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Customer Success Manager
EverCommerceCustomer Success Manager helping EverCommerce Payments customers adopt SaaS and embedded payment solutions. Managing portfolios, driving expansion, and advising small businesses across the United States.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management and sales strategies, with a focus on payment solutions and customer experience. Proven ability to engage with stakeholders, analyze data, and implement effective growth strategies for SMBs.
Highest-signal resume keywords
Account ManagementSales Strategy DevelopmentData AnalysisCustomer Experience ManagementPayment Processing
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SaaS Account ManagementData InterpretationExcel ProficiencySales Opportunity IdentificationConsultative Guidance
Soft Skills
OrganizedDetail-OrientedStrong CommunicationAdaptableSelf-Starter
Industry Keywords
SMB GrowthPayment SolutionsMulti-Location AccountsChannel GrowthCustomer Experience
About the role
Key responsibilities & impact- Establish yourself as a trusted advisor to assigned accounts and support growing SMBs
- Master payment solutions, supported products and services, and integration capabilities to provide consultative guidance
- Scale playbooks and best practices across multi-location accounts, third-party partners, and integrated software solutions
- Manage 1:1 accounts and implement 1:many strategies for channel growth
- Identify sales opportunities within the portfolio to generate growth, referrals, and new leads
- Upsell unused functionality and features to increase utilization and revenue and reduce attrition
- Support EVCM Payments/PaySimple’s commitment to an outstanding customer experience
Requirements
What you’ll need- 2–4 years managing a portfolio of accounts; SaaS account management is a plus
- Demonstrated success in a high-volume sales or account management capacity
- Experience engaging with VP/C-suite stakeholders and SMB owners
- Organized and detail-oriented, with ability to meet short-deadline daily goals
- Ability to prioritize key activities to maximize time spent on each account
- Strong Excel skills and ability to understand, analyze, and interpret data for organizational, planning, and problem-solving decisions
- Strong written and oral communication skills
- Ability to work independently as a team player
- Ability to multitask, take direction, and execute with precision
- Confident, adaptable self-starter
- Payment processing-related experience is a plus
- Must be eligible to work without sponsorship in the United States
- May require travel to the Corporate Headquarters in Denver, Colorado, or other office locations around North America
Benefits
Comp & perks- Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
- Continued investment in your professional development
- Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend
- 401k with up to a 4% match and immediate vesting
- Flexible and generous (FTO) time-off
- Employee Stock Purchase Program