Heartland · 1 week ago
Customer Success Manager
Oklahoma City, Oklahoma, USA
Full-time
Onsite
Mid LevelGlobal Payments is a leading provider of payment solutions, helping millions of people move money between buyers and sellers. The Customer Success Manager role focuses on cultivating and retaining client relationships to reduce attrition and ensure profitability within a defined portfolio.
Credit CardsPaymentsTransaction Processing
Responsibilities
Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
Collaborate with strategic partners to identify at-risk accounts and execute mutually-agreeable strategies to retain/grow relationships
Responsible for achieving set retention metrics ensuring the profitability of accounts within the defined portfolio
Interprets competitor statements/quotes and performs rate analysis. Negotiates directly with clients using consultative conversation to retain account and maximize revenue potential
Responds quickly and effectively to all requests for account review, rate analysis, product information, account terminations, reimbursements, etc. whether from internal or external customers
Stays current on Global Payments POS products, services and important industry changes in order to assign appropriate solutions to client requests
Identifies product offerings for existing clients
Places proactive outreach to newly assigned accounts to establish a relationship
Answers inbound calls from customers and resolves inquiry
Manages and resolves client complaints, providing excellent service and follow-up
Ensures alignment with sales or service teams to ensure customer satisfaction
Identifies triggers for attrition and can represent the current status of attrition in the defined portfolio to leadership. Recommends solutions to clients, teammates and leadership
Maintains compliance standards for Salesforce records and detailed documentation of client status and interactions
Display a commitment to receive necessary coaching for continuous improvement and team development
Qualification
Required
Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs
Collaborate with strategic partners to identify at-risk accounts and execute mutually-agreeable strategies to retain/grow relationships
Responsible for achieving set retention metrics ensuring the profitability of accounts within the defined portfolio
Interprets competitor statements/quotes and performs rate analysis. Negotiates directly with clients using consultative conversation to retain account and maximize revenue potential
Responds quickly and effectively to all requests for account review, rate analysis, product information, account terminations, reimbursements, etc. whether from internal or external customers
Stays current on Global Payments POS products, services and important industry changes in order to assign appropriate solutions to client requests
Identifies product offerings for existing clients
Places proactive outreach to newly assigned accounts to establish a relationship
Answers inbound calls from customers and resolves inquiry
Manages and resolves client complaints, providing excellent service and follow-up
Ensures alignment with sales or service teams to ensure customer satisfaction
Identifies triggers for attrition and can represent the current status of attrition in the defined portfolio to leadership. Recommends solutions to clients, teammates and leadership
Maintains compliance standards for Salesforce records and detailed documentation of client status and interactions
Display a commitment to receive necessary coaching for continuous improvement and team development
Company
Heartland
Heartland is a fintech company offering payment processing services and point of sale systems for businesses and educational institutions.
Founded in 1997
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2025-05-28Acquired
Leadership Team
Asif Bhagat, PharmD
ISO Partner
Becky Chapin
Client Partner
Recent News
2025-06-05
Payments Dive
2025-05-28
2024-06-01
Company data provided by crunchbase