Customer Success Manager – Merchant Services

October 29

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Versapay

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B2B • Fintech • SaaS

Versapay is a company offering a collaborative accounts receivable (AR) network designed for industry-leading AR automation and B2B payment solutions. The platform provides tools to automate AR tasks, manage cash applications, and facilitate B2B payments across channels, integrating with ERP systems like Microsoft Dynamics, NetSuite, and Sage Intacct. Versapay's solutions help teams collaborate effectively over the cloud, reducing manual processing and improving cash flow. The company focuses on simplifying the invoice-to-cash process using artificial intelligence, enhancing customer experience with easy-to-use portals, and offering comprehensive digital payment methods. Versapay also supports large-scale B2B transactions worldwide, promoting efficiency and environmental benefits through digital invoicing.

201 - 500 employees

Founded 2006

🤝 B2B

💳 Fintech

☁️ SaaS

💰 $4M Post-IPO Debt on 2019-11

📋 Description

• 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, mapped, and measured. • 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. • 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.

🎯 Requirements

• 5+ years’ experience in a SaaS based Customer Success role. • Background in Merchant Services with experience in a payment Acquirer, Payfac, and/or ISO environment. • Bachelors Degree in Business, Marketing, Communications, Economics, or related field. • Customer Obsession: Resolute focus on the needs of the customer above all. Views problems through the customer’s lens first, basing decisions and prioritization around their needs. Asks curious questions to understand the 'why' behind customer needs and the impact to their business. • Agility: Highly adaptive in the face of ambiguous and complex problems, taking a flexible and resourceful approach to new challenges. Able to seamlessly alternate between various tasks and roll with the punches when things change. • Follow-through: High motivation, bias to action and strong prioritization. Can work proactively and independently to bring all assigned work to completion with speed and accuracy. • Empathy: Able to relate to others with a different view or experience. Quickly keys into the needs of customers or collaborators, demonstrating sensitivity in responding to challenges. • Collaboration: Assertive with humility demonstrate an ability to lead change in a positive way. Maintain high standards for verbal and written communication and is always professional under pressure. • Analytical thinking: Leverages experience and expertise to quickly identify and comprehend complex problems. Adept at understanding how technical things work and walking someone else through the details. Data-driven mindset, utilizing objective measures to assess success and improvement opportunities for customers.