Job Description
About Swipey
Swipey is SEA’s first CFO-in-a-box built for digital-first SMEs. We unify FinOps and banking into a single operating system — helping founders close their books 5x faster and save up to $25,000 a year by eliminating financial waste.
We believe great products don’t just work — they change how customers feel about their work and their lives.
Customer Success at Swipey exists to make that transformation real, visible, and repeatable.
🚀 Role Overview
As Customer Success & Experience Lead, you will be the voice, advocate, and operator for our customers’ success.
You’ll lead a team of 4 Customer Success Managers, scaling to 6–10, while staying deeply connected to customers themselves — understanding their pain points, workflows, anxieties, and “aha” moments.
Your job is to ensure customers don’t just use Swipey — they feel the relief, clarity, and confidence that Swipey is meant to deliver.
This role blends strong people leadership, deep customer empathy, and structured execution — with enough systems thinking to scale, but always grounded in real customer experience.
🧠 What You’ll Do
Be Relentlessly Customer-Obsessed
- Build deep intimacy with customer pain points, goals, and day-to-day realities
- Understand how different customers use Swipey — and how we can elevate their work and life through better adoption
- Look for multiple moments across the customer journey (onboarding, first success, ongoing usage, expansion) to create small but meaningful moments of joy
- Act as the internal champion for customers, ensuring their voice is heard and acted on
Own End-to-End Customer Outcomes
- Be accountable for customer success from onboarding → activation → deep usage → advocacy
- Ensure customers activate quickly and start using Swipey meaningfully, not superficially
- Track and improve outcomes through NPS, activation rates, feature adoption, and retention
- Personally step in on complex or high-impact customer situations when needed
Lead & Scale a High-Energy CS Team
- Manage, coach, and inspire a team of 4 Customer Success Managers, scaling to 6–10
- Set a high bar for ownership, energy, and customer care
- Design and manage customer pods, ensuring clear ownership per customer
- Build a team culture that is proactive, positive, and biased toward action
Own Customer Support & Issue Resolution (End-to-End)
- Take ownership of all customer-raised issues, ensuring they are clearly recorded, tracked, and resolved
- Triage and reroute issues to the right internal teams (Product, Engineering, Ops, Compliance) with clear context and priority
- Work closely with external partners such as VISA and HSBC to resolve ongoing issues related to payments, cards, banking infrastructure, or third-party dependencies
- Manage customer communication during incidents — setting expectations clearly, proactively updating, and closing the loop with confidence
- Identify recurring issues tied to feature limitations, system bugs, or process gaps, and push for long-term fixes rather than one-off resolutions
- Build lightweight processes and documentation so customer support scales without losing quality or accountability
- Ensure customers feel heard, supported, and taken seriously, especially when things don’t go perfectly
Sweat the Details of the Customer Journey
- Pay close attention to friction points across the Swipey customer experience
- Identify where customers get confused, stuck, delayed, or disengaged
- Continuously improve onboarding flows, communication, and support touchpoints
- Turn small observations into meaningful improvements that compound over time
Build Practical Systems That Support Customers
- Put in place simple, effective processes and tools that help the team deliver consistent outcomes
- Work with Product and Engineering to surface patterns, workarounds, and improvement opportunities
- Use technology as an enabler, not the centerpiece — always in service of better customer outcomes
✅ How Success Is Measured
You’ll be successful if:
- NPS consistently improves
- Customers activate quickly and use Swipey deeply across features
- Discover value and increase number of SaaS plan signup
- Your team operates with confidence, clarity, and accountability