Simpay · 6 hours ago
Client Success Specialist
Trevose, PA
Full-time
Onsite
Entry Level
1+ years expSimpay is a company focused on providing exceptional client experiences and driving revenue growth. The Client Success Specialist is responsible for managing client inquiries, assisting with account-related changes, and maintaining strong relationships with clients while promoting satisfaction and retention.
AppsFinancial ServicesMobile PaymentsPayments
Hiring Manager
Matt Wilkerson
Responsibilities
Client Inquiry Management: Monitor and route incoming emails and phone requests, creating department tickets and acting as a liaison between departments to ensure timely completion of requests
Account Management: Assist clients with account-related changes and answer general inquiries regarding supported equipment, additional services, and account maintenance via phone, email, and Teams
Ticket Management: Review, research, and update tickets as needed, addressing account changes, updates, refunds, cancellations, escalations, research, and reporting, all within Service Level Agreement (SLA) goals
Continuous Learning: Maintain up-to-date knowledge of company policies, procedures, and Simpay supported products and services
CRM System Proficiency: Utilize standard Simpay CRM systems, including Gravity, HubSpot, SalesView, Agreement Express, Access One, and the PCI Portal
EOS Participation: Actively participate in and manage Entrepreneurial Operating System (EOS) responsibilities, including meetings, Rocks, To-Dos, Scorecards, Cascading Messages, 1:1s, and Quarterly Conversations
Proactive Client Outreach: Make outreach calls to Simpay clients as needed
Additional Duties: Perform additional tasks as assigned
Qualification
Required
1-3 years of customer service experience
Willingness to learn and adapt – coachable
Strong analytical and problem-solving skills, critical thinking
Proficient in Excel, Word, Microsoft Outlook and telephone protocol
Preferred
Excellent organizational and interpersonal communication skills (written and verbal)
Ability to make accurate, independent decisions based on data provided
Ability to work in team driven environment, yet able to work independently
Ability to adjust priorities and manage time wisely in a fast-paced environment
Able to properly service our sales partners while maintaining a focus on reducing company exposure/loss and driving revenue
Company
Simpay
Simpay is a fintech company that offers payment solutions for businesses.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$17MKey Investors
Columbia Pacific Advisors
2021-10-25Debt Financing· $17M
Leadership Team
Lazaros Kalemis
CEO & Co-Founder
John Pfisterer
Chief Financial Officer
Recent News
2026-01-09
2026-01-09
2025-12-09
Company data provided by crunchbase