Success Executive
Listed on 2026-03-10
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Sales
Customer Success Mgr./ CSM, Business Development
Our vision at Tua is to reimagine the access to lending for merchants and consumers. We provide a comprehensive product suite to our merchants so they can provide lending solutions to their customers and have access to lending products that help grow their business. Tua is focused on being on the leading edge in the ethical transformation of the lending world.
Our mission is to blend technology and humanity to create affordable and accessible financial products for consumers, merchants, and financial institutions.
Unlike other lenders in the fintech marketplace, Tua focuses on enabling a merchant’s consumers at point of sale for essential expenses:
dental, medical, veterinarian, automotivepartsand home services
. Tua’s partnership with enterprise groups who have deep relationships with merchants differentiates us in an increasingly crowded and fast-growing marketplace.
As we continue to grow, we are looking fora Success Executive to join our team. In this customer-facing role, you will serve as a trusted advisor and advocate to our Merchants. The measure of your success will be retention, growth, and merchant advocacy.
Whatyou’llbe working on:- Manage the ongoing relationships of your merchant group, including proactive outreach and support through exceptional customer service skills.
- Train enrolling offices to ensure applications in the first 30 days.
- Increase usage of current offices.
- Hit or exceed KPI targets each month including but not limited to # of outreach calls and at least one application in the first 30 days.
- Ensure merchants are receiving the maximum value from their Tua Pay experience, while identifying ways to increase value to Merchants.
- Play your part in hitting monthly and quarterly sales targets.
- Report competitive information and emerging trends to the sales & marketing teams.
- Be an advocate for our merchant group while managing expectations based on volume and revenue to the company.
- Partner in creating and leading training courses and educational materials.
- Partner with Marketing in all merchant and customer facing materials.
- Understand feedback from merchant group and advocate for them within the company.
- Support internal stakeholders in optimizing the customer journey.
- Be a team player. Be willing to pitch in wherever needed regardless of role.
- Have a can‑do attitude and an insatiable desire to win.
- Interact with internal team members, banks, and merchants through effective and clear communication.
- Be willing to roll up your sleeves and work cross‑functionally to get the job done.
- Act as the primary point of contact for merchants, addressing their inquiries and resolving issues in a timely manner.
- 10% travel as needed.
- Willing to work weekends when needed with advance notice.
- Perform other duties as assigned.
- 2-5 years of sales experience, customer success and/or customer service experience, preferably in the payments, financial services or technology/SaaS industry.
- Experience in managing relationships.
- Proved track record of sales performance.
- Comfortable making outbound cold calls and adept at getting to the decision maker.
- Proficient in Outlook and comfortable with learning a new CRM/Customer Success platform. Take great notes, enter, and track all activities in the CRM.
- Strong writing, communication skills and comfortable in dealing with personnel from all levels.
- High Energy for a fast‑paced environment.
- You are comfortable asking offices for their business and that you will follow up to ensure we are meeting their expectations, and they continue to transact with Tua.
- You build strong relationships and can deliver superior service.
- Best practices you have built along the way.
- You have developed organizational, attention to detail, and problem‑solving skills.
- How you have stayed up to date with the latest trends and best practices.
- Outstanding communication and interpersonal abilities.
- Commitment to growth and learning.
- A willingness to laugh at yourself and get along well with others.
- Competitive compensation package $70k base salary + commission.
- Great benefits and vacation.
- Join early stages of a dynamic and growing company.
- Be part of a growing industry.
- A strong commitment to our employees and our customers.
- Human connections in everything we do.
Please upload your resume and cover letter (remember to note the job you are applying for). While we appreciate all applications, only those deemed qualified by the hiring manager will be contacted.
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