Client Success Officer

Were Hiring! Customer Success & Relationship Officer

Empower employees. Strengthen partnerships. Drive financial inclusion.

Are you a people-oriented professional who thrives in engagement, relationship-building, and on-ground activation? Join us and become the go-to champion for our salary loan program across our partner companies.

As a Customer Success and Relationship Officer, you will play a vital role in expanding loan adoption, strengthening client partnerships, and ensuring employees enjoy a clear, seamless, and positive loan experiencefrom awareness to application and continuous usage.

What Youll Do

As the frontliner of employee engagement, you will:

• Drive loan penetration and awareness across partner companies through on-site visits, orientations, and digital activations.
• Build strong operational relationships with HR, payroll teams, and employee supervisors.
• Lead high-impact employee events, orientations, and info sessions to boost visibility and loan adoption.
• Coordinate payroll processing requirements and resolve operational issues to keep the loan journey frictionless.
• Recruit, train, and manage Loan Ambassadors to expand reach and engagement.
• Gather insights from employees and HR partners to improve the loan experience and increase retention.
  
  

• A strong communicator who enjoys interacting with employees and HR teams
• Confident in facilitating orientations and training sessions
• Skilled in relationship-building and issue resolution
• Energetic, proactive, and consistent in on-site and digital engagement
• Organized with strong data tracking and reporting ability
• Creative in deploying marketing and engagement initiatives
• Experience in field engagement, HR coordination, training facilitation, financial services, or customer success is a strong advantage.
  
  

• Employee penetration and borrower conversion rates
• Frequency and quality of engagement activities
• Accuracy of reports, coverage data, and feedback
• HR satisfaction scores and ambassador program effectiveness
• Employee experience and support responsiveness
  
  

• Better financial access for employees
• Stronger client partnerships
• A mission-driven program that improves lives through responsible lending