Customer Success Manager

ID TECH; Cypress (CA); On-site; USD 58,000 - 68,000; Full time

Benefits offered by this job

Comprehensive benefits package

Professional development opportunities

Job summary

ID TECH is looking for a driven Customer Success Manager to enhance merchant success in California. This vital role focuses on managing a portfolio of mid-market and enterprise merchants throughout their lifecycle, ensuring they achieve their business goals on our platform.

You will oversee onboarding, account management, and retention, while collaborating with various departments to provide seamless merchant support. Ideal candidates are customer-centric, experienced in payment processing, and adept with tools like Salesforce and Jira.

Qualifications

• 1-3 years in customer success, account management, or customer support.
• Minimum of 2 years in merchant services, payment processing, or fintech.
• Solid understanding of merchant operations.

Responsibilities

• Manage new merchant onboarding from contract to first payment.
• Conduct regular check-ins to ensure merchant satisfaction.
• Identify expansion opportunities within existing accounts.

Skills

Customer-centric focus

Excellent communication skills

Organizational skills

Problem-solving mindset

Tools

Salesforce

Jira

Job description

We are seeking a Customer Success Manager to drive merchant success, retention, and growth in the payment and merchant services space. Reporting to the Manager of Customer Success, you will manage a portfolio of mid-market and enterprise merchants through their complete lifecycle: from onboarding and platform activation through ongoing adoption, retention, and expansion opportunities. This role combines hands-on customer engagement with strategic account management and contributes to the development and refinement of customer success processes and playbooks.

You will be responsible for ensuring merchants achieve their business goals on our platform while identifying expansion opportunities and driving sustainable, long-term relationships.

Key Responsibilities

• Manage new merchant onboarding from contract to first payment transactions; ensure setup is complete, accurate, and timely
• Track and reduce time-to-first-transaction; identify and resolve blockers in the activation process
• Validate that merchants understand platform features, payment processing workflows, and reporting tools

Account Management & Retention

• Own a portfolio of 15-20 assigned merchants; conduct regular check-ins to ensure satisfaction and identify issues early
• Monitor merchant payment transaction health (volume, success rates, error rates) and proactively address performance issues
• Track and reduce Return Merchandise Authorization (RMA) volume and associated issues
• Drive merchant retention and renewal; ensure on-time renewals and successful contract negotiations

Growth & Expansion

• Identify expansion opportunities within existing accounts (increased transaction volume, additional services, geographic expansion)
• Collaborate with Sales on expansion opportunities and account growth initiatives

Support & Troubleshooting

• Serve as first point of contact for merchant issues; handle basic technical troubleshooting and platform questions
• Escalate complex technical issues to the Support team; document and follow up on resolutions
• Work with Merchant Central Helpdesk, Salesforce, and Jira to track merchant requests and resolutions
• Coordinate with Support Manager, Sales, Account Managers, Operations, and Finance to ensure seamless merchant experiences
• Provide input on customer success processes, playbooks, and operational improvements
• Coordinate with partner customers and overseas departments (Asia, North America) to align support and enable merchant success

Reporting & Metrics

• Track and report on key success metrics: merchant onboarding, RMA volume, payment transaction data, renewal rates, and NPS
• Provide regular updates to manager on portfolio health, risks, and expansion opportunities

Required Qualifications

• 1-3 years of customer success, account management, or customer support experience
• Minimum 2 years of experience in merchant services, payment processing, or fintech
• Solid understanding of payment processing, payment facilitation, and merchant operations
• Excellent written and verbal communication skills; ability to communicate clearly and respond to merchants in a timely manner
• Proficiency with Salesforce, Jira, and similar customer-facing tools
• Strong organizational and time management skills; ability to manage multiple merchant priorities simultaneously
• Problem-solving mindset with attention to detail; ability to anticipate merchant needs

Preferred Qualifications

• Payments industry certification or training
• Experience managing customer portfolios in a SaaS or mid-market environment

Core Competencies

• Customer-centric focus and proactive account management
• Relationship building and stakeholder management
• Technical aptitude and troubleshooting capability
• Cross-functional collaboration

Success Metrics

You will be evaluated on the following metrics:

• Percentage of assigned merchants onboarded and activated on-time
• Average time-to-first-transaction for new merchants
• Merchant renewal and retention rate
• Payment transaction success rates and error reduction in portfolio
• RMA volume and resolution within portfolio
• Identification of and progress on expansion opportunities
• Merchant and internal stakeholder satisfaction feedback
• Mixed work model: In-office presence for collaboration; flexible remote work as approved by manager
• Estimated 10% travel annually for customer meetings and team events
• Access to tools: Salesforce, Jira, Merchant Central Helpdesk, and internal analytics platforms
• Salary: $58,000 - $68,000 (based on experience and qualifications)
• Comprehensive benefits package including health insurance, PTO, and professional development opportunities.

About the Role

This role is ideal for a customer success professional who thrives in a fast-paced environment and enjoys building long-term merchant relationships. You’ll have the opportunity to directly impact merchant success, contribute to process improvement, and grow your customer success expertise. You’ll work closely with your manager, collaborate across departments, and have clear visibility into how your work drives business results. If you’re passionate about customer success and excited about the payments space, this is an excellent opportunity to make a meaningful impact.