Client Success Manager - United States - Payliance

    Payliance
    Payliance United States

    5 days ago

    $60,000 - $115,000 (USD) per year *
    Description
    About Payliance
    Founded in 2007, Payliance is a trusted leader in payment processing, helping businesses move money faster, safer, and smarter.

    Today, we process more than $63 billion annually, support 40,000+ merchant locations, and serve over 350 lending clients-empowering them to streamline payment acceptance, lower costs, and reduce fraud risk.

    We offer an all-in-one platform for real-time funding, payment processing, account verification, and recovery services, giving lenders the technology and tools they need to operate efficiently and confidently.

    What sets Payliance apart is our blend of modern technology, deep industry expertise, and a highly collaborative, people-first culture. We partner closely with clients to design payment experiences that are secure, compliant, and built to scale.

    Backed by Serent Capital, a growth-focused private equity firm, we're continuing to expand our capabilities, accelerate innovation, and deliver measurable results for our clients.

    If you're looking to join a team where your work directly shapes how money moves across the payments ecosystem-and where innovation, ownership, and impact are encouraged-Payliance is an exciting place to grow.

    About the Role

    The Client Success Manager (CSM) is responsible for ensuring Payliance clients achieve maximum value from our platform, driving satisfaction, retention, and growth.

    This role serves as a trusted advisor, helping clients optimize payment workflows, navigate the lending/payments ecosystem, and unlock new opportunities for efficiency and performance.

    The CSM manages a portfolio of accounts, guiding clients through onboarding new services, providing strategic consultation, and proactively identifying ways to improve outcomes.

    You'll collaborate closely with Product, Sales, Risk, Compliance, and Support to ensure a seamless and positive client experience.

    This position is ideal for a relationship-driven professional with strong problem-solving skills and a passion for helping customers achieve measurable results.

    What You'll Do
    Client Relationship Management


    • Serve as the primary point of contact and trusted advisor for an assigned portfolio of clients.
    • Develop a deep understanding of client goals, workflows, and operational challenges.
    • Conduct regular business reviews to highlight value, performance metrics, and optimization opportunities.
    • Foster long-term relationships that lead to high satisfaction and renewal rates.
    Strategic Guidance & Value Delivery


    • Provide recommendations on how to best use Payliance solutions to support clients' business objectives.
    • Educate clients on platform capabilities, new features, and best practices.
    • Identify opportunities for clients to expand usage or adopt additional Payliance solutions in support of their business needs.
    • Support clients in navigating ACH, RCC, card, RTP, and compliance-related requirements.
    Account Growth & Retention


    • Monitor client health, usage trends, and key metrics to spot risk early.
    • Identify and close upsell and cross-sell opportunities.
    • Ensure successful renewals through proactive engagement and value demonstration.
    Cross-Functional Collaboration


    • Partner with Product to advocate for client needs and share actionable insights.
    • Coordinate with Support, Risk, Technology and Compliance to resolve issues and ensure smooth operations.
    Operational Excellence


    • Maintain accurate client contacts, notes, contracts, and opportunity plans in Salesforce.
    • Track KPIs and provide reporting internally and externally as needed.
    • Contribute to process improvements and scalable Client Success initiatives.
    Compensation & Benefits
    Competitive base salary + performance bonus based on retention and client success metrics. Full benefits package including medical, dental, vision, STD, LTD, life insurance, 401(k), and PTO.
    Work Environment
    Remote-first with collaboration across U.S. time zones. Occasional travel may be required for conferences, client visits, or team meetings.
    Equal Employment Opportunity
    Payliance is an equal opportunity employer. We value diversity and strive to create an inclusive workplace for everyone.

    Discrimination or harassment of any kind-based on race, color, sex, religion, sexual orientation, gender identity, national origin, age, disability, genetic information, or pregnancy-is not tolerated.

    We also ensure that qualified individuals with disabilities are treated fairly in all aspects of employment. Reasonable accommodations are available throughout the application and employment process.
    Requirements
    What You'll Bring
    Required Qualifications


    • 3-5+ years in Client Success, Account Management, or Customer Success-preferably in payments, fintech, lending, SaaS, or financial services.
    • Experience in payments, ACH, RCC, card networks, RTP, or lending operations.
    • Proven ability to build strong customer relationships and deliver strategic guidance.
    • Strong communication, presentation, and customer-facing skills.
    • Excellent organizational skills with the ability to manage multiple accounts and priorities.
    • Analytical mindset with the ability to understand client data, workflows, and performance indicators.
    • Proficiency with CRM tools such as Salesforce.
    Preferred Qualifications


    • Familiarity with LMS integrations and the lending technology ecosystem.
    • Background working with high-volume transactional environments.
    • Ability to travel occasionally for client meetings, team events, or industry conferences.
    How Your Success Will Be Measured

    Client Retention:
    Renewal rates and reduction of churn risk.

    Client Health:
    Usage trends, satisfaction scores, and engagement levels.

    Value Delivery:
    Platform adoption, performance improvements, and documented client outcomes.

    Growth Contribution:
    Cross-sell/ upsell opportunities originated or influenced.
    * This salary range is an estimation made by beBee
  • Work in company

    Customer Success Manager

    Only for registered members

    +Job summary · PhotoShelter is a leader in visual media technology that helps photographers and creative teams work effortlessly and engage audiences instantly - all while maintaining the integrity of their content. · +ResponsibilitiesDeeply understand our Photographers and Brand ...

    United States $55,000 - $65,000 (USD) Full time

    1 month ago

  • Work in company

    Reimbursement Success Manager

    Only for registered members

    Prochant is seeking highly qualified individuals for a Reimbursement Success Manager position. This role is responsible for several areas that are key to a success for Prochant, an outsourced billing service in the U.S. healthcare industry. Reimbursement Success responsibilitie ...

    United States Full time

    6 days ago

  • Work in company

    Customer Success Manager

    Only for registered members

    Epic is the leading digital reading platform for kids trusted by millions of children families and educators around the world With a vast library of high-quality books and learning resources Epic empowers kids to explore their interests build literacy skills and develop a lifelon ...

    USA $90,000 - $110,000 (USD) Full time

    3 weeks ago

  • Work in company

    Customer Success Manager

    Only for registered members

    · A Customer Success Manager serves as the primary owner of post-implementation customer outcomes. They guide adoption and help customers align product usage to business goals while empowering them to derive measurable value from Irth's solutions. · ...

    United States Full time

    1 month ago

  • Work in company

    Manager, Customer Success

    Only for registered members

    · Attentive is the AI marketing platform for 1:1 personalization redefining the way brands and people connect. We're the only marketing platform that combines powerful technology with human expertise to build authentic customer relationships. By unifying SMS, RCS, email, and pus ...

    United States $145,000 - $155,000 (USD) Full time

    3 days ago

  • Work in company

    Customer Success Manager

    Only for registered members

    Customer Success Manager · Overview · Givzey's Customer Success Managers are the backbone of our relationships with our customer base. Each is responsible for managing a defined book of business to ensure customers successfully deploy, adopt, and maintain Givzey solutions and con ...

    United States $70,000 - $130,000 (USD) per year

    3 days ago

  • Work in company Remote job

    Customer Success Manager

    Only for registered members

    We are seeking an experienced Customer Success Manager to join our team at Hawk Ridge Systems. As a key member of our customer success team, you will be responsible for managing customer relationships, identifying business opportunities, and driving revenue growth. · Manage a cus ...

    United States

    2 weeks ago

  • Work in company

    Customer Success Manager

    Only for registered members

    · Company Description · At Cerby, we believe there is a better way for people to use cloud applications and securely share access with others. Our Customer Success team ensures our customers fully utilize our solution to build a secure environment while enabling company users to ...

    ., ., ., United States $70,000 - $130,000 (USD) per year

    1 week ago

  • Work in company

    Customer Success Manager

    Only for registered members

    OverviewThe Technical Customer Success Manager is a people leader responsible for owning the end-to-end customer experience across onboarding, implementation, support, and ongoing service delivery. This role sits at the intersection of technical execution, customer success, and o ...

    United States $130,000 - $140,000 (USD) Full time

    6 days ago

  • Work in company

    Customer Success Manager

    Only for registered members

    About Tekion: · Positively disrupting an industry that has not seen any innovation in over 50 years, Tekion has challenged the paradigm with the first and fastest cloud-native automotive platform that includes the revolutionary Automotive Retail Cloud (ARC) for retailers, Automot ...

    United States $70,500 - $117,000 (USD) Full time

    1 day ago

  • Work in company

    Customer Success Manager

    Only for registered members

    About Statusphere · Statusphere is an influencer-marketing technology platform built for enterprise brands to make human-generated content scalable, measurable and brand-safe across social, retail and paid media channels. The platform uses AI to automate and orchestrate large-sca ...

    United States $70,000 - $130,000 (USD) per year

    1 week ago

  • Work in company Remote job

    Manager, Customer Success

    Only for registered members

    About · Owner is the AI growth system for local restaurants. · Our AI continuously improves SEO, marketing, and online ordering to grow first-party orders. Unlike other companies that force small business owners to master their software to drive sales, Owner gives them a proven ...

    United States $95,000 - $150,000 (USD) per year

    1 day ago

  • Work in company

    Customer Success Manager

    Only for registered members

    About Tekion: · Positively disrupting an industry that has not seen any innovation in over 50 years, Tekion has challenged the paradigm with the first and fastest cloud-native automotive platform that includes the revolutionary Automotive Retail Cloud (ARC) for retailers, Automot ...

    United States $70,500 - $117,000 (USD) Full time

    1 day ago

  • Work in company

    Customer Success Manager

    Only for registered members

    The Customer Success Manager (CSM) for Onboarding is responsible for guiding dealer partners through the critical first stage of their journey with Tekion. This role ensures a seamless transition from implementation to operational stability, accelerates time-to-value, and drives ...

    United States

    1 month ago

  • Work in company Remote job

    Manager, Customer Success

    Only for registered members

    We're looking for a Manager, Customer Success to report to the AMER Customer Success Director and lead a team of CSMs responsible for engaging with customers in a scaled approach to drive adoption and outcomes. · Lead and manage a team of CSMs. · Provide guidance and support for ...

    United States

    1 month ago

  • Work in company Remote job

    Customer Success Manager

    Only for registered members

    Who We Are · Having surpassed $300M ARR and continuing to grow, AuditBoard is the leading audit, risk, ESG, and InfoSec platform on the market. More than 50% of the Fortune 500, including 7 of the Fortune 10, leverage our award-winning technology to move their businesses forward ...

    United States $70,000 - $130,000 (USD) per year

    5 days ago

  • Work in company

    Customer Success Manager

    Only for registered members

    We are seeking a dedicated Customer Success Manager to help our team transforming the job search process, making it more efficient, personalized, and successful for professionals across various industries. With a focus on reverse recruiting and career coaching, we've established ...

    United States $70,000 - $130,000 (USD) per year

    1 week ago

  • Work in company

    Customer Success Manager

    Only for registered members

    Camp Systems is the trusted leader in aircraft compliance and health management, proudly serving the global business aviation industry. With over 20,000 aircraft and 33,000 engines supported on our cutting-edge platforms, and partnerships with more than 1,300 maintenance faciliti ...

    United States $70,000 - $130,000 (USD) per year

    1 week ago

  • Work in company

    Customer Success Manager

    Only for registered members

    Onit is looking for our next Customer Success Manager to continue developing ongoing relationships with our customers SimpleLegal, SecureDocs, and Axdraft are all part of the Onit family of companies. You will have the unique opportunity to work with all three product lines. We p ...

    United States $70,000 - $130,000 (USD) per year

    1 week ago

  • Work in company

    Customer Success Manager

    Only for registered members

    Overview · The Customer Success Manager - W2 Contract plays a crucial role in fostering strong relationships between our organization and our valued customers. This position involves understanding customer needs, ensuring product adoption, and optimizing the overall customer expe ...

    USA $70,000 - $130,000 (USD) per year

    1 week ago

  • Work in company Remote job

    Customer Success Manager

    Only for registered members

    We are seeking motivated individuals with a desire to be a part of a winning team. · In charge of onboarding a new client when the contract is signed and ensuring a smooth transition to becoming an active customer and using our products. · Address customer questions as their main ...

    United States

    1 month ago

Jobs
>
Client success manager