Customer Success & Relationship Officer
We're 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 experience from awareness to application and continuous usage.
What You'll 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.
What We're Looking For
We're seeking someone who is:
- 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.
Your Success Will Be Measured By
- 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
Why Join Us?
This is a high-impact role where you can directly contribute to:
- Better financial access for employees
- Stronger client partnerships
- A mission-driven program that improves lives through responsible lending