Director of Client Success

Claritypay
New York, US

Who this role is best for

Best suited to mid-level professionals with fintech experience who thrive in client-facing roles and data-driven decision-making.

Best fit for

  • Fintech veterans with expertise in point-of-sale financing solutions
    — “5+ years of experience in point-of-sale financing, BNPL, private label credit cards
  • Analytical leaders who can translate data into client success strategies
    — “Strong data analysis skills
  • Collaborative problem-solvers comfortable navigating cross-functional teams
    — “collaborate closely with the client's cross-functional associates and internal partners

Things to consider

  • Requires up to 20% travel commitment
    — “Able to travel up to 20% of the time
  • Must balance merchant needs with internal legal/compliance requirements
    — “Ensure legal and compliance requirements are addressed

How to stand out

  • Showcase specific examples of using AI tools in client success workflows
    — “Comfortable leveraging AI tools and emerging technologies
  • Demonstrate experience shaping strategy in early-stage fintech environments
    — “Demonstrated success in early-stage or high-growth environments
  • Highlight financial acumen with lending product performance metrics
    — “Financial acumen, preferably with knowledge of lending products
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · TeamLevel · Mid Level

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • managing client success
  • driving performance
  • handling day-to-day operational issues
Typical background
5+ years of experience in point-of-sale financing or related field

Skills & requirements

Required

Point-of-sale FinancingData AnalysisPresentation SkillsFinancial AcumenAI Tools

Preferred

Project ManagementProcess Optimization

Stack & domain

Point-of-sale FinancingBnplPrivate Label Credit CardsCo-brand Credit CardsPartner Lending BusinessesData AnalysisPresentation SkillsFinancial AcumenAi ToolsEmerging TechLeadershipCommunicationTeamworkProblem-solvingCuriosityAdaptabilityCollaborationProject ManagementStrategic ThinkingInnovationFinanceHealthcareTechnologyEducationPublic SectorGovernment

About the role

Original posting from Claritypay via Ashby

About Us:

At ClarityPay, we're redefining the point-of-sale credit market to bring more value to merchants. Based in NYC and Atlanta, our fast-growing fintech empowers large merchants with configurable “Pay-Over-Time” tools— including monthly installments, BNPL, and revolving products. We solve complex credit challenges with speed, precision, and intelligence—combining deep expertise with advanced tech to deliver better outcomes, every time.

Our clients rely on us to help them serve their customers, grow, and build loyalty. Our values guide everything we do: we put merchants first, stay data-driven, always know the why, learn relentlessly, and win together as a team. This clarity of purpose fuels our commitment to delivering exceptional customer experiences at speed and scale.

Role Overview:

ClarityPay is seeking a Director of Client Success to manage a portfolio of clients, drive success, and ensure they become fans of ClarityPay. You will be responsible for helping clients get onboarded and then managing the program daily. The Director will strengthen relationships, drive performance to achieve goals, lead on key issues, and ensure client satisfaction. You will align client expectations and constantly work towards goals. You will analyze data and feedback, generate improvement opportunities, and drive them to completion. This role will collaborate closely with the client's cross-functional associates and internal partners from Business Development, Marketing, Product, Operations, Risk, Finance, and Legal.

Key Responsibilities:

· Be the main point of contact, channeling needs between clients (merchants, service providers, and platforms) and internal teams (e.g., Product, Operations, Legal).

· Lead the overall client implementation work plan, working closely with Business Development for an effective transition and collaborating with internal teams (e.g., Product, Compliance, Marketing, Risk, Operations, and Finance) and client associates.

· Establish client and internal expectations for performance, drive results, track actual versus expectations, and report to client and internal stakeholders.

· Continually monitor and analyze performance and customer experience data.

· Develop growth and success plans, identify opportunities, present value-added analysis, and ensure program performance aligns with strategy.

· Handle day-to-day operational issues and provide support to clients. This includes advocating with the internal support teams to address issues within SLAs.

· Coordinate, develop, and deliver regular client reviews and updates.

· Ensure legal and compliance requirements are addressed.

· Ensure all contractual obligations are fulfilled.

· Share best practices and learnings to improve internal results.

· Perform other duties and/or special projects as assigned.

· Continually promote and apply ClarityPay values; be a role model of trust and integrity.

Qualifications:

· Curious, energetic, positive, solution-oriented, collaborative, trusted.

  • 5+ years of experience in point-of-sale financing, BNPL, private label credit cards, co-brand credit cards, or other partner lending businesses.
  • Strong data analysis skills.
  • Experience preparing presentations such as client business reviews.
  • Exceptional communication and executive presentation skills.
  • Financial acumen, preferably with knowledge of lending products, economics, and key performance drivers.
  • Comfortable leveraging AI tools and emerging technologies to improve productivity, analysis, and decision-making.
  • Able to work independently following established guidelines and have
  • Demonstrated success in early-stage or high-growth environments, helping shape strategy and product while collaborating across teams to solve complex challenges.
  • Able to travel up to 20% of the time.
  • Strong PowerPoint, Excel, and Word skills.

What We Offer:

· Competitive fixed and variable compensation package.

· Comprehensive benefits (medical, dental, vision).

· Collaborative office culture with a strong focus on clients and their customers.

· Opportunities to grow, lead, and shape the future of consumer finance.

· 401k program.

Role Details

· New York City

· This role will report to the SVP of Client Success.

Ready to redefine point-of-sale financing with us? Apply today and join a passionate team committed to making financial clarity a reality.

ClarityPay is an equal opportunity employer. We do not discriminate based on race, ethnicity, color, ancestry, national origin, religion, sex, sexual orientation, age, disability, veteran status, marital status, or any other legally protected status.

Source: Claritypay careers (Ashby)

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