Client Success Manager

About the Company

DailyPay is revolutionizing employee compensation by offering an innovative on-demand pay solution through a cutting-edge technology platform. Trusted by leading American employers, this service empowers employees to enhance their motivation, retention, and financial wellbeing. The company operates nationwide from its New York City headquarters and other locations including Belfast.

Role Overview

The Scaled Client Success Manager will be charged with overseeing and expanding a sizable portfolio of small to medium-sized enterprise (xSME) clients. As part of the Customer Office team, this role focuses on addressing client challenges promptly, supporting seamless product adoption, and ensuring long-term client loyalty through a combination of automated platforms and personal engagement.

Key Responsibilities

• Manage a large portfolio of xSME accounts using a "one-to-many" communication approach to maintain consistent client engagement.
• Promote adoption of DailyPay products by educating clients on their value and benefits.
• Address and resolve client issues and technical obstacles with some discretion, escalating complicated cases when necessary.
• Use health-scoring tools to spot at-risk accounts proactively and implement standardized retention strategies.
• Assist with the final stages of client onboarding to ensure smooth transition from implementation to ongoing success.
• Provide feedback on common client pain points and feature requests to influence product development specific to the xSME segment.
• Conduct renewal processes methodically to sustain high retention rates within the client group.
• Maintain strong proficiency with CRM and customer success platforms such as Salesforce and Gainsight for accurate tracking and reporting.

Qualifications and Skills

• 1 to 3 years experience in client success, account management, or customer support, preferably within SaaS or fintech sectors.
• Basic data analysis abilities to interpret dashboards and use metrics for proactive client engagement.
• Technical proficiency in CRM systems like Salesforce or Gainsight and capacity to quickly learn new financial and communication tools.
• Excellent written and verbal communication skills capable of articulating clear value propositions to numerous clients.
• Ability to independently solve routine to moderately complex problems while adhering to established guidelines.
• Bachelor’s degree in Business, Communications, or a related field.

Employee Benefits

• Comprehensive health, vision, and dental insurance.
• Equity ownership opportunities.
• Life insurance, accidental death & dismemberment, and both short- and long-term disability coverage.
• Employee Assistance and Resource Groups.
• Company social events and outings.
• Unlimited paid time off.
• 401(k) plan with company matching contributions.

Company Culture and Diversity

DailyPay fosters a collaborative, inclusive environment that values diverse perspectives as core competitive advantages. Employees are encouraged to challenge assumptions, ask difficult questions, and share innovative ideas without fear. Transparency and peer advocacy support career growth and collective success. The company is committed to equal opportunity employment and accommodates applicants with disabilities respectfully and confidentially.

Accommodation

Applicants who require reasonable accommodations during the recruitment process can request assistance confidentially via email.