings clearly.

Bachelor’s degree in business, Communications, Project Management, or related field—or equivalent experience.

Experience in fintech, credit, lending, or collections/recoveries.

Familiarity with client onboarding workflows, customer journey mapping, and retention strategies

Understanding of product-led growth and recurring revenue business models.

Exposure to CRM systems, ticketing tools, and data visualization platforms (e.g., Salesforce, Hub Spot, Jira, etc.).

• Competitive salary and benefits.
• 100% remote, flexible work environment.
• Health Insurance.
• 401k
• Opportunities for career growth and professional development.
• A supportive, mission-driven, and collaborative team culture.