About Equabli

Equabli is transforming the collections and recoveries landscape through modern, data-driven solutions. Our mission is to create a healthier credit ecosystem by empowering financial institutions, lenders, and debt buyers with technology that streamlines operations, enhances consumer engagement, and drives better outcomes. We’re a fast-growing fintech company with a collaborative culture and a commitment to excellence.

Position Overview

We are seeking a proactive and detail-oriented Client Success Representative to join our growing team. In this role, you will be a key point of contact for our clients, ensuring they have an exceptional experience with Equabli’s products and services. You will support onboarding, resolve day-to-day issues, and build strong relationships that drive retention and client satisfaction.

This is a remote position, offering flexibility and the opportunity to work with a dynamic team across the U.S. and internationally.

Key Responsibilities

• Lead the setup and implementation process during client onboarding, ensuring a smooth handoff from the sales team and a strong start to the client relationship.
• Own and manage a portfolio of customer accounts, building trust and acting as their primary point of contact and advocate.
• Drive product adoption and client engagement by understanding their business goals and ensuring our platform delivers on those outcomes.
• Conduct proactive check-ins and strategic business reviews to share insights, product usage trends, and opportunities for expansion.
• Identify and support upsell, cross-sell, and renewal opportunities in partnership with the sales team.
• Collaborate closely with internal teams to deliver a seamless and high-quality customer experience across every touchpoint.
• Monitor account health metrics, address risk factors, and take action to reduce churn.
• Respond to customer issues and escalations with urgency, professionalism, and a solutions-oriented mindset.
• Contribute to the evolution of customer success playbooks, processes, and best practices as we scale.
• Provide feedback to the product team based on client needs and observed platform usage patterns.

Required Skills & Experience

• Customer success, account management, or client-facing role, preferably in a SaaS or B2B environment.
• Strong interpersonal and communication skills with the ability to build relationships at all levels of a client organization.
• Proven ability to manage multiple accounts simultaneously while maintaining strong attention to detail and responsiveness.
• An analytical thinker comfortable translating product usage and performance data into client insights and action plans.
• Bachelor’s degree in business, communications, project management, or a related field, or equivalent experience.

Preferred Qualifications

• Experience in fintech, credit, lending, or working in a high-growth startup environment.
• Familiarity with onboarding workflows, customer journey mapping, and retention strategies.
• Understanding of product-led growth or recurring revenue business models.

What We Offer

• Competitive salary and benefits
• 100% remote, flexible work environment
• Opportunities for career growth and professional development
• A supportive, mission-driven, and collaborative team culture