About the Role
As an Enterprise Support Specialist for Wise Platform, your mission is to drive operational efficiency and scalability for our partners. You'll be a key liaison, ensuring our partners get the most out of our products by acting as their internal champion within Wise Platform. You will provide advanced-level support and guidance throughout the entire partner lifecycle—from implementation to ongoing optimization.
Key Responsibilities
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Partner Onboarding & Implementation: You will manage the entire operational setup for new partners assigned to you in the implementation phase. This includes developing and delivering tailored training and workshops for their teams, setting Zendesk to ensure data extraction, verifying information and features against Solution and Overview Matrix pages, and aligning functional teams to support the new partnerships. You'll work closely with the integration teams to troubleshoot issues and ensure a smooth, effective transition from sales to launch.
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**Relationship Management: **You will build and maintain strong, lasting relationships with partners, becoming their primary point of contact. This involves managing longtail accounts, conducting deep-dives and meetings, and providing quarterly feedback to maintain strong relationships with key accounts. Additionally, you will support partners through email and live channels, answering their inquiries in a timely manner.
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**Training & Support: **You will provide high-level training and refreshers on our products and financial concepts. Your financial literacy will be crucial for explaining complex topics related to payments, Wise products, and API setups. You will also proactively address any roadblocks or issues that arise.
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**Customer & Product Advocacy: **You are the voice of the partner within Wise. You will act as a daily liaison, ensuring that partner needs and feedback, such as requests for improved documentation or API ease-of-use, are heard by internal product and regional teams. You will advocate for changes that enhance the partner experience.
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**Risk Monitoring & Churn Prevention: **You will actively monitor partner behavior and account activity for signs of dissatisfaction or risk. By proactively intervening, you will work to prevent churn and address potential issues before they escalate.
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**Compliance & Technical Expertise: **You will provide expert guidance on financial regulations and compliance standards, such as GDPR and KYC/AML, ensuring partners use our products legally. You will also provide a deeper level of technical support, troubleshooting software and integrations in collaboration with our technical teams.