Technical Point of Contact: Act as the primary point of contact for Finmos fintech clients during their onboarding process, ensuring a seamless and positive experience from the outset.
Relationship Building: Build and nurture strong relationships with merchants throughout their journey with Finmo, acting as a trusted advisor and technical expert.
Customized Solutions: Provide customized solutions to merchants, addressing their unique use cases and business requirements, and demonstrating a deep understanding of the payments industry.
Solution Decks and Documentation: Create solution decks and diagrams for initial demos and maintain up-to-date solutions documentation. Develop a generic deck for standard use cases to streamline the initial sales process.
Discovery Calls: Participate in initial discovery calls with the sales team to suggest tailored solutions, utilizing a problem-solving mindset to think outside the box and address complex challenges in the payments industry.
Self-Serve Onboarding: Leverage knowledge and expertise to implement self-serve customer onboarding solutions, enabling a scalable and efficient onboarding process.
Onboarding Assistance: Own the account post-deal closure and assist merchants with queries during the onboarding phase, ensuring a smooth transition and addressing any concerns that arise.
Technical Support: Provide technical API assistance during the integration phase, supporting merchants with troubleshooting and resolving any technical challenges encountered.
UAT and Production Testing: Assist merchants with User Acceptance Testing (UAT) and support them through production testing post-UAT sign-off, ensuring that all issues are resolved before go-live.
Communication Bridge: Act as the bridge between merchants and Finmo s Tech/Product teams, effectively communicating merchant feedback to help enhance and improve the product.
Compliance Collaboration: Work closely with compliance teams to evaluate merchants businesses, assess financial risks, and recommend solutions that align with Finmo s risk appetite while ensuring smooth operations.
Documentation and Handover: Work on comprehensive documentation for the complete handover to the customer success team, ensuring a thorough understanding of the merchant s setup and needs post-stabilization.
Qualifications
Must-Have Skills:
Confident Communication: Ability to engage confidently in conversations with clients and internal teams, both one-on-one and in group settings.