Customer Success Specialist - Enterprise
TLDR
Customer Success Specialists play a key role in ensuring our enterprise customers derive value from Equals’ products and services and advocate for them by providing feedback to enhance their customer
About us
Over the last 16 years, Equals Money has helped over a million satisfied customers move and manage their money. Our award-winning product portfolio allows our customers to make low-cost multi-currency payments across various payment products. From travel money to transfers, currency hedging, to expense management, open-banking to card acquiring, we are focused on a single goal of making it easy for our customers to manage and move their money.
With our headquarters in London and teams in Brussels, Chester, Amsterdam and Los Angeles, the Equals Group operates a portfolio of successful and exciting business lines and brands - Equals Money, FairFX and CardOneMoney in the UK and now Equals Money Europe in Belgium. You will join a very close-knit, talented and supportive team from various backgrounds who believe that bringing different perspectives together helps us understand our customers' needs. United, by one thing, making money management straightforward and cost-effective for our customers.
About the role
A Enterprise Customer Success Specialist at the Equals Group is a proactive and solution orientated individual, and someone that strives to deliver first class customer service. You will be working as part of a dedicated team to help support the groups’ Enterprise customers & partners.
Equals Group provides each of its’ white label partners with a unique, company branded client-facing and back-office system for the provision of FX and International Payment Services. We utilise our strong operational framework and appropriate regulatory licences to build strategic partnerships. This allows us to acquire a large market share in a quick but controlled manner.
In this role, you will be responsible for supporting all enterprise customers including white labels, PAAS/BAAS customers & large value/key accounts and providing a first-class service. Customer Success Specialists play a key role in ensuring our customers derive value from Equals’ products and services. They support the organisation by working through service requests and helping our customers understand and make the most of our products and platform. Working closely with Commercial, Product, and Operations teams, Customer Success Specialists provide valuable insights on how customers engage with our products.
About you
We believe that certain skills are essential in order to be successful in this role and these are detailed below. You may not have all the other skills we have outlined as desirable; we understand that and will still welcome your application. We will carry out individual interviews for shortlisted candidates and assess who is best suited for the role after we have discussed everything with you.
Responsibilities
Develop and maintain strong relationships with customers, acting as a point of contact for service-related needs.
Gain a deep understanding of customer business goals and how Equals solutions can support them.
Advocate for customers by providing feedback to internal teams, including Product, Sales, and Operations, to enhance the customer experience.
Identify potential opportunities for cross-selling or upselling additional products and services.
Identify and address customer pain points, working proactively to improve their experience and reduce churn.
Manage the Customer Success ticketing CRM, ensuring service requests are completed promptly and within SLAs.
Track and report on key customer success metrics, such as service levels, retention rates, and product adoption, using these insights to support continuous improvement
Essential Skills
Excellent Communication skills, socially confident and engaging with internal and external stakeholders
Attention to detail
A passion for helping customers succeed, with a proactive approach to identifying and addressing customer needs.
Business acumen and commercial awareness
Knowledge and practical experience of MS Office (Word, Excel and Outlook)
Good organisation and time management
The ability to work as part of a team
Willingness to learn and absorb new information
Strong analytical and problem-solving skills. Ability to think strategically and creatively to solve customer challenges.
Desirable Skills
Experience in payments, FX, or other financial services
Understanding of responsibilities under Anti-Money Laundering Regulations
Our investment in you
We welcome people into Equals and desire to grow and develop our talented teams. We believe in teamwork and celebrating our successes. We strive to embrace our values. We want to put you in the driving seat of your career and achieve your full potential through growth opportunities and developmental support.
Where possible we offer the opportunity to work flexibly and the opportunity to balance some remote working with time in the office collaborating, taking part in events and developing the social connections that make working with us rewarding.
Equals strives to create a workplace where we can all be ourselves. We believe in inclusion, equality and the power of diversity, so you'll be encouraged to bring your unique perspectives and experiences, and help us understand what you need to do your best work.
Equals Money is a financial services platform that specializes in low-cost multi-currency payments, designed to help customers manage their money seamlessly. Catering to a diverse range of industries, we combine advanced technology with personalized service to make money movement and management straightforward and efficient. With a focus on customer satisfaction, we've empowered over a million users to navigate their financial needs effectively.