Job Description
The Regional Lead, Client Implementation plays a critical role in driving the successful onboarding and activation of retail customers using Moniebook solutions. This position focuses on leading a high-performing team of Implementation Agents, ensuring operational excellence, and delivering a seamless customer onboarding experience at scale. The role combines leadership, strategy, and cross-functional collaboration to improve activation rates, customer satisfaction, and long-term retention.
Key Responsibilities
- Lead, recruit, and manage a regional team of Implementation Agents, ensuring high performance and continuous development
- Design and execute scalable onboarding strategies to support increasing customer volumes without compromising quality
- Monitor and improve key onboarding metrics such as activation rates, time-to-value, feature adoption, and customer satisfaction
- Serve as the escalation point for complex onboarding challenges and collaborate with Product, Engineering, and Support teams to resolve issues
- Partner with Sales and Account Management teams to ensure smooth customer handoffs and alignment of expectations
- Analyze performance data to identify gaps, trends, and opportunities for process improvement
- Drive continuous improvement of onboarding processes, tools, and customer experience strategies
Requirements
- Bachelor’s Degree in Business, Technology, Operations, or a related field, or equivalent experience
- 4–6 years of experience in customer onboarding, implementation, or customer success roles
- Minimum of 2–3 years in a leadership or team management role
- Proven ability to drive customer activation, adoption, and retention, preferably in SaaS, fintech, or retail technology
- Strong leadership, analytical, and problem-solving skills
- Excellent communication and stakeholder management abilities
- Ability to manage multiple priorities in a fast-paced and dynamic environment
- Strong customer-centric mindset with a results-driven approach
Preferred Qualifications
- Experience building or scaling onboarding teams in high-growth organizations
- Familiarity with retail operations, merchant services, or POS technology
- Experience developing onboarding frameworks, training materials, or knowledge systems
- Knowledge of customer success metrics such as CSAT, NPS, and customer health scoring
