Versapay

Financial Planning and Analysis

• Work on the annual budgeting and forecasting processes for OpEx, working closely with C-level executives and department leaders to develop accurate operating expense models
• Develop and maintain sophisticated financial models (P&L, Balance Sheet, Cash Flow) to evaluate business opportunities, assess risks, and forecast financial performance
• Prepare and present comprehensive financial reports and dashboards to senior leadership, highlighting KPIs, variances against budget/forecast, and actionable insights
• Partner with cross-functional teams for long-term strategic planning, scenario analysis, and evaluation of potential investments and initiatives
• Identify opportunities to streamline and enhance FP&A processes, leveraging technology and best practices to drive efficiency and scalability
• Prepare month-end reporting, reporting to parent company, and Board deck presentations; research trends and create financial commentary
• Report to the Vice President of Financial Planning & Analysis and collaborate with Finance Leadership and other departments on software spend, professional fees, and revenue backlog management

Financial Planning and Analysis Analyst

Customer Success Manager

• Define and execute the strategic vision for customer success, retention, and growth across enterprise merchant portfolio
• Build, mentor, and scale a team of Customer Success Managers; establish goals, KPIs, and career paths
• Oversee strategic relationship management for highest-value accounts and create executive relationships
• Own and exceed portfolio revenue targets including retention, expansion, and customer health metrics
• Establish strategic account planning frameworks and lead high-stakes negotiations and resolutions
• Develop predictive indicators and early warning systems to identify at-risk accounts and growth opportunities
• Collaborate with Product, Sales, and Professional Services to ensure customer needs drive roadmap and GTM strategies
• Partner with Finance on forecasting models and metrics for customer success performance
• Lead organizational change initiatives to improve customer experience and team efficiency
• Design and implement customer success technology stack and scalable processes
• Create and oversee customer success programs: onboarding, training, advocacy, EBRs, voice-of-customer, and health scoring

Director, Customer Success – Merchant Services

• Seamlessly transition customers from onboarding to long-term adoption and manage customer lifecycle
• Focus on growing installed base revenue through cross-sells, upsells, and renewals
• Conduct training sessions, regular cadence calls, and Executive Business Reviews (EBRs)
• Develop and maintain Success Plans and create/track shared KPIs for retention and growth strategies
• Collaborate with sales, professional services, support, underwriting, marketing, and product teams to represent customer needs
• Partner with Customer Care to maintain visibility into customer issues and act as advocate for high-severity requests
• Drive cross-functional resolution efforts and propose scalable enhancements to the customer journey
• Identify and analyze multi-client issues to forecast potential churn risks
• Report to the Director of Customer Success and serve as strategic advisor to customers

Backend Engineer

• Design, develop, and test fullstack product features that meet business and technical requirements.
• Collaborate with your squad to plan, scope, and implement new features and enhancements.
• Estimate work methodically based on iterative learning and agile best practices.
• Investigate and resolve performance, scalability, security and data integrity issues.
• Participate in code reviews, architecture discussions, and technical decision-making.
• Work closely with Product, QA, DevOps, and Customer Care to deliver value to our users.
• Contribute to R&D efforts to ensure our platform is scalable, reliable, and secure.
• Mentor junior engineers and foster a culture of continuous learning and improvement.

Senior Full-Stack Software Engineer, React & Ruby on Rails

Sales

• Develop and execute sales enablement strategies: This includes identifying needs, defining priorities, and creating plans to improve sales effectiveness
• Defining with leadership the core sales methodology at Versapay: Understanding current sales processes, aligning with leadership on current gaps, making change, documenting updates
• Design and deliver sales training: Creating and implementing onboarding programs, ongoing training, and coaching to improve sales skills and knowledge
• Analyze early areas for quick wins in training: Glean insights from data where sales processes stall and/or are lost, what can be learned and coached
• Create and manage sales content: Developing playbooks, presentations, case studies, and other resources that support the sales team
• Collaborate with other teams: Working closely with marketing, product, and sales leadership to ensure alignment and effective communication
• Provide ongoing support and feedback: Serving as a resource for the sales team, addressing their questions, and providing guidance on best practice
• Spearheads movement of GTM transformation to AI: Identifying areas in Sales and Customer Success process where AI can be leveraged to automate content, training and streamlining workflows and inefficiencies in the sales cycle
• Provides key input into sales technology needs and where AI can be leveraged in existing tools: Working closely with Director, Revenue Operations to identify and manage platforms to drive consistent adoption among sales teams
• Stay up-to-date on industry trends and best practices with AI: Continuously learning and adapting to the evolving landscape of sales enablement and leveraging AI

Financial Planning and Analysis Analyst

Director, Customer Success – Merchant Services

Customer Success Manager

Senior Full-Stack Software Engineer, React & Ruby on Rails

Manager, Sales Enablement