- Manage inbound and targeted outbound opportunities, conduct discovery, assess fit, coordinate screening, address objections, and guide suitable prospects to a decision.
- Lead approved customers through onboarding and activation, ensuring they understand how to use Early Payouts.
- Serve as a customer point of contact for questions, disputes, and operational issues, coordinating with Support and specialist teams through resolution.
- Apply customer, fraud, and risk policies; investigate issues, document decisions, monitor patterns, and escalate exceptions or high-impact decisions.
- Track pipeline, onboarding, support demand, usage, and portfolio health, and recommend actions based on lifecycle performance data.
- Share structured customer insights with Product to inform roadmaps.
- Improve CRM, support workflows, handoffs, reporting, documentation, and automation, using AI thoughtfully without weakening controls or customer trust.
- Partner with Marketing on acquisition and lifecycle experiments, campaign execution, competitive analysis, and demand-driving content.
Artificial IntelligenceAccount ManagementCRM