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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client onboarding, technical integration, and troubleshooting within the fintech sector, while effectively driving customer success and revenue growth through strong communication and collaboration across teams.
Highest-signal resume keywords
Client Onboarding ManagementTechnical Account ManagementAPI Documentation UnderstandingCRM ProficiencyCross-Border Payments Familiarity
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Client OnboardingTechnical IntegrationTroubleshootingRevenue ExpansionAPI Documentation ReadingWebhooks UnderstandingAutomation ImplementationPayment Issue ResolutionKYB/KYC ProcessesTransaction Volume Increase
Soft Skills
Clear CommunicationJudgment on EscalationOwnership MindsetInitiative TakingCollaboration
Tools & Technologies
CRM SoftwareContact Center SoftwareMarketing ToolsHubSpotPylonPostman
Industry Keywords
FintechAPI ClientsCustomer SuccessImplementationTechnical Account ManagementStablecoinsSpanish ProficiencyPortuguese Proficiency
About the role
Key responsibilities & impact- Serve as the primary point of contact for production support, onboarding, and activations for API and dashboard clients
- Own the client onboarding journey from kickoff and technical integration through compliance review and first live transactions
- Troubleshoot integration and payment issues, identify root causes, and partner with Engineering and Product to prevent recurrence
- Collaborate across Engineering, Product, Compliance, Operations, and Sales to deliver a strong customer experience
- Drive engagement with existing clients to identify opportunities to add value, expand usage, and grow revenue
- Use CRM, contact center software, and marketing tools to optimize client management and communication
- Replace repetitive work with automations, playbooks, and documentation
- Track client health and usage and share product feedback and trends to help shape the roadmap
Requirements
What you’ll need- 1 to 3 years of experience managing fintech or API clients in a customer success, implementation, or technical account management role
- Proven record of turning customer success into revenue outcomes, such as expansion, retention, or increased transaction volume
- Ownership mindset and ability to take initiatives from 0 to 1
- Sound judgment on when to escalate and willingness to do so
- Comfort with technical concepts, including reading API documentation, understanding webhooks, and using tools like Postman to reproduce issues
- Clear, confident communication with technical and business stakeholders
- Hands-on experience with CRM and support tools such as HubSpot, Pylon, or similar
- Familiarity with cross-border payments, stablecoins, or KYB/KYC processes
- Professional proficiency in Spanish or Portuguese
Benefits
Comp & perks- Remote work arrangement
- Opportunity to help define and build the Customer Success function from the ground up
- Ownership over work and company-wide impact
- Opportunity to automate systems and improve processes
- Opportunity to influence Conduit's product roadmap
- Work with a global fintech infrastructure team backed by Dragonfly, Circle, and Coinbase
