Customer Success Manager

basyspro; Lenexa (KS); On-site; USD 60,000 - 90,000; Full time

Job summary

Basys is seeking a Customer Success Manager to strengthen merchant relationships and improve retention, profitability, and customer experience.

The role involves account auditing, transaction processing consultation, risk monitoring, and cross-functional coordination to resolve issues with strong analytical and communication skills.

Qualifications

• Strong relationship management with merchants across varied industries.
• Experience auditing accounts and processing transactions with accuracy.
• Ability to monitor and mitigate risk per banking/card guidelines.

Responsibilities

• Directly manages merchant relationships to drive retention and profitability.
• Acts as transaction processing consultant, proposing safe, cost-effective solutions.
• Collaborates with internal Basys teams to ensure high-level merchant support.
• Documents inquiries and resolutions, maintains timely communication with merchants.

Skills

Customer relationships

Account auditing

Risk monitoring

Communication

Analytical skills

Financial knowledge

Education

Bachelor's degree (business/related)

Tools

CRM software

Transaction processing systems

Financial analytics software

PCI compliance tools

Job description

Grow with a team that leads with service and builds with purpose.

At Basys, we believe success is built on relationships, not transactions. We collaborate, solve challenges head-on and raise the bar for ourselves and each other every day. If you’re energized by meaningful work and motivated to make a real impact, you’ll feel right at home here.

We personalize payments and elevate service so our clients can grow with confidence. And we’re building a company where innovation, care and accountability shape how we work: together.

Summary

The Customer Success Manager is responsible for managing and strengthening merchant relationships to drive retention, profitability, and an exceptional customer experience. This role regularly performs account auditing, transaction processing consultation, risk monitoring and mitigation, merchant education, cross-functional coordination, and issue resolution, requiring strong analytical skills, sound judgment, financial and processing knowledge, effective communication, and a results-oriented mindset to effectively carry out assigned duties.

Employees in this role are expected to perform their duties in accordance with The Way We Work, helping to create a company where innovation and care drive meaningful connections.

Duties & Responsibilities

Essential Functions

• Directs and manages merchant relationships within varied industry verticals using written and verbal communication.
• Acts as a transaction processing consultant for merchants, providing alternative processing solutions and options while identifying the advantages and disadvantages of the proposed solutions, to minimize associated costs and risks.
• Works with internal Basys teams to ensure a high level of support for the merchant.
• Prompt communication with merchant, partners and internal Basys teams when issue/request has been received and expected date of resolution.
• Investigates and resolves matters with third-party business partners, banking partners, merchants and internal departments.
• Identifies, monitors, and mitigates risk issues per bank and card policy guidelines.
• Utilizes set scheduled calls to increase retention efforts within portfolio.
• Responsible for answering and documenting inbound and outbound calls and responding to email correspondence in a timely manner.

Additional Responsibilities

• Consistently meets goals for growth, retention, and customer service.
• Develops, trains and implements educational programs designed to improve merchant transaction processing performance.
• Inspect merchant processing history to recommend/provide solutions to best fit their processing needs (new equipment, different processing plan, etc.)
• Assist in training new team members or shadowing sessions as needed.
• Assist in remediation of outstanding PCI compliance issues.
• Support merchant re-applications end to end, coordinating required documentation and follow-ups to ensure accurate, timely resubmissions, with additional compensation provided for each successfully completed application.
• To remain innovative and efficient, the use of AI tools is typical and expected within this role and at Basys.
• Completes other assigned duties as requested.