Job Summary
- The Lead, Customer Success is responsible for driving customer retention, satisfaction, and lifetime value across Zojapay’s product suite.
- This role goes beyond support to proactively manage the customer lifecycle, optimize user experience, and contribute directly to business growth.
Key Roles & Responsibilities
Team Leadership & Operations:
- Lead, train, and manage the Customer Success team to deliver high-quality, consistent customer experiences
- Set clear KPIs (CSAT, NPS, response time, resolution time) and drive performance against targets
- Establish shift structures and support coverage to ensure service reliability
Customer Experience Strategy:
- Design and implement customer success frameworks across onboarding, engagement, retention, and reactivation
- Develop and continuously improve customer service policies, SOPs, and playbooks
- Ensure a seamless, end-to-end customer journey across all touchpoints
Customer Engagement & Retention:
- Proactively monitor customer behavior and identify churn risks
- Develop retention and engagement initiatives (e.g., onboarding flows, lifecycle messaging, loyalty programs)
- Drive adoption of key products (payments, savings, loans, bill pay)
Issue Resolution & Escalation Management:
- Oversee resolution of complex customer complaints and escalations
- Ensure timely and professional handling of inquiries across all channels (chat, email, phone, social)
- Maintain high standards of communication and customer satisfaction
Data, Reporting & Insights:
- Track and analyze customer metrics (CSAT, churn rate, repeat usage, ticket trends)
- Generate insights to inform product, operations, and growth strategies
- Maintain accurate records of interactions and leverage CRM tools for reporting
Cross-Functional Collaboration:
- Work closely with Product, Growth, Risk, and Operations teams to improve customer experience
- Provide feedback loops from customers to inform product improvements
- Support go-to-market initiatives and product launches from a customer experience standpoint
Process Improvement & Automation:
- Identify inefficiencies in customer service workflows and implement scalable solutions
- Drive adoption of automation tools (chatbots, help centers, self-service flows)
- Optimize support costs while maintaining service quality
Compliance & Quality Assurance:
- Ensure adherence to regulatory requirements and internal policies
- Implement quality assurance frameworks to monitor and improve service delivery
- Maintain data privacy and security standards in all customer interactions
Key Performance Indicators
Performance Area Performance Indicator:
- Customer Retention & Growth
- Customer retention rate (% of active users retained monthly)
- Churn rate (% of users inactive over a defined period
- Customer Lifetime Value (CLV) growth
Customer Satisfaction & Experience:
- Customer Satisfaction Score (CSAT)
- Net Promoter Score (NPS)
Service Delivery & Operational Efficiency:
- Average First Response Time (FRT)
- Average Resolution Time (ART)
- SLA adherence rate (% of tickets resolved within SLA)
- Cost per support interaction
Team Performance & Capability Development:
- Team productivity (tickets per agent, quality scores)
- Quality Assurance (QA) scores on interactions
- Staff attrition rate
- Training completion and performance improvement rates
Process Improvement & Automation:
- % of inquiries resolved via self-service (help center, chatbot)
- Reduction in ticket volume due to automation
Requirements
- Minimum Bachelor’s Degree
- Relevant Software’s qualification or training.
- 5+ years experience in Customer Success/Support, preferably in fintech or financial services
- Proven experience leading teams and managing performance
- Strong understanding of customer lifecycle management and retention strategies
- Data-driven mindset with experience using CRM and analytics tools
- Excellent communication, problem-solving, and stakeholder management skills
Skills & Competencies:
The competence proficiency levels required for the position of Frontend Developer are defined using the following key terms:
- Customer Lifecycle Management (Onboarding, Retention and Expansion) – Mastery
- Customer Support Operations (Ticketing, SLAs, Escalations) – Skill
- Data Analytics & Customer Insights – Mastery
- Team Leadership & People Management – Mastery
- Customer Communication & Relationship Management – Mastery
- Process Design & Optimization – Mastery
- Cross-Functional Collaboration (Product, Growth, Risk, Ops) – Mastery
- Product Knowledge (Payments, Loans, Savings, etc.) – Skill
- Regulatory & Compliance Awareness (Fintech Context) – Skill
- Customer Retention & Growth Strategy - Mastery
Awareness:
- A good understanding of what is involved in an area of expertise and its relevance to the business.
- Ability to describe the main elements of the area of expertise and their importance to the business; and
- Ability to recognize how and where competences in expertise are relevant to their own job.
Knowledge:
- Ability to interpret and evaluate information and advice from experts in an area of Expertise. o Knowledge and ability to correctly use the terminology (vocabulary) of the area of Expertise.
- Ability to hold an informed debate with experts in the Area of Expertise; and o Ability to ask questions that test the viability of proposals in an Area of Expertise.
Skill:
- Ability to consistently carry out the activities of an area of Expertise to the required standard.
- Ability to perform satisfactorily majority of activities of the Area of Expertise.
- Ability to translate guidelines and standards for the Area of Expertise into practical actions.
- Ability to solve imaginatively common technical /operational problems in the Area of Expertise, and
- Ability to guide and advise others in operational /technical aspects of the Area of Expertise.
Mastery:
- Ability to diagnose and resolve significant, unusual problems and to successfully adapt aspects of an Area of Expertise.
- Ability to creatively solve significant, complex, non-routine problems in the Area of Expertise. o Ability to adapt practices from other markets or countries for use in the Area of Expertise
- Ability to generate substantial improvements to local practices and procedures for the Area of Expertise.
Dimensions:
- Manages and work with direct reports.