Client Engagement Specialist

We are seeking a motivated Client Engagement Specialist to join our team. This role is ideal for someone who is passionate about building meaningful, long-term client relationships. You will play a key role in driving customer satisfaction and loyalty while supporting retention and upsell initiatives.

Financial institutions have troves of underutilized data. We specialize in extracting insights from that data to help them make better strategic decisions.

As a Client Engagement Specialist, you will develop long‑lasting relationships with key clients, drive customer satisfaction, and support retention and upsell initiatives.

• Lead and support customer training, implementation, and onboarding to ensure a smooth and successful launch.
• Build and maintain strong, long‑lasting relationships with key clients by understanding their needs, providing personalized service, and consistently delivering value.
• Regularly collect and analyze client feedback to identify areas for improvement and collaborate with internal teams to enhance the customer experience.
• Identify opportunities to retain and grow the client base, including upselling and cross‑selling products or services aligned with evolving client needs.
• Develop and execute client retention programs and initiatives to increase loyalty and reduce churn.
• Partner with the data team to analyze customer data and develop tailored risk profiles based on each client’s credit policy, usage trends, and portfolio performance.
• Support change management efforts by coordinating customer communications related to product updates, enhancements, and feature releases to drive clarity, adoption, and satisfaction.

• Strong interpersonal and communication skills with the ability to explain complex credit concepts in a client‑friendly manner.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Creative problem solver with strong attention to detail.
• Ability to work both independently and collaboratively in a team environment.
• Excellent organizational and time‑management skills.
• Solid understanding of credit analysis, underwriting processes, and risk management frameworks.