Payment Success Specialist – Activation
Leads strategic onboarding and activation for payments customers, guiding implementation, training, adoption, and processing-volume growth. Requires 5+ years in onboarding, customer success, activation, or implementation, plus strong payments expertise and consultative communication skills.
About the job
Responsibilities
- Serve as the primary consultant and trusted advisor for new payments customers throughout onboarding and activation.
- Lead payment introduction and training calls aligned with customers’ operational goals and success metrics.
- Guide deployment of hardware, software, and Text-to-Pay workflows using best-practice configurations and tailored implementation plans.
- Design activation roadmaps and define success criteria for adoption, usage, and engagement, including completing three transactions with unique customers.
- Conduct proactive follow-ups with stakeholders to assess adoption and identify optimization opportunities.
- Recommend solutions that remove barriers, streamline workflows, and maximize payment utilization.
- Advise customers on payments best practices, regulatory considerations, and operational strategies.
- Monitor processing volume for six months after activation and identify opportunities for increased usage and platform adoption.
- Guide customers toward $5,000 in monthly processing volume to become Meaningful Volume Customers.
- Collaborate with Customer Success, Sales, Product, and Support teams to share trends, feedback, and market intelligence.
Requirements
- 5+ years of experience in customer onboarding, activation, customer success, or implementation, preferably in SaaS, fintech, or payments.
- Expertise in payments technology, workflows, and best practices.
- Exceptional communication and facilitation skills with business owners, operations leaders, and financial decision-makers.
- Advanced problem-solving and customer adoption risk-management skills.
- Strong understanding of change management and behavioral or operational transformation.
- Results-driven approach with experience meeting activation, volume, and adoption KPIs.
- Highly collaborative and effective in cross-functional environments.
Nice-to-Haves
- Subject-matter expertise in payment processing platforms, merchant onboarding, and transaction lifecycles.
- Experience with Stripe or similar payment solutions.
- Experience turning onboarding into a revenue-generating motion.
- Exceptional emotional intelligence and consultative skills.
- Experience delivering high-touch customer experiences.
Skills
Payment Processing, Customer Onboarding, Customer Success, Implementation, Stripe, Text-To-Pay, Merchant Onboarding, Change Management, Customer Adoption, SaaS, Fintech, Transaction Lifecycle
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