Versapay
SaaS
CustomerSuccessManager,MerchantServices
Neural analysis suggests this role is
optimal for Senior candidates.
“Customer Success Manager, Merchant Services at Versapay. Skills: Customer Success Management, Merchant Services, SaaS, Relationship Management, Account Management, Payment Processing, B2B Sales. Own the customer lifecycle: Seamlessly transition customers from their onboarding journey, focusing on long-term adoption and success, and growing the installed base revenue number.. Facilitate training and enablement sessions, regular cadence calls and Executive Business Reviews (EBR's) with customers.”
What You'll Achieve.
Long-term adoption and success; Growing the installed base revenue number; Retention and growth strategies; Shared KPI's that are reviewed, mapped, and measured; Drive outcomes
Industry & Context.
Anticipate and resolve problems; Resolve customer problems; Act as a point of escalation for high-severity requests and work cross-functionally to drive resolution; Identify problems that affect multiple clients; Analytical thinking; Adept at understanding how technical things work and walking someone else through the details
What They're Looking For.
Must Have
5+ years of experience in a customer success role and customer sales role in a SaaS based company, B2B merchant services experience, Experience in a SaaS based Customer Success role with renewal and expansion history of overachieving company goals, Payments expertise: merchant services/payment processing background with the ability to navigate gateway/processor/acquirer/payfac/ISO models with a deep understanding of disputes/chargebacks, settlement/funding, pricing/interchange, underwriting/risk, and reconciliation, Proven experience advising customers’ CFOs and AR/Cash Application executive presence and communication, Customer Obsession, Agility, Follow-through, Empathy, Collaboration, Analytical thinking, Data-driven mindset
Nice to Have
Experience supporting customers with ERP-integrated AR and payments, Familiarity with NetSuite, Sage Intacct, or Microsoft Dynamics is a plus, Knowledge of payments optimization trends and tactics that impact a customer’s cost of service (e. g. , CEDP, Level 3 processing, surcharging, and other optimization solutions), Experience partnering with internal teams such as Product, Finance, Underwriting, Risk, and Legal to resolve complex, regulated, or risk-sensitive customer scenarios
What You'll Do.
Own the customer lifecycle: Seamlessly transition customers from their onboarding journey
focusing on long-term adoption and success
and growing the installed base revenue number.
Facilitate training and enablement sessions
regular cadence calls and Executive Business Reviews (EBR's) with customers.
Drive growth and retention: Build and maintain Strategic Account Plans in collaboration with your customers
including retention and growth strategies.
Create shared KPI's that are reviewed
Advocate for the customer: Interact with sales
professional services
and product team members on projects to connect client wishes to the larger business strategy.
Effectively represent your customers in driving product development for new integrations and features.
Resolve customer problems: Maintain visibility into customer issues and requests in partnership with our Customer Care team
ensuring customers are updated regularly.
Act as a point of escalation for high-severity requests and work cross-functionally to drive resolution.
Apply payment-processing expertise to drive outcomes: Advise on acceptance flows and integrations
collaborate on pricing/interchange questions
and partner with Risk/Underwriting
and PCI/security requirements.
Propose improvements: Coordinate with other teams across our organization to propose scalable improvements to our customer journey.
Identify problems that affect multiple clients and forecast what those trends mean for future attrition.
How You'll Work.
Team & Collaboration
Interact with sales, professional services, and product team members on projects to connect client wishes to the larger business strategy.; Coordinate with other teams across our organization to propose scalable improvements to our customer journey.; Experience partnering with internal teams such as Product, Finance, Underwriting, Risk, and Legal to resolve complex, regulated, or risk-sensitive customer scenarios.
Communication Scope
Executive presence and communication; High standards for verbal and written communication
Process & Methodology
Build and maintain Strategic Account Plans
Full Job Description
## Description About Versapay 🚀 Versapay turns accounts receivable (AR) into a competitive advantage. Inefficient AR processes slow cash flow and stall growth. Versapay removes friction, unlocks working capital, and accelerates momentum — giving finance leaders the clarity and control they need to drive business forward. Versapay automates accounts receivable, removing barriers to collecting and reconciling B2B payments. Our solutions connect finance teams, customers, and business systems in one ecosystem to ensure cash flow clarity. With over 10,000 customers and 5M+ companies transacting on the platform, Versapay processes over 110M transactions and $257B annually. Think you might be the next Veep to join? Read on!! Here’s how you’ll make a huge impact here – and on your career: As a Customer Success Manager for our Merchant Services team at Versapay, you will manage long-term relationships across a book of business by becoming our customers' trusted Versapay advisor. In this role, you will build strong relationships with our customers, develop a deep understanding of their business, and explore ways that Versapay products can support their objectives. You’ll also leverage the growing expertise of the entire ERP system to anticipate and resolve problems that allow a customer to grow with us. To accomplish this, you’ll need 5+ years of experience in a customer success role and customer sales role in a SaaS based company, as well as B2B merchant services experience. ## What you'll do Own the customer lifecycle: Seamlessly transition customers from their onboarding journey, focusing on long-term adoption and success, and growing the installed base revenue number. Facilitate training and enablement sessions, regular cadence calls and Executive Business Reviews (EBR's) with customers. Drive growth and retention: Build and maintain Strategic Account Plans in collaboration with your customers, including retention and growth strategies. Create shared KPI's that are
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