Momnt

Customer Success Manager

• Serve as a trusted advisor to your assigned book of merchants, delivering proactive support and personalized guidance.
• Responsible for nurturing and retaining a book of business and growing revenue within that book by identifying and overcoming merchant objections of offering our financing to consumers.
• Conduct onboarding and training sessions to set new merchants up for success, plus ongoing education based on performance insights.
• Actively engage merchants to increase platform usage, uncover upsell opportunities, and identify areas for growth.
• Handle inbound and outbound communication via phone and email—resolving issues, answering questions, and building relationships.
• Become an expert in Momnt’s products and services so you can recommend the best-fit solutions to each merchant.
• Capture and relay valuable merchant feedback to internal teams to help shape product development and improve our offering.
• Collaborate closely with Sales to pass along referral opportunities or expansion leads.
• Log and maintain detailed notes in HubSpot to ensure accurate tracking and historical reference.
• Test and iterate on outreach strategies (A/B testing, engagement campaigns) to continuously improve success metrics.
• Provide first-line troubleshooting and escalate issues to appropriate teams as needed.
• Contribute to special projects and team initiatives as required.

Merchant Success Manager