Customer Success Lead
Regfyl
About Us
Regfyl is an AI-powered AML, fraud prevention, and regulatory compliance SaaS company focused on Africa. We help financial institutions and businesses stay ahead of financial crime risks while ensuring compliance with regulatory requirements. As we push toward deeper engagement with our customer base, we are looking for a Customer Success Manager (CSM) to drive engagement, retention, and revenue growth.
Job Overview
We are looking for a proactive, strategic, and customer-focused Customer Success Manager to own customer relationships from onboarding to expansion. You will ensure customers derive maximum value from Regfyl, remain engaged, and grow their usage over time.
You will work across multiple customer segments, helping them adopt our solutions, optimize their compliance workflows, and avoid churn. This role is critical to our revenue generation goals and directly impacts retention and upsell opportunities.
Key Responsibilities
1. Onboarding & Adoption
- Guide new customers (Inflight customers) through onboarding, ensuring quick implementation and value realization.
- Develop onboarding resources (guides, videos, walkthroughs) to reduce time-to-value.
- Train customers on best practices for transaction monitoring, fraud detection, and compliance workflows.
2. Customer Engagement & Retention
- Own the relationship with Active customers, ensuring they continue to see the value in Regfyl.
- Conduct regular check-ins, QBRs (Quarterly Business Reviews), and compliance health checks.
- Monitor customer usage and proactively address low engagement signals before they lead to churn.
3. Expansion & Upselling
- Identify opportunities for upselling additional Regfyl products (e.g., vendor due diligence, compliance training).
- Work closely with the sales team to expand revenue within existing accounts.
- Develop case studies and testimonials from satisfied customers to drive referrals.
4. Re-engagement & Churn Prevention
- Reach out to customers to understand blockers and revive engagement.
- Develop personalized reactivation strategies, such as tailored training sessions or additional support.
- Track churn risks and escalate issues that need executive intervention.
5. Data-Driven Insights & Customer Advocacy
- Use customer feedback to recommend product improvements and influence Regfyl’s roadmap.
- Analyze customer usage data to identify pain points and engagement trends.
- Act as the voice of the customer, ensuring compliance professionals get the most from our platform.
Qualifications and Skills
Must-Have Skills & Experience
- 2-5 years of experience in Customer Success, Account Management, or Compliance Advisory.
- Experience working with B2B SaaS platforms, financial institutions, or compliance/regulatory solutions.
- Strong understanding of AML, fraud prevention, and financial compliance (or ability to learn quickly).
- Excellent communication skills—ability to engage C-level executives and compliance teams.
- Proactive, problem-solving mindset—you anticipate issues before they arise.
- Comfortable using CRM tools, data analytics, and customer engagement platforms.
Nice-to-Have Skills
- Background in financial services, fintech, or regtech.
- Experience working with microfinance banks, fintechs, or regulatory bodies in Nigeria.
- Familiarity with CBN, FATF, and GIABA compliance frameworks.
Why Join Regfyl?
- Make an impact: Help financial institutions strengthen their AML defenses and reduce fraud risks.
- Growth opportunities: Be part of a fast-growing SaaS company.
- Work with experts: Collaborate with a team of top compliance professionals.
- Competitive compensation: Attractive salary and incentives based on customer retention and upsells.