Customer Success Specialist
At Paystand, we’re not just another fintech company—we’re trailblazers in decentralized finance (DeFi), transforming how businesses manage their finances. With thriving hubs in Santa Cruz, San Francisco, Austin, Minneapolis, Mexico City, Hermosillo, and Guadalajara, we’re leading a global revolution in financial systems. Recognized on the Inc. 5000 list for five consecutive years, we’re among the fastest-growing companies reshaping the future of finance.
Our Expanding Ecosystem: Paystand isn’t just a company—it’s a growing global network. With the strategic acquisitions of Teampay, a leader in spend management, and Yaydoo, a top AR and AP platform in Latin America, we’re building an expansive ecosystem designed to revolutionize financial operations and fuel business growth worldwide.
Why Paystand?
What We Do: By harnessing the power of blockchain technology, we digitize receivables, automate financial processes, reduce time-to-cash, lower transaction costs, and unlock new revenue streams for businesses.
Why We Do It: We’re driven by a mission to revolutionize digital payments and decentralize finance, creating a more open, inclusive, and transparent financial ecosystem, starting with B2B payments.
How We Do It: As change-makers in the DeFi movement, we don’t just follow trends—we set them. If you’re passionate about shaping the future of fintech and eager to redefine what financial technology should look like, Paystand is the place where you can make a significant impact.
Join Us: Be part of something bigger. Join Paystand and help us lead the financial revolution.
Role At A Glance
We are looking for a strategic and hands-on Customer Success Specialist to join our Yaydoo team and manage day-to-day client relationships and help deliver an excellent customer experience. This role will be responsible for coordinating technical support, driving customer satisfaction, and ensuring a smooth experience using our platform.
Key Responsibilities
- Support the onboarding and implementation process for new customers on the platform.
- Guide customers in the adoption and effective use of Yaydoo’s solutions.
- Build and maintain strong relationships with assigned customer accounts.
- Identify opportunities to improve the customer experience and increase satisfaction.
- Monitor platform usage and detect opportunities for improvement or account expansion.
- Collaborate with Sales, Product, Support, and Operations teams to address customer needs.
- Provide guidance and best practices related to invoicing, collections, and accounts receivable processes.
- Track customer health, adoption, and retention metrics.
- Support the identification of upsell and expansion opportunities within existing accounts.
Requirements
- 1 to 3 years of experience in Customer Success, Account Management, Customer Support, or similar roles.
- Experience in SaaS, fintech, or enterprise technology is a plus.
- Strong communication skills and the ability to build client relationships.
- Ability to manage multiple accounts and priorities effectively.
- Problem-solving mindset and strong collaboration skills.
- Familiarity with CRM tools such as HubSpot or similar platforms.
- Bachelor’s degree in Business Administration, Finance, Business, Technology, or a related field.
- Knowledge of invoicing processes in Mexico and payment ecosystems.
Preferred Qualifications
- Knowledge of financial processes, invoicing, or accounts receivable.
- Experience in software implementation or customer onboarding.
- Understanding of ERP or financial system integrations.
- Intermediate or advanced English proficiency.
Perks
- Salary + equity in a high growth-stage startup
- Flexible and Generous PTO (vacation)
- Opportunity for advancement & growth in a rapidly expanding team
- Mentorship, learning & education programs
- Smart, motivated team that likes to have fun
- Mission-driven culture, where your work matters
If you're passionate about driving change in the FinTech landscape and being part of a company that is shaping the future of digital payments, we invite you to explore opportunities with Paystand.
We understand that no candidate is perfectly qualified for any job. Experience manifests in diverse ways, skills are transferable, and passion is a powerful driver. Your journey and skills are unique, and we value the richness that diverse perspectives bring to our team.
More than a resume, we prioritize a genuine commitment, impactful contributions, and the ability to thrive in our dynamic, collaborative environment. We are enthusiastic about providing you with opportunities to learn and grow within this role. If your experience aligns closely with what we're seeking, we encourage you to apply.
We celebrate the belief that diversity in backgrounds and thoughts fuels better problem-solving and fosters more creative thinking. Our commitment to adding new perspectives to the team reflects our dedication to innovation and inclusivity.
Your journey is important to us, and we look forward to the possibility of welcoming you to our team at Paystand. Feel free to reach out; we can't wait to hear from you.
All roles are on-site only. Only English resumes will be considered.
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