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Merge

Customer Success Lead

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You will own strategic customer relationships throughout onboarding, payment operations, support, and ongoing account engagement. You will act as the primary contact for escalations and payment-related queries, coordinate resolution of transaction issues with relevant functions and partners, monitor payment and settlement activity, and improve onboarding, support, and customer-success processes. You will also support account expansion, product rollouts, and operational scaling.

Responsibilities

  • Manage strategic customer relationships across onboarding, payment operations, support, and account engagement
  • Serve as the primary contact for operational escalations, payment queries, and critical customer issues
  • Coordinate the resolution of transaction issues and operational exceptions with compliance, operations, banking partners, and product teams
  • Build relationships with customer stakeholders in finance, treasury, operations, and compliance
  • Deliver a high-quality customer experience throughout the customer lifecycle
  • Identify improvements to customer workflows, onboarding journeys, operational efficiency, and support processes
  • Monitor payment flows, settlement timelines, reconciliation issues, and operational risks
  • Develop scalable customer-success processes, knowledge bases, onboarding playbooks, and training materials
  • Support customer expansion, product rollouts, and operational scaling initiatives

Requirements

  • 4–6 years of experience in fintech, payments, banking, PSPs, or cross-border infrastructure businesses
  • Background in customer success, client operations, account management, or payment operations
  • Experience managing enterprise or high-value B2B customers
  • Understanding of payment flows, settlement operations, transaction lifecycles, and operational support processes
  • Communication and stakeholder management skills
  • Organizational and problem-solving abilities with attention to detail
  • Ability to work in a fast-paced startup or high-growth environment with evolving processes
  • Experience with Zendesk, Jira, and AI-powered customer operations platforms

Skills

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See also

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