Versapay · 9 hours ago
Customer Success Operations Manager
United States
Full-time
Remote
Mid, Senior Level
$110K/yr - $130K/yr
5+ years expVersapay is a company that automates accounts receivable to enhance cash flow and business growth. As a Customer Success Operations Manager, you will collaborate with various teams to create scalable processes aimed at customer adoption and growth, while overseeing key operations and driving strategic initiatives.
Enterprise SoftwareFinancial ServicesFinTechPaymentsSaaSSoftwareTransaction Processing
Responsibilities
Partner with Sales and Customer Success teams on bookings, plan modeling, including target setting, and capacity modeling
Facilitate quota allocation and support compensation planning and attainment analysis
Support annual goals and key strategic initiatives by working on goal design, reporting, inspection, and insights
Own the optimization of customer-related processes to ensure high levels of client satisfaction, retention, and upsell opportunities
Lead high-impact projects aimed at improving team efficiency, customer experience, and retention. This may include product launches, process improvements, and systems integrations
Manage, integrate, and champion core Customer Success tools, including the design and deployment of third-party systems, and the ongoing optimization of AI/automation agents
Drive core operating rhythms, including weekly forecasting and booking updates, pipeline reviews, and monthly/quarterly business reviews
Refine data models and processes to improve forecasting accuracy and predictability
Enforce stage definitions, rules of engagement, and data standards in our CRM
Oversees quote-to-close processes for renewals and expansion opportunities
Leverage analytics to measure customer success KPIs, identify trends, and guide the team toward achieving operational targets
Build and maintain strategic dashboards, KPI scorecards, and performance metrics to inform decisions across Sales, Customer Success, and Marketing leadership
Deliver insights suitable for executive presentations, including quarterly business reviews (QBRs), board presentations, and recurring business reviews
Partner with the Analytics team to maintain data accuracy, ensure consistency, and optimize self-service reporting
Drive alignment among leadership stakeholders to support seamless GTM execution
Continuously streamline and improve best practices, including processes, policies, and tools
Support the selection, integration, and optimization of the Sales Tech Stack (e.g., SalesLoft, ZoomInfo), with a strong focus on leveraging AI-powered platforms to enhance productivity and insights
Qualification
Required
Bachelor's degree in Business Administration, Economics, Finance, or related field
5+ years of experience in revenue operations, sales operations, sales strategy, business operations, or similar; preferably at a Fintech or SaaS company
Strategic thinking: Applies an outcomes focused mind set to determine marketing effectiveness and ROI of customer engagement efforts. Sees beyond the day-to-day grind to help reach marketing and sales goals
Follow through: Thrives in a fast-scaling, high-growth environment where accuracy, trust, and speed coexist. Can work independently to bring all assigned work to completion with speed and accuracy
Collaboration: Assertive with humility—able to lead change in a positive way. Excellent communicator who can bridge Finance rigor and GTM clarity
Data fluency: Strong modeling skills in Excel and comfort with a leading BI/Dashboarding platform (e.g. we use Tableau). You like working with data and insights, able to synthesize data and make recommendations. Trusted to manage sensitive compensation data with precision
Platform/tools expertise: Extensive experience with Salesforce and other GTM systems, such as ZoomInfo, Salesloft, Gong, HubSpot, and Calendly
Company
Versapay
Versapay is a Fintech company offering an accounts receivable efficiency suite that simplifies the invoice-to-cash process.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$33.95MKey Investors
National Bank of Canada
2019-12-13Acquired
2019-11-05Post Ipo Debt· $4M
2018-09-26Post Ipo Equity· $7.06M
Leadership Team
Carey OConnor Kolaja
Chief Executive Officer, Board Member
Ed Neumann
Chief Financial Officer
Recent News
Payments Dive
2025-09-10
Bank Innovation
2025-07-16
2025-07-11
Company data provided by crunchbase