Onboarding Manager, Customer Success Management

Identify issues and recommend best practices to enhance sales team efficiency and effectiveness. Lead functional projects and programs, ensuring successful outcomes through effective coordination and collaboration. Prepare detailed sales reports and presentations, offering valuable insights to support decision-making. Foster a culture of continuous improvement within the customer success team, promoting professional development and growth. Communicate onboarding strategy and outcomes effectively to executives and stakeholders, ensuring alignment, influence, and visibility of results. Drive payments expertise to reduce friction in merchant onboarding, applying knowledge of workflows, compliance, and risk management tools. Analyze onboarding performance and scale automation, using platforms such as Salesforce and Tableau to generate actionable insights. Accelerate time-to-value (TTV) through structured playbooks, automation strategies, and tailored onboarding for high-value merchants. Lead cross-functional collaboration with Sales, Risk, Servicing, and Product teams to resolve bottlenecks and streamline go-live. Champion automation and innovation by advancing no-touch onboarding models, AI-driven workflows, and scalable process improvements. Minimum of 8 years of relevant work experience and a Bachelor's degree or equivalent experience. Strong knowledge of payments and merchant onboarding ecosystems. Demonstrated success in product adoption strategies Experience leading automation and process-scaling initiatives in complex environments. Ability to influence and collaborate across Sales Enablement, Risk, Product, and Servicing organizations. Proven track record using Salesforce and Tableau to drive operational insights and decision-making. Subsidiary: