Client Success Manager

About Us:
DailyPay is transforming the way people get paid. As a worktech company and the industry’s leading on demand pay solution, DailyPay uses an award-winning technology platform to help America’s top employers build stronger relationships with their employees. This voluntary employee benefit enables workers everywhere to feel more motivated to work harder and stay longer on the job while supporting their financial well-being outside of the workplace.
DailyPay is headquartered in New York City, with operations throughout the United States as well as in Belfast. For more information, visit DailyPay's Press Center.

The Scaled Client Success Manager is responsible for managing and growing a high-volume portfolio of small-to-medium enterprise clients. Working within the Customer Office, you will resolve emerging client issues and contribute to defined tasks that ensure long-term retention and product adoption. This role requires building fluency with our success tools and automated platforms to support team delivery and provide a seamless, value-driven experience for our clients.

• Portfolio Management: Manage a high-volume portfolio of xSME accounts, ensuring

  consistent engagement through "one-to-many" communication strategies

• Adoption Growth: Drive the adoption of key DailyPay features and tools by educating

  clients on the value of our products and services

• Issue Resolution: Resolve emerging client concerns and technical hurdles with some

  discretion, escalating complex issues to senior leadership when necessary

• Health Monitoring: Build fluency with internal health-scoring tools to proactively

  identify at-risk accounts and implement standardized save-plays

• Onboarding Support: Support the final stages of the client onboarding process to

  ensure a smooth transition from implementation to long-term success

• Feedback Loop: Contribute to the product feedback loop by identifying and

  documenting common pain points or feature requests specific to the xSME segment

• Renewal Execution: Execute standardized renewal processes to maintain high

  retention rates across the assigned client base

• Process Fluency: Maintain a high degree of proficiency in CRM (Salesforce) and CS

  tools (e.g., Gainsight) to ensure accurate data tracking and reporting

• Relevant Experience: 1–3 years of experience in client success, account

  management, or customer support, preferably in a SaaS or fintech environment

• Analytical Foundation: Foundational ability to interpret data dashboards and use

  metrics to drive proactive client outreach

• Technical Proficiency: Proficiency in CRM systems (Salesforce or Gainsight

  preferred) and a quick ability to learn new internal financial and communication tools

• Communication Skills: Strong written and verbal communication skills, with a focus

  on delivering clear and concise value propositions to a high volume of clients

• Problem-Solving Skills: Proven ability to resolve routine to semi-complex issues

  independently while following established departmental procedures

• Educational Foundation: Bachelor’s degree in Business, Communications, or a

  related professional field