A technology-driven financial services team in Estonia is looking for a capable Client Success Specialist to help professional clients achieve a smooth, productive, and reliable experience across its digital financial platforms.

This position takes a proactive approach to client success rather than focusing solely on reactive customer support. The successful candidate will monitor client needs, identify potential service issues, coordinate solutions, and help clients make effective use of available products and services. You will work closely with product, operations, technical support, compliance, and account-management teams to maintain high standards throughout the client lifecycle.

Responsibilities

• Build trusted relationships with assigned clients and understand their operational requirements.
• Guide clients through onboarding, platform usage, account development, and ongoing service processes.
• Monitor client engagement and identify potential risks to retention or satisfaction.
• Respond promptly and professionally to client questions, service requests, and account-related issues.
• Coordinate with technical and operational teams to investigate and resolve complex client problems.
• Track outstanding issues and ensure appropriate follow-up through to resolution.
• Provide clients with clear guidance on relevant platform features, products, and processes.
• Conduct regular account health checks and identify opportunities to improve client outcomes.
• Collect, analyse, and communicate client feedback to product and service teams.
• Identify recurring problems and contribute to improvements in customer experience.
• Maintain accurate records of client interactions, requests, resolutions, and account developments.
• Support client communications relating to product updates, process changes, and service improvements.
• Contribute to customer-success reporting, retention analysis, and service-performance reviews.
• Work with commercial teams to identify appropriate opportunities for account expansion where relevant.

What We Are Looking For

• Experience in customer success, account management, client services, fintech, SaaS, banking, brokerage, or a comparable environment.
• Strong understanding of customer lifecycle management and relationship development.
• Excellent written and verbal communication skills.
• Strong problem-solving ability and a proactive approach to client issues.
• Ability to understand technical or financial products and explain them clearly to clients.
• Experience working with CRM, ticketing, customer-success, or account-management platforms.
• Strong organisational skills and the ability to manage multiple client requirements simultaneously.
• High attention to detail and a consistent focus on service quality.
• Commercial awareness and understanding of client-retention principles.
• Ability to collaborate effectively across technical and non-technical teams.

Ideal Candidate

The ideal candidate is client-focused, analytical, proactive, and highly organised. You should be comfortable taking ownership of client issues while also looking beyond individual requests to identify broader improvements in the customer journey.

Opportunity

This role provides strong exposure to modern digital financial services and customer-success practices within Estonia’s technology ecosystem. It is particularly suitable for a professional who wants to combine relationship management, technology, problem-solving, and client experience in a growing international environment.

Are you interested in this position?

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