Customer Success Manager jobs in United States
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PAYRA · 23 hours ago

Customer Success Manager

Payra is seeking a Customer Success Manager to oversee the client onboarding and deployment process while serving as the primary point of contact for clients. This role focuses on ensuring smooth onboarding, successful deployments, and ongoing support for clients post-go-live.

Financial Services

Responsibilities

Own the full onboarding and deployment process for new clients, from kickoff through successful go-live
Gather, review, and manage onboarding documentation and requirements (applications, banking details, integrations, compliance items, etc.)
Act as the primary point of contact for clients during onboarding and after go-live, handling questions, issues, and coordination
Proactively identify and resolve onboarding or deployment blockers to keep implementations on track
Periodically review account health and identify opportunities for improvement or optimization
Create and maintain clear documentation for onboarding workflows, process flows, and internal procedures
Help improve and streamline existing processes to increase efficiency and scalability
Develop a strong understanding of how payments work end-to-end (ACH, card processing, gateways, funding flows, integrations, compliance)

Qualification

Customer Success ManagementOnboarding ProcessPayments KnowledgeFintech ExperienceDocumentation SkillsMulti-taskingEagerness to LearnOrganizational SkillsCommunication SkillsHigh Ownership Mindset

Required

1–4 years of experience in Customer Success, Operations, Client Services, or Onboarding
Strong organizational skills and attention to detail
Clear and professional communication skills
Ability to manage multiple clients and timelines simultaneously
Comfort working with documentation, systems, and structured processes
High ownership mindset and willingness to take responsibility end-to-end
Eagerness to learn the payments and fintech ecosystem

Preferred

Experience in fintech, payments, or SaaS
Familiarity with ACH, card payments, gateways, or accounting systems
Experience working cross-functionally with Operations, Product, or Support

Company

PAYRA

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PAYRA powers the cash flow of businesses that run America. We’re a software company built to eliminate Accounts Receivable.

Funding

Current Stage
Early Stage
Company data provided by crunchbase