Sr. Manager, Customer Success Onboarding Center of Excellence
Relay Financial(4 days ago)
About this role
Relay is a rapidly growing company transforming frontline operations into a data-rich, AI-powered ecosystem, serving the physical economy and extending its technology beyond traditional desk-based environments. They focus on innovative solutions for various industries, with a strong emphasis on customer success and scalable onboarding processes.
Required Skills
- AI
- CRM
- LMS
- Process Improvement
- Training
- Data Analysis
- Customer Success
- Onboarding
- Software Configuration
- Project Management
Qualifications
- 7-10+ Years in Customer Success or Implementation
- Leadership Experience
- Process Scalability Expertise
- B2B Enterprise Experience
- Data-Driven Mindset
About Relay Financial
relayfi.comRelay Financial, often referred to simply as Relay, is a financial technology company that specializes in providing online business banking services designed to enhance cash flow management for small businesses. The platform allows users to effortlessly track their earnings, spending, and savings by offering multiple checking and savings accounts tailored to specific financial goals. Relay prioritizes transparency and ease of use, promoting features such as no hidden fees, multi-account organization, and integrations with popular accounting software. Although not an FDIC-insured bank, its banking services are supported by Thread Bank, ensuring funds are eligible for FDIC insurance coverage up to $3 million.
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