Client Success Lead

ABOUT PAVE BANK: Pave Bank is the world’s first programmable business bank. Built by the founders behind Monzo and BigPay, we are redefining global business banking by integrating programmable financial infrastructure with world-class client experiences. ABOUT CLIENT SUCCESS: The Client Success team ensures our clients successfully adopt, operate, and scale using Pave’s banking platform. We sit at the intersection of clients, operations, engineering, and compliance, ensuring that our services are delivered reliably while continuously improving operational efficiency and client experience. Our goal is to ensure clients derive maximum value from Pave’s platform while maintaining the highest operational and regulatory standards. ROLE OVERVIEW As a Client Success Lead, you will be responsible for managing the operational lifecycle of client relationships—from onboarding through ongoing support and operational optimization. You will ensure clients successfully implement and operate Pave’s banking products while driving operational excellence across client workflows. The role requires strong cross-functional collaboration with Product, Engineering, Compliance, and Risk teams to ensure client needs are addressed while maintaining regulatory integrity. This role combines client relationship ownership, operational problem-solving, and data-driven decision-making. KEY RESPONSIBILITIES OF CLIENT SUCCESS LEAD: - Client Management: Proactively identify opportunities to improve client adoption and operational efficiency. - Account Management: Build strong, trusted relationships with client stakeholders to ensure a high-quality service experience. - Revenue & Retention: Support initiatives that drive Net Revenue Retention (NRR) through strong client engagement and product adoption. - Identify expansion opportunities, including cross-sell and upsell of additional Pave services. - Operational Excellence: Identify operational bottlenecks and implement scalable solutions to improve service delivery. Contribute to building internal operational documentation and knowledge bases. - Cross-Functional Collaboration: Act as the "voice of the customer" internally, working directly with Engineering, Operations, and Compliance teams to prioritize client-critical initiatives and influence the product roadmap. - Risk & Compliance Integration: Work closely with Risk and Compliance teams to ensure all client activities and expansions align with regulatory standards in a complex banking environment. - Data Analysis: Monitor client usage patterns and health scores to make proactive operational and resourcing decisions. - Client Success Excellence: Design, implement, and optimize the Client Success workflow and strategies to drive efficiency and data-driven decisions. Contribute to internal knowledge-sharing and help build the playbooks for onboarding, adoption, and revenue generation. WHAT WE’RE LOOKING FOR - Experience: 6+ years of progressive experience in Client Success, Account Management, Client Success, managing enterprise or fintech clients in complex operational environments. - Sector Background: Proven track record in a complex Banking/ Digital Banking, FinTech, SaaS, or Software. - Operational & Compliance Knowledge: Hands-on experience working within Risk and Compliance frameworks to manage client portfolios safely. - Data & Analytics: Highly analytical and comfortable using data—such as financial projections and health scores—to drive operational results. - Global Mindset: Ability to manage international portfolios and work effectively across diverse, global teams. - Communication: Exceptional communication and negotiation skills, with the ability to influence internal stakeholders and external client leaders. - Adaptability: Comfort working in a fast-paced, high-growth environment where agility is key. - Languages: Fluent in English; Mandarin or any additional languages are considered a bonus. WHAT WE OFFER: - The opportunity to shape the future o…