Partner with Customer Success, Solutions, Marketing, Data Science, and Sales Enablement to embed Voice of Customer (VOC) insights and merchant behavior patterns into Quarterly Business Reviews (QBRs), enablement strategies, and account playbooks, so that sales can proactively influence account outcomes and ensure alignment with product and go-to-market priorities
Build Key Performance Indicator (KPI) frameworks and diagnostic analyses for partners and merchants, across usage, tickets, behavior, and payments performance, so that root causes and up-sell/cross-sell opportunities are quantified.
Deliver monthly/quarterly intelligence briefings specific to existing partners and merchants to cross-functional leaders with scenario-based recommendations, so that actions improve experience and revenue realization.
Champion payment enhancement business cases using value modeling and competitive scans, so that investment decisions are evidence-based.
Translate insights into Go-to-Market (GTM) playbooks and QBRs with Enablement/Channel partners, so that teams execute with clarity and consistency.
Maintain advanced Forte knowledge by mapping workflows, products, and services to pain points, so that recommendations are feasible and adoption friendly.
Design and maintain centralized systems for capturing, categorizing, and reporting customer intelligence and feedback by collaborating with Sales Enablement and Data Science teams, so that insights are accurate, accessible, and actionable across the organization.
Requirements
Bachelor’s in Business Administration, Business Analytics, Finance, or Marketing; Master’s in Business Analytics or Applied Statistics preferred.
5+ years in a customer-facing role with experience in Customer Success, Sales Enablement, Strategic Insights, Product Marketing, or Business Analysis within fintech or payment processing environments.
Experience analyzing large and varied data sets using tools such as Excel, Power BI, Salesforce, ZoomInfo, Dun & Bradstreet, or Microsoft Dynamics to synthesize insights into business recommendations
Preferred Experience with CSG Forte platforms or comparable payments platforms.
Familiarity with payment processing solutions, direct merchants, and channel sales structures.
Background in customer community building and online forum engagement strategy.
Benefits
Work from Home, in-office, or hybrid
Employee Belonging Groups
Healthcare: Dental, Medical, and Vision
Paid Vacation, Volunteer, and Holiday Time Off
And so much more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Bachelor’s in Business AdministrationBachelor’s in Business AnalyticsBachelor’s in FinanceBachelor’s in MarketingMaster’s in Business AnalyticsMaster’s in Applied Statistics