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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client success and account management, particularly with mid-market and enterprise clients in the payments and fintech sectors. Proficient in data analysis, relationship-building, and managing at-risk accounts to drive growth and retention.
Highest-signal resume keywords
Client Success ManagementData Analysis SkillsExpansion Deal ClosureBusiness Review PresentationPayments Industry Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisForecastingAccount ManagementRisk TrackingPerformance Health ScoringTurnaround PlanningBusiness Review ExecutionClient AdvocacyMerchant Relationship ManagementTechnical Integration
Soft Skills
Relationship BuildingProactive ApproachCalm CommunicationOrganizational SkillsCuriosity
Tools & Technologies
SalesforceExcelBI/Reporting ToolsAI-Powered Productivity Tools
Industry Keywords
PaymentsFintechB2B SaaSMerchant-Issuer RelationshipClient SuccessAccount Management
About the role
Key responsibilities & impact- Own relationships with mid-market and enterprise merchants from pre-launch through long-term partnership, including retention, growth, and renewals
- Set and clarify pre-launch expectations while partnering with Enablement on technical go-live
- Own post-launch performance through data analysis, health scoring, and risk tracking
- Forecast merchant volume and lead conversations about volume expectations, expansion, and contraction
- Build multi-threaded relationships with executive and cross-functional client stakeholders
- Actively manage Decline Inventory to drive recovery performance
- Own expansion conversations from identifying products, use cases, and payment methods through deal closure
- Identify at-risk merchants and lead turnaround plans
- Run business reviews covering performance, value, and next steps
- Coach clients on platform best practices
- Gather and prioritize merchant feedback for Product roadmap and user-experience improvements
- Support Sales with technical and operational requirements for prospective clients
- Collaborate with Product Marketing on onboarding materials and Client Success assets
- Partner with Client Support to deliver a connected client experience
- Drive client advocacy through references, case studies, and referrals
Requirements
What you’ll need- 3+ years of experience in client success or account management with mid-market and enterprise clients, ideally in payments, fintech, or B2B SaaS
- Solid grasp of payments, including authorizations, declines, recovery, and the merchant-issuer relationship, or drive to learn quickly
- Strong data analysis and recommendation skills
- Experience forecasting client volume or revenue
- Proven track record of owning and closing expansion deals
- Experience managing and turning around at-risk accounts
- Experience running business reviews and presenting to senior and executive stakeholders
- Comfort working with technical and product teams on integrations and client solutions
- Proficiency with AI-powered productivity tools, Salesforce, Excel, and BI/reporting tools
- Calm, confident communication in fast-moving, high-accountability environments
- Relationship-building and trust-earning skills
- Proactive and organized approach
- Curiosity about clients’ businesses and success drivers
- Eligible to work in Canada
Benefits
Comp & perks- Unlimited paid time off
- 100% remote work
- Flexible hours
- Comprehensive health benefits package effective from day one
