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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing onboarding and implementation projects within the payments and fintech sectors, with a strong focus on customer education and satisfaction. Proficient in translating complex payment workflows and ensuring operational readiness through effective training and support.
Highest-signal resume keywords
Payments Industry ExperienceOnboarding Project ManagementAPI UnderstandingCRM Tools ProficiencyCustomer Training and Support
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
PaymentsPayFacMerchant AcquiringFintechImplementation ProjectsAPIsPayment TerminalsGatewaysCompliance FrameworksPayment Operations
Soft Skills
Problem SolvingMentoringCommunicationCustomer Relationship ManagementProject Management
Tools & Technologies
SalesforceHubSpotOnboarding PlatformsTicketing SystemsProject Management Tools
Industry Keywords
ISVsISOsGovernment MerchantsEnterprise MerchantsHealthcareUtilitiesRecurring BillingMarketplaceModerate-Risk Verticals
About the role
Key responsibilities & impact- Serve as the primary point of contact across Risk, Compliance, Product, Engineering, Customer Support, and Partner Success
- Lead kickoff sessions, define requirements, guide customers through integration best practices, and support operational/underwriting readiness
- Train partners on platform functionality, reporting tools, integration flows, and merchant lifecycle processes
- Build long-term trust and hand off customers to Customer Success once live
- Participate in conference calls, training, business reviews, and other activities with internal and external clients
- Problem solve and implement solutions to meet or exceed client service and support expectations
- Educate customers on the Forte and CSG Payments product suite, APIs, terminals, gateways, and platform functionality
- Coordinate tickets, escalate issues as appropriate, and ensure timely resolution and customer satisfaction
- Contribute to process improvements, playbooks, and team enablement
- Mentor peers on complex customer scenarios
- Occasional travel may be required
Requirements
What you’ll need- Bachelor’s degree in business, finance, or a related field
- 5-8+ years of experience in payments, PayFac, merchant acquiring, fintech, or SaaS onboarding roles
- Proven success managing onboarding or implementation projects for ISVs, ISOs, government merchants, or enterprise merchants
- Strong understanding of APIs, payment terminals, gateways, compliance frameworks, and payment operations
- Working knowledge of CRM tools (Salesforce, HubSpot), onboarding platforms, ticketing systems, and project management tools
- Ability to translate complex payment workflows into clear customer guidance
- Excellent project management skills with the ability to manage multiple complex implementations simultaneously
- Experience with government, healthcare, utilities, recurring billing, marketplace, or moderate-risk verticals
- Proficient in English in a business environment
Benefits
Comp & perks- Work from Home
- Employee Belonging Groups
- Healthcare: Dental, Medical, and Vision
- Paid Vacation, Volunteer, and Holiday Time Off
- Bonus opportunity