Customer Success Manager – Federal
RegScale
Cyber SecurityPMP
Customer Success Manager, Payments
Solutions by Text
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Serve as the primary payments growth advisor for an assigned book of clients
- Identify new volume opportunities across non-TextPay channels (e.g., portal, IVR) and work cross-functionally to activate them
- Drive TextPay usage growth by expanding use cases (e.g., recurring, partial, keyword-triggered payments)
- Conduct regular strategic reviews and performance check-ins with payments customers
- Analyze transaction data to uncover underutilized segments or drop-off points
- Collaborate with Sales on upsell paths, with Product on enhancements, and with Support on issue resolution
- Educate clients on regulatory changes or compliance best practices that impact payments and messaging
- Track and report on wallet-share growth, transaction volume expansion, and product feature adoption
- Adhere to Company Code of Conduct/Ethics and ensure security of company, client, and consumer information
- Maintain effective working relationships across the company and support senior management and sales efforts
- Ability to travel up to 25% as needed
Requirements
- Deep understanding of payments workflows across multiple channels (TextPay, IVR, portal, agent-assisted)
- Strong client relationship and communication skills; confident leading executive-level conversations
- Data-driven mindset; comfortable working with dashboards or raw data to identify patterns and gaps
- Strategic thinking with an execution bias—able to move ideas forward inside complex client environments
- Familiarity with compliance standards in messaging and payments (PCI, TCPA, NACHA, etc.)
- Highly collaborative—able to work with Product, Sales, Support, Risk, and Implementation
- Capable of balancing multiple clients and priorities in a dynamic environment
- BA/BS degree preferred or equivalent experience
- 3–5 years in Customer Success, Partner Success, Account Management, and/or post-sale growth roles in SaaS, fintech, or payments (preferred)
- Experience managing payment products or working in collections, lending, or consumer finance verticals (preferred)
- Exposure to messaging platforms (SMS/MMS), text-to-pay, or payment gateway integrations (preferred)
- Familiarity with merchant acquiring or transaction routing strategies (plus)
Benefits
- Remote work / remote teams
- Offices in the US and Bangalore, India
- Commitment to diversity and inclusion
- Ability to travel up to 25%
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
payments workflowsdata analysistransaction volume expansionpayment products managementtext-to-paypayment gateway integrationsmerchant acquiringtransaction routing strategiesdashboard usagecompliance standards
Soft skills
client relationship skillscommunication skillsstrategic thinkingcollaborationability to balance multiple prioritiesexecution biaseducational skillsproblem-solvingleadershipadaptability
