Payments Success Specialist - Activation

Payment Success Specialists (Activation) are the first point of contact for Weave customers after they sign up for Payments, ensuring they receive a world-class, white-glove onboarding experience. Our goal is to get customers Activated quickly—defined as completing at least three transactions with unique customers—and set them up for long-term success as Meaningful Volume Customers (MVC).

As a Payment Success Specialist, you will be responsible for guiding new Payments customers through the activation process, ensuring their hardware and software setup is seamless, training is comprehensive, and initial transactions are completed efficiently. You will provide personalized, hands-on support to ensure customers integrate Payments into their daily workflow, process transactions smoothly, and continue using Weave Payments as a core part of their business.

• This position will be hybrid with 3 in-office days per week

• Reports to: Manager of Payment Success

What You Will Own

Customer Activation & Training:

• Conduct Payment Success Introduction + Training Calls to ensure customers are ready to process transactions.

• Confirm the successful setup of Weave terminals.

• Ensure test transactions for terminals and Text-to-Pay are completed.

• Provide comprehensive training on Weave Payments tools, workflows, and best practices.

• Set clear expectations for activation, usage, and continued engagement.

• Guide customers to complete three transactions with unique customers to be considered Activated.

Follow-Up Engagement & Relationship Building:

• Conduct follow-up engagement conversations with each office to ensure they are meeting and exceeding success metrics.

• Provide ongoing support and guidance to ensure customers continue using Weave Payments effectively and integrate it seamlessly into their daily workflow.

• Address any barriers to continued usage and offer strategic recommendations to help customers maximize their payment processing potential.

Post-Activation Monitoring & Growth:

• Monitor  customer processing volume for six months post-activation.

• Ensure customers reach the $5,000 monthly processing milestone to be considered a Meaningful Volume Customer (MVC).

What You Will Need to Accomplish the Job

• Exceptional customer service skills – ability to deliver a high-touch, white-glove customer experience.

• Strong problem-solving skills – proactively identify and address activation barriers. 

• Resilient and gritty – approaches challenges with persistence, problem-solving, and a proactive mindset to drive success.

• High attention to detail – ensure every activation step is completed accurately and documented.

• Self-motivated and results-driven – ability to meet and exceed activation and transaction volume goals.

• Collaborative mindset – ability to work closely with other Payments teams, Sales, and Support to drive customer success.

• Adaptability – comfortable working in a fast-paced and evolving environment.

What Will Make Us Love You

• Background in Payments or FinTech – experience with payment processing, industry standards, and best practices.

• Customer success, sales, or onboarding experience – proven ability to engage customers and drive activation.

• Experience working with Stripe’s payments platform is a plus.

• Track record of meeting or exceeding performance targets with a results-driven mindset.

• Highly adaptable and self-motivated – thrives in a fast-paced, evolving environment with the ability to pivot, as needed.

• Strong attention to detail – ensures accuracy in process execution and customer interactions.

• Exceptional emotional intelligence and soft skills – builds rapport, understands customer needs, and communicates effectively.

• Alignment with Weave’s Core Values: Customer is Everything, Stay Hungry, Do the Right Thing, Think Creatively, and Care More

Weave is an equal opportunity employer that is committed to diversity and inclusion. We welcome anyone who is hungry to learn, problem-solve and progress regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other applicable legally protected characteristics. If you have a disability or special need that requires accommodation, please let us know.

All official correspondence will occur through Weave branded email. We will never ask you to share bank account information, cash a check from us, or purchase software or equipment as part of your interview or hiring process.