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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer experience optimization and data-driven decision-making within the payments and fintech sectors. Proficient in leveraging data analysis, AI, and automation to enhance customer journey and reduce operational friction.
Highest-signal resume keywords
Customer Experience StrategyData Proficiency Using SQLPayments Business KnowledgeCross-Functional CommunicationAI and Automation Implementation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisSQLDatabricksCustomer Journey OptimizationChurn ReductionProcess ImprovementHypothesis TestingSegmentationRevenue RetentionCost-to-Serve Analysis
Soft Skills
Problem SolvingBusiness JudgmentCross-Functional InfluenceClear CommunicationDecision-Making
Tools & Technologies
SalesforceAI ToolsAutomation ToolsData Visualization ToolsCustomer Insight Measurement Tools
Industry Keywords
FintechSaaSPaymentsCustomer ExperienceOperational ChurnNPSCSATRisk ReviewsCross-Border PaymentsChargebacks
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own Customer Experience Insights and Optimization across the customer journey
- Uncover customer contact, product churn, and operational churn drivers using customer contacts, churn, payment behavior, operational data, reviews, and NPS/CSAT
- Diagnose underlying product, payment, process, policy, tooling, and integration issues
- Shape customer experience priorities across SaaS and payments
- Test hypotheses, segment customers, quantify impact, and connect insights to contact rate, churn, revenue retention, and cost-to-serve
- Identify opportunities through AI, automation, tooling, communications, and process improvements
- Partner with Product and Engineering on opportunities requiring deeper product investment
- Build alignment across Product, Engineering, Customer Operations, Risk, Data, Finance, and GTM
- Evolve Plooto's customer insight measurement and action capabilities
- Create reliable visibility into contact and churn drivers
- Translate complex analysis into concise, decision-ready recommendations for senior leaders
- Reduce avoidable customer contact, product- and operationally-driven churn, and cost to serve
- Improve visibility into customer friction root causes and implement automation and AI opportunities
- Create interim solutions while structural product improvements are developed
- Build a mature, data-driven approach to improving Plooto's end-to-end payment experience
Requirements
What you’ll need- Significant experience in payments, fintech, SaaS, customer experience strategy, or a related analytical role, ideally in a product-led environment
- Strong understanding of how money moves through a payments business, including funding, settlement, returns, reconciliation, risk reviews, recalls, cross-border payments, chargebacks, and exceptions
- Demonstrated track record of using data to identify and solve systemic customer, product, or operational problems, with measurable improvements in contact rate, churn, onboarding, payment transparency, or cost-to-serve
- Strong hands-on data proficiency using SQL, Databricks, Salesforce, and similar tools, with minimal reliance on Data for routine analysis
- Strong first-principles problem solving and business judgment
- Ability to move from signal → driver → root cause → opportunity → recommendation and connect insights to customer and business impact
- Experience building or materially improving a customer experience or friction-reduction capability
- Experience using AI, automation, tooling, and process improvements to create measurable impact
- Strong cross-functional influence and communication skills
- Ability to build alignment through clear problem framing, evidence, sound judgment, and concise, decision-ready recommendations for Product and senior leaders
Benefits
Comp & perks- Opportunity to make a meaningful impact transforming the payments space in North America
- Strong product-market fit and a significant growth opportunity
- Backing of experienced fintech leaders
- Opportunity to work across Product, Engineering, Operations, Risk, Data, Finance, and GTM
- Opportunity to shape Plooto's next chapter of growth
