Customer Success Manager

About the Role

Payra is looking for a Customer Success Manager to own the end-to-end client onboarding and deployment process and serve as the primary point of contact for clients throughout their lifecycle. This role is focused on making sure new clients are onboarded smoothly, deployed correctly, and supported post‑go‑live with clear ownership and accountability.

This role reports directly to Operations leadership.

• Own the full onboarding and deployment process for new clients, from kickoff through successful go‑live
• Gather, review, and manage onboarding documentation and requirements (applications, banking details, integrations, compliance items, etc.)
• Act as the primary point of contact for clients during onboarding and after go‑live, handling questions, issues, and coordination
• Proactively identify and resolve onboarding or deployment blockers to keep implementations on track
• Periodically review account health and identify opportunities for improvement or optimization
• Create and maintain clear documentation for onboarding workflows, process flows, and internal procedures
• Help improve and streamline existing processes to increase efficiency and scalability
• Develop a strong understanding of how payments work end‑to‑end (ACH, card processing, gateways, funding flows, integrations, compliance)

• 1–4 years of experience in Customer Success, Operations, Client Services, or Onboarding
• Strong organizational skills and attention to detail
• Clear and professional communication skills
• Ability to manage multiple clients and timelines simultaneously
• Comfort working with documentation, systems, and structured processes
• High ownership mindset and willingness to take responsibility end‑to‑end
• Eagerness to learn the payments and fintech ecosystem

• Experience in fintech, payments, or SaaS
• Familiarity with ACH, card payments, gateways, or accounting systems
• Experience working cross‑functionally with Operations, Product, or Support

• High‑impact role with real ownership
• Direct exposure to fintech operations and payment infrastructure
• Opportunity to shape and improve onboarding and customer success processes
• Close collaboration with leadership