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Customer Success Manager

Full-time

Chexy is a fintech startup focused on transforming payment experiences. The company enables Canadians to earn rewards on money they had to spend anyway through innovative payment solutions.

Role Overview

This position involves owning the end-to-end success of clients, from onboarding to ongoing engagement. The successful candidate will serve as the primary support contact for users while championing customer feedback to enhance platform services.

Key Responsibilities

  • Support Operations: Process customer inquiries through email and platforms like Intercom with prompt resolution

  • Problem Resolution: Address intricate customer issues cross-functionally with a solutions-oriented approach

  • Process Development: Design scalable systems including playbooks and documentation for team consistency

  • Analytics: Monitor retention, satisfaction, and engagement metrics

  • Innovation: Leverage AI and automation to improve customer experience efficiency

  • Strategic Projects: Drive initiatives enhancing user adoption and operational performance

Required Qualifications

  • Minimum 3+ years in Customer Success, Account Management, or Customer Operations

  • Background in fintech, payments, or high-growth tech environments (preferred)

  • Strong analytical and communication abilities

  • Proficiency with Notion, Slack, Google Suite, and CX platforms

  • Capacity to manage competing priorities in fast-paced settings

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Chexy

Customer Success Manager

Image

Chexy

Customer Success Manager

Image

Chexy

Customer Success Manager

Need inspiration for your JD?

At Lorikeet, we work closely with customers to shape the requirements for CX AI Automation specialist roles that drive successful outcomes. We have developed a JD template based on our learnings for you to leverage too.

Need inspiration for your JD?

At Lorikeet, we work closely with customers to shape the requirements for CX AI Automation specialist roles that drive successful outcomes. We have developed a JD template based on our learnings for you to leverage too.

Need inspiration for your JD?

At Lorikeet, we work closely with customers to shape the requirements for CX AI Automation specialist roles that drive successful outcomes. We have developed a JD template based on our learnings for you to leverage too.