Account Manager – Payments

Role Overview

• Manage a portfolio of existing Cin7 customers, primarily in the SMB / growth segment, identifying and executing upsell and cross-sell opportunities with a strong focus on payments adoption and expansion
• Drive increased gross payment volume and overall customer lifetime value across your book, while also identifying opportunities to introduce additional Cin7 products where appropriate
• Partner with the Customer Success team to help support the CS queue for designated customer types, assisting with payment-related questions, optimization conversations, and commercial follow-ups
• Conduct scaled business reviews, health check-ins, and value conversations with customers, helping them optimize their use of Cin7 Payments and related functionality
• Support the Acquisition (Sales) team as needed on payment-specific prospect or customer calls, providing product and commercial expertise to help close new business
• Collaborate closely with internal teams including product, onboarding, support, engineering, and sales to ensure a seamless and consistent customer experience
• Provide feedback and insights to the product and payments teams based on customer usage patterns, objections, and feature requests
• Contribute to the development of best practices, playbooks, and processes for managing payments-focused accounts at scale

Requirements

• Demonstrated success in account management, customer success, or sales within a B2B SaaS environment
• Experience managing a high-volume or SMB customer portfolio, balancing growth targets with customer satisfaction
• Proven ability to meet or exceed revenue, expansion, or retention goals
• Strong communication skills with the ability to explain payments concepts clearly to non-technical customers
• A consultative, customer-first mindset with solid commercial acumen
• Strong organizational and time-management skills; comfortable working across multiple priorities
• Ability to work independently while thriving in a collaborative, fast-paced team environment

Benefits

• Competitive benefits, including medical, dental, and vision plans, and a 401K company patch program.
• A flexible PTO policy, allowing you the time you need to recharge.
• A Global Wellness Day celebrated companywide, providing you a dedicated holiday to focus on your own wellbeing.
• A diverse team, where everyone helps each other, and inclusion is a core value
• Frequent company-sponsored events so you can get to know your co-workers.