We are obsessed with the hero's journey at JobNimbus. Every person has a hero's journey. Hermione Granger, James T. Kirk, Frodo Baggins, Anna & Elsa, Nacho Libre, and even YOU! This is our “call to adventure” to come check out JobNimbus. What do you have to lose? You might make a few new friends, learn about a sick new company doing some amazing things, and maybe you’ll even land a new job!
Mission:
Turn newly approved logos into confident, active, and thriving processors. You're the trusted guide who takes a customer from "just approved" to fully adopted-and keeps them there. By combining proactive adoption coaching with responsive, consultative support, you'll directly drive Payments revenue growth and customer retention for JobNimbus. You're not just running onboarding sessions; you're building the kind of expertise and relationships that make the whole FinTech operation run better.
What You'll Be Doing:
- Deliver structured 45-minute Payments onboarding sessions to newly approved logos, guiding them through the process and leaving every customer confident and ready to process
- Drive net activation and adoption movement-moving logos from low-usage or ramping status all the way to fully adopted, week over week
- Identify and proactively engage non-processing and low-usage logos; document their objections and surface patterns to leadership so the product and CS teams can actually fix the root causes
- Partner closely with Customer Account Executives (CAEs) on reactive product guidance, troubleshooting, and logo-specific questions-becoming the Payments expert your CAE partners rely on
- Send thorough post-session follow-ups with resources, submit required tickets, and schedule additional sessions as needed so nothing falls through the cracks
- Log structured non-usage reasons weekly and collaborate cross-functionally with FTOps, TAMs, and CAEs to ensure a seamless logo experience from approval through onboarding and beyond
What Makes You the Hero for This Job:
- 2+ years of experience in SaaS customer success, sales, or payments/FinTech-you've worked in a metric-driven environment and know how to own a book of business
- Comfortable leading live Zoom walkthroughs and training sessions; you can communicate product value in plain language tied directly to customer pain points
- Strong written and verbal communication skills; able to adjust your approach for contractors and business owners across varying financial and technical literacy levels
- A natural at cross-functional collaboration-you know how to work with CAEs, Support, Product, and other TSMs to get the right outcome for the customer
- Detail-oriented with strong data hygiene habits; you log activity accurately, keep records clean, and treat your pipeline like it matters-because it does
- Hands-on experience with JobNimbus or similar field service platforms is a plus, not a requirement
Superpowers:
- Extreme Ownership. You know your numbers, figure things out, and move fast. If a logo falls through the cracks, it doesn't stay that way. You hit your weekly KPI targets without being chased, self-correct before check-ins, and take the first step on every post-session follow-up. No hand-holding required.
- Customer Obsessed. Every decision you make runs through one question: does this help the logo succeed? You prepare for every session by reviewing account history, follow up within 24 hours, and collect non-usage feedback not just to log it-but to actually fix the problem.
- Proactive Learning. You treat every SOP, customer objection, and product update as a learning opportunity. You don't wait to be trained-you dig in, ask questions, and build expertise fast. You stay current on Payments features and bring new insights back to the team.
- Team Commitment. You show up fully for teammates and CAE partners. You take the reactive call, own the handoff, and contribute to team wins without keeping score. You do what's right for the team even when it's inconvenient.
- Self Awareness. You know your strengths, blind spots, and impact on others. You receive feedback with curiosity, not defensiveness, and you flag when you need support before it becomes an issue — for you or for your logos.
Mentor (Hit us up to get more information)
Matt Nelson - Specialist in hiring amazing people, lover of music, Connect Four, ping pong, tennis, pickleball, photography and recruiting.
Skills Required
- 2+ years of experience in SaaS customer success, sales, or payments/FinTech
- Experience working in a metric-driven environment and owning a book of business
- Comfortable leading live Zoom walkthroughs and training sessions
- Strong written and verbal communication skills
- Ability to adjust communication for customers with varying financial and technical literacy
- Proven cross-functional collaboration with CAEs, Support, Product, and TSMs
- Detail-oriented with strong data hygiene and accurate activity logging
- Hands-on experience with JobNimbus or similar field service platforms
What We Do
JobNimbus is an all-in-one hub for your business. With JobNimbus, you can track sales, jobs, and tasks from a single, simplified interface. Because JobNimbus is mobile, you can access your information wherever you are, get everyone on the same page, and grow your business. With a proven design and state-of-the-art technology, JobNimbus is built to be the simplest and fastest of its kind.
