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1. Customer Go-Live & Implementation Management:
Own and supportcustomer onboarding and implementation activitiesfor assigned banking / fintech partners.
Participate inimplementation and project governance callswith clients, partners, and internal teams.
Track keyproject milestones, dependencies, blockers, and risksto ensuretimelygo live.
Ensuretimelyrevenue enablementfornewly launched customers.
2. Customer Success & Relationship Management:
Act as the day-to-daypoint of contact forcustomer operational queriesandimplementation support needs.
Build strong working relationships with client stakeholders and implementation partners.
Ensureseamless customer experienceduringonboarding and post go-live stages.
Proactivelymanage customer expectationsand communicateproject updatesclearly.
3. Cross-Functional Stakeholder Coordination:
Collaborate closely with:
Implementation Engineers
Product Teams
Engineering Teams
Internal Customer Success stakeholders
External implementation partners / clients
Ensuretimelyfollow-ups and resolution of open action items.
4. Technical Troubleshooting & Escalation Support:
Support implementation engineers in troubleshooting product, technical, and functional issues.
Coordinateresolution of escalated support ticketsand client-reported issues.
Understandcustomer workflows, API / integration dependencies, andimplementation challenges.
Ensuretimelyincident responseand closure within defined SLAs.
5. Documentation & Process Excellence:
Maintainimplementation trackers, project status reports, MOMs, and escalation logs.
Documentsolutions, incident learnings, and contribute toprocess / knowledge base improvements.
Ensurestrong operational rigorand reporting hygiene.
6. Revenue & Billing Support:
Supportmonthly billing validationto ensure all newly launched clients are accurately captured.
Identifymissed revenue opportunities / billing gapsand coordinate corrective actions.
Assistinrevenue analysis and reportingfor business reviews and internal insights.
Customer / Program Skills:
Strongcustomer-facing communicationandstakeholder managementskills.
Ability to manage multiple priorities, deadlines, and cross-functional dependencies.
Strongownership mindsetwith ability towork independently.
Comfortable working inhigh-pressure, fast-paced environments.
Strongattention to detailandproblem-solving ability.
Technical / Functional Skills:
Good understandingofSaaS implementation/customer success workflows.
Basic understanding ofAPIs, integrations, ticketing systems, and support processes.
Ability to understandtechnical discussionsandcoordinate issue resolution.
Knowledge ofSLAs, escalations, and support lifecycle.
Tools / Systems:
Preferred exposure to:
CRM/ ticketing tools (Freshdesk, JSMetc.)
Excel/ Google Sheets (reporting, billing analysis, trackers)
Outlook / Teams / stakeholder collaboration tools
Mandatory:
2-4 years of experience in:
Preferred Background:
Experience in:
Zeta is the world's first Omni Stack for credit cards. A single stack for Origination, Processing, FRM, Rewards, Loans, APIs, and Apps.
Job ID: 146068877