equipifi · 15 hours ago
Customer Success Specialist
United States
Full-time
Remote
Entry, Mid Level
2+ years expequipifi is a venture-backed, rapidly growing fintech startup based in Scottsdale, Arizona. They are seeking a Customer Success Specialist who will play an essential role in representing the company to customers during onboarding and act as a trusted advisor for customer success thereafter.
FinanceFinancial ServicesFinTechMobile PaymentsSaaSSoftware
No H1B
Responsibilities
Own the customer relationship and manage customer communication
Interact with executives, project leads, and operational teams
Act as a customer advocate within the organization
Qualification
Required
2-3 years in a B2B enterprise SaaS customer-facing role where you have taken on the role of both project manager and consultant, guiding customers through the onboarding journey
Foster and build relationships with customers during onboarding to ensure retention and long-term customer success
Self-starter with the ability to effortlessly pivot as is dictated by the needs of our fast-paced, entrepreneurial company
Strong multi-tasker with an ability to intuitively prioritize multiple competing projects and timelines
Excellent communicator both verbally and in writing, easily building consensus both internally and externally
Problem-solver, with a passion to recognize process improvements and build scalable solutions
Collaborator, experience in creating cross-team processes and documentation
Detail-oriented and extremely organized with a drive to get things right the first time
Preferred
Prior experience at a FinTech or other financial institution subject to rigorous regulations
Benefits
Competitive compensation includes stock options offered to all employees
Comprehensive medical, dental and vision insurance coverage with 100% of employee premiums paid for by equipifi and 50% for dependents' premiums
Long-term and Short-term disability, as well as term life insurance coverage with 100% of premiums paid for by equipifi
Unlimited Paid Time Off, plus paid holidays, and parental leave
Flexible hybrid office/work from home philosophy
401(k) program available with a company match
Company
equipifi
equipifi is a fintech SaaS powering banks and credit unions with BNPL solutions that align with their cardholders’ financial goals.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$15MKey Investors
The FIS FinTech Accelerator in Partnership with The Venture CenterFIS Impact VenturesNew Stack Ventures
2023-01-05Grant
2022-08-10Series Unknown
2022-05-23Series A· $12M
Leadership Team
Colleen Shannon
Chief Financial Officer
Recent News
2025-09-12
Company data provided by crunchbase