Platform Success Manager in New York at Jobgether

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Platform Success Manager based in United States.

As a Platform Success Manager, you will help software platforms successfully launch, grow, and optimize embedded payment solutions for their customers. You will guide clients through the full integration journey, from initial setup and testing to deployment and go-live. Beyond implementation, you will act as a strategic advisor, helping platforms improve payment margins, increase adoption, and unlock new revenue opportunities. You will combine customer relationship management, payments expertise, data analysis, and go-to-market strategy to drive measurable client outcomes. Working closely with Sales, Product, Engineering, and other teams, you will help resolve challenges and continuously improve the client experience. This is a highly collaborative environment where you can take ownership, develop creative solutions, and build trusted relationships with clients.

• Guide platform clients throughout the full integration lifecycle, from initial setup and configuration through testing, deployment, and go-live.
• Advise clients on payment-processing best practices, margin optimization, revenue growth, and strategies to maximize payment adoption.
• Build strong relationships with platform clients by understanding their business objectives, developing strategies to achieve them, and serving as a trusted advisor and advocate for their payments growth.
• Analyze client and portfolio data to identify trends, performance gaps, growth opportunities, and areas for improvement.
• Provide strategic go-to-market guidance covering product positioning, pricing, messaging, adoption strategies, and payment monetization.
• Support portfolio migrations and help clients navigate the operational and commercial considerations associated with transitioning payment portfolios.
• Partner with Sales, Product, Engineering, and other cross-functional teams to address client needs and drive long-term platform success.
• Monitor and report on key metrics related to client satisfaction, retention, payment adoption, revenue growth, and overall account performance.
• Identify opportunities to improve client outcomes and develop creative, data-informed solutions to address evolving business challenges.
• Act as a client advocate internally, ensuring customer feedback and business priorities are effectively communicated across the organization.

• 5+ years of experience in customer success, account management, strategic partnerships, or a related client-facing discipline, preferably within embedded payments or fintech.
• Strong understanding of Payment Facilitator (PayFac) models or PayFac-as-a-Service solutions, particularly within vertically focused software platforms.
• Deep knowledge of credit card and ACH processing, including interchange, interchange drivers, and the factors that influence payment economics.
• Demonstrated experience helping businesses grow embedded payment programs, increase adoption, or improve payment-related revenue and margins.
• Strong commercial and strategic thinking, with the ability to understand client business models and translate objectives into actionable growth strategies.
• Excellent customer empathy and relationship-building skills, with the ability to establish trust and credibility with both external clients and internal stakeholders.
• Strong analytical and data-driven mindset, with the ability to identify meaningful trends, evaluate performance, and turn insights into recommendations.
• Ability to work independently, prioritize effectively, and manage multiple client initiatives and projects simultaneously.
• Creative and resourceful approach to problem-solving, particularly when navigating complex client, operational, or technical challenges.
• Excellent written and verbal communication skills, with the confidence to advise clients and collaborate across functions.
• Comfortable operating in a fast-paced, evolving environment where priorities can change and new solutions are frequently required.

• Comprehensive health benefits package.
• Unlimited paid time off.
• Paid parental leave.
• Flexible working environment designed to support autonomy and work-life balance.
• Collaborative and close-knit team environment.
• Opportunities to make a meaningful impact within a growing payments and fintech environment.
• Exposure to embedded payments, client strategy, revenue optimization, and go-to-market initiatives.
• Opportunities to work cross-functionally with Sales, Product, Engineering, and other teams.
• Strong focus on employee development, people, and company culture.
• Support for reasonable accommodations throughout the pre-employment process.