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.
At Swipey, Customer Success isn’t about reacting to problems — it’s about making customers’ working lives meaningfully better.
🚀 Role Overview
As a Customer Success Executive, you will own a portfolio of Swipey customers end-to-end.
You’ll be their main point of contact — guiding them from onboarding to activation and helping them unlock real value from Swipey in their daily operations. You won’t manage a team, but you will manage outcomes.
This role is ideal for someone who:
- Cares deeply about customers
- Pays attention to detail
- Has high energy and a bias toward action
- Wants to grow into a senior Customer Success or leadership role over time
🧠 What You’ll Do
Own Your Customers’ Success
- Be the primary owner for customers assigned to you
- Guide customers through onboarding, activation, and ongoing usage
- Ensure customers understand how to use Swipey to simplify their work and reduce friction
- Proactively check in with customers and anticipate issues before they escalate
Care Deeply About the Customer Journey
- Understand your customers’ workflows, pain points, and goals
- Spot friction points across the Swipey journey and flag them early
- Look for small moments where you can make the experience clearer, faster, or more delightful
- Treat every interaction as an opportunity to build trust
Support & Issue Resolution
- Receive and document customer issues clearly and accurately
- Work with internal teams (Product, Engineering, Ops, Compliance) to resolve issues efficiently
- Support coordination with external partners (e.g. VISA, HSBC) when issues involve third-party systems
- Keep customers informed, set expectations, and close the loop properly
Drive Adoption & Outcomes
- Help customers activate key features and use Swipey beyond the basics
- Track customer health indicators such as activation, engagement, and feedback
- Contribute to improving NPS, retention, and feature adoption
- Escalate risks early with context and proposed solutions
Contribute to Process Improvement
- Share insights from customer conversations with the CS Lead and Product team
- Suggest improvements to onboarding flows, FAQs, documentation, and internal processes
- Help refine playbooks and best practices as the team scales
- Be open to experimentation and change as we improve how CS is done
✅ How Success Is Measured
You’ll be successful if:
- Your customers activate quickly and use Swipey meaningfully
- Customer feedback and NPS for your portfolio are strong
- Issues are handled promptly, clearly, and professionally
- Customers feel supported, understood, and confident using Swipey
- You consistently surface insights that improve the overall customer experience