Job Description

Client Engagement & Relationship Management

• Serve as the primary point of contact for assigned clients, managing the entire customer lifecycle from onboarding through to extended adoption.
• Build and maintain strong relationships with client stakeholders, translating their business goals into actionable success plans.

Technical & Operational Excellence

• Provide expert guidance on platform features, card payment processing, and core banking operations.
• Conduct regular check‑ins, training sessions, and meet‑ups to ensure customers are fully equipped to maximise platform value.
• Coordinate troubleshooting of technical issues with internal teams, escalating as needed to resolve client challenges promptly.

Customer Success Delivery

• Conduct regular operational and executive reviews to ensure customers leverage the full capabilities of Pismo offerings.