Customer Success & Relationship Officer

We're Hiring! Customer Success & Relationship Officer

Empower employees. Strengthen partnerships. Drive financial inclusion.

Are you a people-oriented professional who thrives in engagement, relationship-building, and on-ground activation? Join us and become the go-to champion for our salary loan program across our partner companies.

As a Customer Success and Relationship Officer, you will play a vital role in expanding loan adoption, strengthening client partnerships, and ensuring employees enjoy a clear, seamless, and positive loan experience from awareness to application and continuous usage.

What You'll Do

As the frontliner of employee engagement, you will:

• Drive loan penetration and awareness across partner companies through on-site visits, orientations, and digital activations.
• Build strong operational relationships with HR, payroll teams, and employee supervisors.
• Lead high-impact employee events, orientations, and info sessions to boost visibility and loan adoption.
• Coordinate payroll processing requirements and resolve operational issues to keep the loan journey frictionless.
• Recruit, train, and manage Loan Ambassadors to expand reach and engagement.
• Gather insights from employees and HR partners to improve the loan experience and increase retention.

What We're Looking For

We're seeking someone who is:

• A strong communicator who enjoys interacting with employees and HR teams
• Confident in facilitating orientations and training sessions
• Skilled in relationship-building and issue resolution
• Energetic, proactive, and consistent in on-site and digital engagement
• Organized with strong data tracking and reporting ability
• Creative in deploying marketing and engagement initiatives
• Experience in field engagement, HR coordination, training facilitation, financial services, or customer success is a strong advantage.

Your Success Will Be Measured By

• Employee penetration and borrower conversion rates
• Frequency and quality of engagement activities
• Accuracy of reports, coverage data, and feedback
• HR satisfaction scores and ambassador program effectiveness
• Employee experience and support responsiveness

Why Join Us?

This is a high-impact role where you can directly contribute to:

• Better financial access for employees
• Stronger client partnerships
• A mission-driven program that improves lives through responsible lending