Client Success Manager
Crosslake Technologies
Customer Success Manager
Payabli
full-time
Posted on:
Location Type: Remote
Location: Remote • Arizona • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Own the post-integration experience for a portfolio of partner accounts, serving as their primary point of contact and trusted advisor
- Build deep, consultative relationships with key stakeholders including executives, product leaders, and technical teams
- Develop customized success plans that align partner business objectives with Payabli's capabilities and roadmap
- Act as the voice of the partner internally, ensuring their needs are understood and prioritized across Product, Engineering, Sales, and Operations teams
- Drive platform adoption by coordinating training, feature rollouts, and strategic touchpoints tailored to each partner's needs
- Conduct regular business reviews to assess performance, review key metrics, and identify optimization opportunities
- Proactively monitor partner health indicators and intervene early to address concerns or remove blockers
- Identify and execute expansion opportunities including upsells, cross-sells, and new use cases that align with partner goals
- Ensure high retention rates by delivering measurable outcomes, maintaining partner satisfaction, and mitigating churn risk
- Develop and execute strategies to increase transaction volume, merchant acquisition, and revenue generation for partners
- Collaborate with Sales to support contract renewals and identify opportunities for deeper partnership engagement
- Own issue resolution from intake through resolution, coordinating with Support, Engineering, and Operations as needed
- Manage escalations with urgency and transparency, keeping partners informed throughout the resolution process
- Track and analyze key performance indicators including partner health scores, processing volumes, approval rates, and merchant concentration
- Provide regular reporting to partners and internal stakeholders on account performance, risks, and opportunities
- Maintain accurate records in CRM systems to ensure visibility and collaboration across teams
Requirements
- 3-5+ years of experience in Client Success, Account Management, or Strategic Partnership roles, preferably in payments, fintech, or SaaS
- Proven track record of managing high-value accounts with measurable retention and growth outcomes
- Strong understanding of payment processing fundamentals, merchant services, and fintech ecosystems
- Exceptional relationship-building skills with the ability to influence and collaborate with executive-level stakeholders
- Outstanding communication skills—both written and verbal—with the ability to simplify complex technical concepts
- Strong analytical and problem-solving abilities with a data-driven approach to decision-making
- Proficiency with CRM platforms, customer success tools, Excel, and business intelligence software
- Self-starter mentality with the ability to work independently, manage competing priorities, and thrive in a fast-paced environment
Benefits
- Competitive base salary with strong performance-based upside potential
- Stock options with the potential to unlock more equity as we grow
- Flexible PTO and paid parental leave
- Comprehensive medical, dental, and vision insurance401K with company match, HSA, and pre-tax savings programs
- Monthly education fund to invest in your professional development and passion goals
- Fully remote work environment with a collaborative, supportive team culture
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
client successaccount managementstrategic partnershippayment processingmerchant servicesdata analysisproblem-solvingbusiness intelligence
Soft skills
relationship-buildinginfluencingcollaborationcommunicationanalytical thinkingself-starterindependencetime management
