The Role

The Customer Success Manager II – Payments is a senior individual contributor role focused on driving adoption, retention, and growth of CompanyCam Payments across a strategic portfolio of customers. This role sits at the intersection of customer success, payments operations, and product insight, owning complex financial workflows, risk conversations, and data-driven activation strategies. You’ll help customers successfully adopt Payments, embed it into their daily workflows, and realize measurable value through consistent transaction usage. Beyond direct customer impact, this role plays a critical part in strengthening CompanyCam’s overall payments motion by enabling peers, shaping playbooks, and influencing product direction. This is an opportunity to be both a hands-on customer partner and a force multiplier across the Customer Success organization.

Location: Candidates must permanently and currently reside in Lincoln, Nebraska or the surrounding metro area.

What You'll Do

• Drive Payments activation by identifying customers most likely to adopt based on usage signals, workflows, and operational needs.
• Execute targeted onboarding programs that guide customers through verification, setup, and their first successful transaction.
• Analyze adoption and transaction data to uncover bottlenecks, drop-off points, and opportunities to improve conversion and retention.
• Re-engage inactive or low-volume customers with tailored guidance to increase repeat transaction behavior.
• Partner cross-functionally with Product, Finance, Risk, and RevOps to reduce friction and improve activation efficiency.
• Serve as an escalation and subject-matter expert for complex payments, underwriting, and transaction lifecycle questions.
• Coach and enable CSM peers through playbooks, templates, training sessions, and workflow best practices.

The Impact You'll Have

At CompanyCam, your work makes a real impact. Whether you're writing code, supporting customers, or designing experiences, your contributions directly shape the product we deliver and the people we serve. We're building something that helps real people solve real problems—and we believe that kind of work is best done by a team that reflects the world around us. In this role, you’ll drive impact by:

• Increasing Payments activation rates, time-to-first-transaction, and repeat usage.
• Improving customer retention and renewal predictability through deeper workflow adoption.
• Strengthening CompanyCam’s payments motion at scale through enablement and playbook development.
• Influencing product and process improvements using real customer insights and transaction data.

What You'll Bring

• 3+ years of experience in SaaS and customer-facing roles.
• Experience with payments, fintech, billing, or financial products.
• Strong understanding of customer lifecycle management and activation workflows.
• Proficiency with CRM tools, analytics dashboards, and customer engagement platforms.
• Exceptional written and verbal communication skills, including comfort with sensitive financial conversations.
• Proven ability to solve complex problems, manage escalations, and deliver measurable customer outcomes.
• Experience coaching peers or contributing to scalable processes and playbooks, preferred.
• A continuous growth-mindset, with a focus on learning, embracing challenges, and continuously improving.
• A knack for creativity and innovation, bringing fresh ideas to the table and solving complex problems.

Benefits & Compensation

This is a salaried position at CompanyCam. Our starting salary  is $58,000 per year and is based on experience. Our average on target earnings (OTE) are around $81,000. We also offer meaningful equity and other benefits.

CompanyCam is an equal-opportunity employer committed to respect, inclusion, and growth. We work hard, take responsibility, and support each other. Great ideas come from all backgrounds, and we carefully consider every applicant without regard to personal characteristics or traits. Even if your work experience doesn’t align perfectly, we encourage you to apply. What really matters to us is your potential, your passion, and your commitment to learning, innovation, and contributing meaningfully to our team.

For any accommodations or technical issues related to the online application or interview process, please email [email protected] and we’ll respond promptly. Please do not include any medical or health information in your message.

Note: Resumes sent to this email will not be reviewed or responded to. To be considered for a position, you must apply directly through our careers page.