💼 About This Role

You'll own the customer lifecycle for a book of Merchant Services clients, driving adoption, retention, and growth. You'll serve as a trusted advisor, leveraging payment-processing expertise to resolve issues and propose improvements. This role combines strategic account management with hands-on problem-solving at a fast-growing fintech.

🎯 What You'll Do

• Transition customers from onboarding to long-term adoption and success.
• Facilitate training, cadence calls, and Executive Business Reviews.
• Build Strategic Account Plans with retention and growth strategies.
• Advocate for customers across sales, product, and professional services.
• Resolve high-severity customer issues and drive cross-functional solutions.

📋 Requirements

• 5+ years in a SaaS Customer Success role with renewal and expansion responsibility.
• Strong merchant services/payment processing background.
• Bachelor's Degree or equivalent in Business or related field.
• Proven experience advising CFOs and AR/Cash Application leaders.

✨ Nice to Have

• Experience with ERP-integrated AR and payments workflows (NetSuite, Sage Intacct, Dynamics).
• Knowledge of payments optimization trends like CEDP and Level 3 processing.
• Experience partnering with internal teams on complex, regulated scenarios.

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 1 hour