Customer Success Officer

Confidential Company

Multiple VacanciesEmployer Active

Posted 19 min ago

Experience

1 - 3 Years

Monthly Salary

AED 12,000 - 15,000 ($3,241 - $4,051)

Job Location

Dubai, Abu Dhabi - United Arab Emirates (UAE)

Education

Any Graduation

Nationality

Any Arab National, Indian, Pakistani, Sri Lankan

Gender

Any

Vacancy

20 Vacancies

Job Description

Roles & Responsibilities

  • Focus on sourcing business clients for various business banking products
  • Identify and engage with potential business clients through outbound efforts, referrals, and open market
  • Educate prospective customers on bank’s business banking solutions, tailored to startups, SMEs, and modern entrepreneurs.
  • Support discovery meetings and convert qualified leads and onboard the clients.
  • Seamless Client Onboarding
  • Lead the full onboarding process for new clients — from initial documentation to platform activation.
  • Ensure customers understand Bank’s features, benefits, and tools via personalized training and onboarding sessions.
  • Partner with internal teams (Compliance, Tech Support, Product) to resolve issues and deliver a frictionless start.
  • Client Relationship Building
  • Serve as the primary point of contact for new clients during their initial engagement phase.
  • Build strong, trust-based relationships through proactive communication and support.
  • Work cross-functionally with Sales, Marketing, Product, and Support teams to improve lead quality and customer journeys.
  • Maintain detailed, accurate records in Bank’s CRM system (e.g., Salesforce/HubSpot).
  • Deliver regular reports on onboarding progress, customer health scores, and pipeline status.
  • Upselling, Cross-Selling & Retention Support
  • Identify opportunities to introduce additional Bank services or features that enhance client value.
  • Support retention initiatives and early-stage lifecycle management efforts.

Desired Candidate Profile

Qualifications And Experience

  • Bachelor’s degree in Business, Marketing, Communications, or a related field.
  • 1–3 years of experience in sales, client onboarding, business development, or customer success, preferably in fintech, banking, or SaaS.
  • Excellent communication, presentation, and client-facing skills.
  • Proven ability to build rapport quickly and manage customer relationships with professionalism.
  • Experience working with CRM platforms such as Salesforce, HubSpot, or similar.
  • Goal-oriented, adaptable, and passionate about helping customers succeed in a digital environment.

Employment Type

    Full Time

Company Industry

Department / Functional Area

Keywords

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Confidential Company