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Customer Success ManagerCurrencies Direct · Spain - La Marina; Spain - La Zenia; Spain - Quesada; Spain - Valencia
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Currencies Direct

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Customer Success Manager

🗓️ Posted 2026-08-15 Spain - La Marina; Spain - La Zenia; Spain - Quesada; Spain - Valencia Hybrid Customer Service Call Centre
💰 Salary Not shared 📊 Market ₹2,000–₹3,000/mo

About the Company

Winning Money Transfer Provider of the Year at the 2021 MoneyAge Awards, Currencies Direct stands out in the foreign exchange industry for its unique combination of payments technology and personalised support from a team of experienced professionals. Established in 1996 Currencies Direct was the first non-bank foreign exchange provider in Europe. Today we've helped over 425,000 customers, offering straightforward payments solutions to businesses operating in international markets. With detailed market insight and expert consultation, we help our customers mitigate the risks associated with currency exposure, make smarter currency management decisions and expand their businesses globally. Financial Services Specialties: International payments, Hedging, Forward contracts, Mortgage payments abroad, Spot contracts, Buying/Selling property abroad, International Payment Solutions, Embedded Payments, API solutions, ERP integration, Mass payments, Finance automation

Role & Responsibilities

  • ● Serve as the primary relationship owner and strategic contact for an assigned portfolio of active Referral Partners and Agencies.
  • ● Work directly with agency principals and teams to embed Redpin into their daily workflows and build recurring platform usage habits.
  • ● Conduct regular performance reviews with key partners to review transaction health, demonstrate value, and identify opportunities to increase platform usage.
  • ● Drive new RPA activation milestones, converting newly assigned, onboarded, or dormant agency accounts into active users.
  • ● Partner with BDEs and Sales to expand market share within existing high-value accounts.
  • ● Promote the full breadth of Redpin payment capabilities to widen platform usage across partner teams.
  • ● Oversee active client workspaces through to final settlement, ensuring payment flows move efficiently from setup to completion.
  • ● Provide dedicated execution support during high-pressure completion windows, resolving operational delays to protect completion timelines.
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  • ● Intervene directly on stalled or at-risk workspaces to recover transaction volume across your portfolio.
  • ● Capture frontline partner feedback and user friction, synthesizing insights for Product and Operations to drive platform enhancements.
  • ● Coordinate with internal Compliance, Risk, and Operations teams to solve complex client issues within established regulatory boundaries.
  • ● Maintain up-to-date CRM records for all portfolio accounts, tracking account health, workspace progress, and activation statuses.
  • ● Report portfolio performance, workspace completion metrics, and activation milestones to senior leadership on a regular cadence.

Requirements

Experience

  • ● Experience in Customer Success, Account Management, or Commercial Operations within Fintech, Payments, SaaS, or Real Estate Tech is required.

Skills

  • ● Proven ability to manage an existing B2B partner portfolio, build trust, and drive platform usage and recurring business is necessary.
  • ● Strong data literacy, with the ability to analyze client usage trends and CRM activity to uncover operational bottlenecks and growth opportunities, is essential.