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 teamsConfident in facilitating orientations and training sessionsSkilled in relationship-building and issue resolutionEnergetic, proactive, and consistent in on-site and digital engagementOrganized with strong data tracking and reporting abilityCreative in deploying marketing and engagement initiativesExperience 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 ratesFrequency and quality of engagement activitiesAccuracy of reports, coverage data, and feedbackHR satisfaction scores and ambassador program effectivenessEmployee experience and support responsiveness
Why Join Us?
This is a high-impact role where you can directly contribute to:
Better financial access for employeesStronger client partnershipsA mission-driven program that improves lives through responsible lending
Apply Now
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 teamsConfident in facilitating orientations and training sessionsSkilled in relationship-building and issue resolutionEnergetic, proactive, and consistent in on-site and digital engagementOrganized with strong data tracking and reporting abilityCreative in deploying marketing and engagement initiativesExperience 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 ratesFrequency and quality of engagement activitiesAccuracy of reports, coverage data, and feedbackHR satisfaction scores and ambassador program effectivenessEmployee experience and support responsiveness
Why Join Us?
This is a high-impact role where you can directly contribute to:
Better financial access for employeesStronger client partnershipsA mission-driven program that improves lives through responsible lending
Apply Now