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Customer Success Manager

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Description

You will develop deal-sizing and pricing models, reconcile processing revenue, and resolve performance discrepancies. You will design sales quotas and commissions, manage the CRM and revenue forecasts, create executive dashboards, and lead Project Everest across commercial, finance, product, compliance, and operations functions.

Responsibilities

  • Develop deal-sizing and pricing models for card issuing and international payments.
  • Establish margin thresholds and coordinate approvals.
  • Reconcile processing revenue against contracted business and settlement volumes.
  • Identify revenue leakage and resolve performance discrepancies.
  • Design sales quotas and manage commission calculations.
  • Manage HubSpot or Salesforce configuration, pipeline quality, and forecasts.
  • Deliver executive dashboards and monthly business reviews.
  • Lead the rollout of Project Everest and align cross-functional delivery.

Requirements

  • At least 6 years of experience in business management, revenue operations, commercial strategy, or sales operations within fintech, banking, cards, or payments.
  • Commercial and financial judgment.
  • Experience with deal sizing, pricing frameworks, and profitability assessment.
  • Experience with processing and settlement data, revenue forecasting, and revenue reconciliation.
  • Experience designing sales targets and incentive plans.
  • Proficiency in HubSpot or Salesforce.
  • Advanced Excel or Google Sheets skills.
  • Stakeholder management and project delivery skills.

Skills

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See also

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