Senior Payments Onboarding & Success Lead

Taylor Root; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Taylor Root is recruiting a Senior Customer Success professional for a hybrid role in New York, NY, focusing on end-to-end onboarding for a global payments platform. You will coordinate across product, compliance, and commercial teams to ensure a seamless go-live and scalable onboarding process.

The role emphasizes managing multiple implementations, strong technical aptitude for API integrations, and a proactive, solutions-oriented approach in a fast-paced fintech environment.

Qualifications

• 3–5 years of experience in customer success, implementation or onboarding within payments or B2B fintech.
• Experience managing multiple customer implementations or onboarding projects simultaneously.
• Familiarity with KYC, AML and compliance requirements associated with payments or financial services.
• Strong technical aptitude and comfort working with API integrations, product configuration and technical teams.
• Excellent project management and organizational skills.
• Strong customer-facing communication skills and the ability to manage expectations in a fast-paced environment.

Responsibilities

• Own the end-to-end onboarding and go-live process for new customers, including configuration, channel setup and account readiness.
• Manage multiple customer implementations simultaneously, keeping projects organized and moving toward launch.
• Serve as the primary customer contact during onboarding, setting expectations and proactively addressing issues.
• Partner with Business Development, Product, Compliance, Risk and Financial Institution teams to identify and resolve roadblocks.
• Work with commercial and solutions teams to identify onboarding complexity and technical requirements early in the sales process.
• Help improve and scale the onboarding process by identifying friction points and developing more efficient workflows, playbooks and processes.
• Track onboarding progress and key metrics, including time-to-live, bottlenecks and overall pipeline health.

Skills

Customer success

Implementation

Onboarding

CRM platforms

Project management

Tools

CRM platforms

Job description

Taylor Root is recruiting a Senior Customer Success professional for a hybrid role in New York, NY, focusing on end-to-end onboarding for a global payments platform. You will coordinate across product, compliance, and commercial teams to ensure a seamless go-live and scalable onboarding process.

The role emphasizes managing multiple implementations, strong technical aptitude for API integrations, and a proactive, solutions-oriented approach in a fast-paced fintech environment.