Customer Success Officer

Wio Bank

Wio Bank is a leading one-of-a-kind financial platform that is revolutionizing the banking industry in the MENA region. Our platform is here to reboot personal and business banking in the digital age. Our personalised features and seamlessly integrated services are built around your needs, helping you spend, save, and plan for your future.

Role Overview

We are seeking a proactive and results-driven Customer Success Officer to lead our efforts in acquiring and onboarding new high value business accounts. This role is dedicated to expanding our corporate client portfolio, driving market growth, and ensuring a seamless onboarding experience that establishes strong, long-term partnerships.

As a Customer Success Officer, you will identify and pursue high-value opportunities, engage key decision-makers, deliver tailored solutions, and secure strategic relationships. You will also oversee the onboarding process, ensuring new clients experience exceptional value and a smooth transition from day one.

Key Responsibilities

• New Business Development & Client Acquisition
• Proactively identify and target corporate clients through research, networking, referrals, and digital outreach.
• Initiate conversations with key stakeholders to understand their business needs and challenges.
• Deliver compelling presentations and proposals that demonstrate the value of our solutions.
• Negotiate and finalize agreements to bring new clients on board.
  
  

2. Strategic Market Expansion

• Analyze market trends and identify sectors with high growth potential.
• Build and maintain a pipeline of qualified opportunities to meet acquisition targets.
• Collaborate with internal teams to develop strategies for penetrating new markets.
• Onboarding & Implementation
• Lead the onboarding process for new clients, ensuring a smooth and efficient experience.
• Provide training, resources, and guidance to help clients quickly adopt our offerings.
• Coordinate with internal teams for successful implementation and handoff.
• Relationship Building & Value Creation
• Establish trust and rapport with new clients to ensure satisfaction and open communication.
• Act as the primary point of contact during the initial engagement phase.
• Gather feedback and insights to continuously improve the onboarding experience.
• Growth Collaboration & Reporting
• Work closely with Marketing and Growth teams to optimize lead generation and conversion strategies.
• Maintain accurate records of interactions and progress in the CRM system.
• Share regular updates on acquisition goals, onboarding metrics, and client health.
  
  

Qualifications And Requirements

• Bachelor’s degree in Business, Marketing, Communications, or related field.
• 2–4 years of experience in sales of banking products, business development or corporate client acquisition,.
• Strong communication, negotiation, and presentation skills.
• Proven track record of securing new business and building strategic relationships.
• Goal-oriented mindset with a focus on delivering measurable outcomes.
• Proficiency in CRM tools such as Salesforce, HubSpot, or similar.
• Self-motivated, energetic, and able to work independently and collaboratively.
  
  

Key Performance Indicators (KPIs)

• Number of new corporate clients acquired
• Conversion rate of qualified opportunities
• Time to onboarding completion
• Client satisfaction during onboarding
• Revenue contribution from new partnerships
  
  

Benefits

• Competitive base salary plus performance-based incentives
• Career growth opportunities in business development and client success
• Continuous learning and professional development
• Collaborative and supportive work environment
• Health and wellness benefits