Role Overview
Drive retention, processing growth, and profitability across an assigned portfolio of 250 payments customers. Build trusted relationships with practice leaders, understand their payment workflows, and use account data to identify risks and opportunities.
What You Will Do
Manage 250 payments accounts, build relationships with practice owners, finance leaders, and operational decision-makers. Conduct quarterly business reviews, monitor processing trends, and develop recovery plans.
Why It Might Be a Fit
3+ years of experience in account management, customer success, or a related customer-facing role. Experience owning a customer portfolio with measurable retention, growth, or revenue responsibilities.
Requirements
- 3+ years of experience in account management, customer success, or a related customer-facing role
- Experience owning a customer portfolio with measurable retention, growth, or revenue responsibilities
- Ability to interpret account data, investigate performance changes, and recommend practical next steps
- Confidence discussing pricing, processing performance, and operational concerns with business owners and senior stakeholders
- Comfort with consistent outbound phone outreach and managing a recurring engagement schedule
- Strong organization, documentation, and follow-through across customer commitments and internal projects
- Proficiency with Salesforce and Excel or Google Sheets
- Ability to work three days per week in Weave’s Lehi office
To apply for this job please visit jobs.ashbyhq.com.
Follow us on social media