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Customer Success Specialist

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This job is for a Customer Success Specialist at Swipey. You’ll help customers make the most of our smart finance tools. You might like this job because you’ll build strong relationships while ensuring clients have a smooth experience and achieve their goals!

RM 4000 - RM 5000

Jalan Bangsar Utama, Kuala Lumpur

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

Job Requirements

 💡 What You Bring

  • 1–3 years of experience in Customer Success, Support, Account Management, or a customer-facing role
  • Strong empathy and communication skills
  • High attention to detail and follow-through
  • A proactive, positive, can-do attitude
  • Comfort working with tools, systems, and internal workflows
  • Willingness to learn fast and take ownership
  • Bonus: experience in SaaS, Fintech, or financial operations

💥 You’ll Thrive If You:

  • Genuinely enjoy helping customers succeed
  • Have high energy and take pride in your work
  • Care about doing things well, not just fast
  • Like spotting problems and fixing them
  • Are curious, adaptable, and open to feedback
  • Want to grow with a company that’s building something different

Why Join Swipey?

  • Work directly with customers and see your impact daily
  • Learn how modern fintech and SaaS companies scale
  • Be part of a team that values ownership and customer obsession
  • Hybrid work setup (3 days in office)
  • Clear growth path into senior CS or leadership roles
  • A culture that encourages curiosity, energy, and going against the grain

📨 Apply now if you want to help SMEs work smarter — and you care deeply about delivering great customer experiences.


Skills

Communication
Customer Service
Customer Relationship Management
Software As A Service (SaaS)
Customer Relationship Management (CRM) Software
Troubleshooting (Problem Solving)

Company Benefits

Medical Insurance

We offer both in-patient and out-patient benefits

Flexible Work Arrangements

Come to the office 3 days a week and WFH 2 days.

Company Device

We provide the necessary devices for you to do the job. Subject to request and availability.

Personal Development Fund

Paid training and certification from General Assembly


Additional Info

Company Activity

Last active - few minutes ago

Career Level

Junior Executive

Job Specialisation


Company Profile

Swipey-logo-image

Swipey

Swipey is committed to powering up finance and account management for SMEs, providing an end-to-end digital solution for payment and expense oversight that saves businesses time and money. We are building a better financial ecosystem, leveraging our user-friendly digital platform to offer businesses complete and centralised financial oversight. Our portfolio of solutions is designed to improve understanding,...