Momnt

Merchant Success Manager

Momnt

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Junior

About the role

  • 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  • Log and maintain detailed notes in HubSpot to ensure accurate tracking and historical reference.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.

Requirements

  • 1–3 years of experience in customer success, account management, retail banking
  • Confident with phone-based outreach and managing a high volume of contacts.
  • Proficient in written communication and documentation.
  • Comfortable presenting and leading conversations via phone or virtual meetings.
  • Adaptable, solution-oriented, and energized by a fast-paced, collaborative environment.
  • Familiar with CRM systems (preferably HubSpot) and modern productivity tools.
  • Must be authorized to work in the U.S./Sponsorships are not available.
Benefits
  • Corporate headquarters in Atlanta, GA
  • Periodic travel to Atlanta may be required.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
customer successaccount managementretail bankingA/B testingengagement campaignstroubleshooting
Soft skills
proactive supportpersonalized guidancerelationship buildingcommunicationadaptabilitysolution-orientedcollaboration