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Senior Customer Success

Taylor Root

Job Description

Senior Customer Success – Payments / Fintech

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New York, NY | Hybrid, 3 days in office

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Our client, a fast-growing global payments platform , is looking to add a Senior Customer Success professional to its New York team. This is an opportunity to join a sophisticated, international fintech business and take ownership of the customer journey from deal close through successful launch.

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This role is ideal for someone who enjoys the intersection of customer success, implementation, payments and technology . You will serve as the primary point of contact for customers throughout the onboarding and go-live process, coordinating across internal teams to ensure a seamless and efficient launch.

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What You Will Do

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

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  • 3–5 years of experience in customer success, implementation or onboarding within payments or B2B fintech
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  • Experience managing multiple customer implementations or onboarding projects simultaneously
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  • Familiarity with KYC, AML and compliance requirements associated with payments or financial services
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  • Strong technical aptitude and comfort working with API integrations, product configuration and technical teams
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  • Excellent project management and organizational skills
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  • Strong customer-facing communication skills and the ability to manage expectations in a fast-paced environment
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  • A proactive, solutions-oriented approach and the ability to work effectively across multiple internal teams
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  • Experience with CRM and/or customer success platforms
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  • Fluency in English required; Spanish language skills are a plus
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Vacancy posted 2 days ago
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