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Payments Success Specialist - Expansion

The Payment Success Specialist – Expansion plays a pivotal role within the Weave Payments business, directly supporting the company’s growth through proactive outreach to underutilized or low-volume customers. This role is part of the Payments Success team, focused on the Outreach pillar, and is responsible for driving meaningful payment adoption and increasing processing volume across Weave’s existing customer base.

As an Expansion Specialist, you will engage customers who are actively processing but not at optimal volume, and guide them toward deeper adoption of Weave Payments. You’ll work across key strategic outreach efforts, including cold calling, consultative education, and special projects that align with business goals.

This role collaborates closely with Activation, Retention, Sales, and Product teams to reinforce Weave’s 2025 company pillar for Payments.

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

  • Reports to: Payments Leadership Team

What You Will Own

  • Customer Outreach:
    Proactively identify and call customers who are processing below expected thresholds. Cold calling will be a regular and necessary part of this role.

  • Consultative Engagement:
    Provide guidance, insights, and recommendations to help customers optimize payment workflows and increase volume.

  • Volume Acceleration:
    Monitor and influence customer behavior to drive meaningful increases in payment processing through education, workflow consultation, and value reinforcement.

  • Data Tracking & Reporting:
    Maintain outreach cadences, track performance outcomes, and report on key trends and metrics related to expansion efforts.

  • Cross-Pillar Support:
    As needed and based on team capacity, support Activation and Retention initiatives.

  • Expanding Partnerships & working directly with Key Opinion Leaders:
    Expanding strategic partnerships, including direct engagement with Key Opinion Leaders (KOLs) and Patterson network, to drive adoption, influence market presence, and strengthen customer alignment with Weave Payments.

  • Special Projects:
    Participate in time-sensitive or strategic initiatives where customer outreach is required to support broader Payments goals.

What You Will Need to Accomplish the Job

  • Experience in Sales Development, Customer Success, or similar high-energy, outbound-focused roles

  • Strong communication skills with the ability to clearly explain complex concepts

  • Experience initiating conversations through cold calling and handling rejection professionally

  • Ability to work independently with minimal oversight while also collaborating effectively across teams

  • Familiarity with tracking outcomes, following defined outreach processes, and using Salesforce or other CRM tools

  • Problem-solving mindset with attention to detail and process consistency

  • Comfortable working in a fast-paced, evolving environment

What Will Make Us Love You

  • Payments industry experience or knowledge of processing flows and customer behavior

  • Experience with Stripe or similar payment platforms is a plus

  • Ability to influence customer behavior through value-based selling

  • Background in working cross-functionally with Support, Product, and Sales

  • You embody Weave’s Core Values:

    • Customer is Everything

    • Stay Hungry

    • Do the Right Thing

    • Think Creatively

    • Care More

About the team:

The Payments Success team drives value across three core pillars:

  • Activations – Onboarding new customers to Weave Payments

  • Retention – Managing top accounts to mitigate churn

  • Expansion – Helping active customers grow their processing volume

This role is primarily aligned with Expansion and is critical in reinforcing the overall growth and health of Weave’s Payments portfolio.

Weave is an equal opportunity employer that is committed to fostering an inclusive workplace where all individuals are valued and supported. 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.

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Average salary estimate

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What You Should Know About Payments Success Specialist - Expansion, Weave

Weave is on the hunt for a Payments Success Specialist – Expansion to join our vibrant team in Lehi! As a vital member of the Payments Success family, you will catalyze our growth by engaging with customers who might not be fully utilizing our exceptional payment services. Think of this role as a guide to help these clients boost their payment processing volume by actively reaching out through various strategies like cold calling and consultative education. Your day will be filled with dynamic interactions, where you'll provide tailored insights and recommendations that empower customers to enhance their payment workflows. You will monitor customer behaviors through data tracking to strategically influence their usage patterns and reinforce the undeniable value of Weave Payments. This is not just another sales role; it’s about creating real relationships and understanding the customers' needs deeply. You’ll collaborate with other teams, including Activation and Retention, and you might even get involved in exciting special projects that tie directly into our ambitious 2025 growth strategy! We are committed to creating a supportive work environment that welcomes diverse perspectives, and we believe in rewarding dedication and creativity. If you thrive in a fast-paced environment, have a knack for communication, and are eager to make a difference, we’d love to hear from you!

Frequently Asked Questions (FAQs) for Payments Success Specialist - Expansion Role at Weave
What responsibilities does a Payments Success Specialist - Expansion have at Weave?

As a Payments Success Specialist - Expansion at Weave, your primary responsibilities will include proactively reaching out to clients who are processing below optimal levels, enhancing customer engagement through consultative support, and driving payment volume increases. You will be involved in data tracking and reporting to ensure that outreach efforts are effective, while also collaborating with other departments to support holistic growth strategies.

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What qualifications are needed for the Payments Success Specialist - Expansion position at Weave?

To succeed as a Payments Success Specialist - Expansion at Weave, candidates should have experience in Sales Development, Customer Success, or similar roles. Strong communication skills are essential, especially for cold calling. Familiarity with CRM tools like Salesforce, a problem-solving mindset, and the ability to thrive in a fast-paced environment are also crucial for this role.

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How does the Payments Success Specialist - Expansion contribute to Weave's growth?

The Payments Success Specialist - Expansion plays a critical role in Weave's growth by directly influencing customer behaviors and optimizing payment workflows. Through strategic outreach and consultative support, you'll help increase processing volumes, which is vital for the overall health of Weave’s Payments portfolio and aligns with the company’s long-term growth objectives.

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What company values should a Payments Success Specialist - Expansion embody at Weave?

At Weave, a Payments Success Specialist - Expansion should embody values such as putting the customer first, maintaining a strong work ethic, making ethical decisions, thinking creatively, and caring for team members. These core values are essential to fostering a positive team environment and driving success together.

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What kind of work environment can a Payments Success Specialist - Expansion expect at Weave?

A Payments Success Specialist - Expansion at Weave can expect a hybrid work environment with three in-office days per week. We aim to foster an inclusive workplace where collaboration, creativity, and a hunger for problem-solving are celebrated, ensuring that everyone feels valued and supported.

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Common Interview Questions for Payments Success Specialist - Expansion
How do you approach cold calling as a Payments Success Specialist?

In cold calling, I recommend preparing by researching your clients beforehand, tailoring the conversation to their potential needs, and viewing rejections as learning opportunities. It's about building rapport rather than just making a sale; therefore, emphasizing your genuine interest in helping them solve their challenges can set a positive tone.

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Can you explain a time when you successfully increased a client's engagement?

Sharing specifics is key. Discuss how you identified underutilized services and proposed effective solutions that resonated with the client. Highlight the outcome of your engagement, focusing on measurable results, such as increased transaction volume or improved customer satisfaction, to showcase the value of your consultative approach.

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What strategies would you use to drive volume acceleration in payment processing?

I would utilize data analytics to track customer behaviors, identify patterns, and create targeted outreach campaigns that educate clients on optimizing their payment workflows. By demonstrating the ROI of increased processing volume with concrete examples, I could effectively encourage deeper engagement with our services.

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How do you plan to stay organized while managing multiple outreach initiatives?

I believe in using robust CRM tools to track interactions and outcomes meticulously. Prioritizing tasks based on urgency and impact plays a significant role in my organization strategy. Maintaining regular performance reviews can also help keep initiatives aligned with targets.

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Describe your experience with cross-functional collaboration.

In my previous roles, I regularly collaborated with sales, product, and support teams to ensure customer needs were met holistically. I find that open communication and shared goals drive effective teamwork, resulting in better customer experiences and improved service delivery.

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How do you handle rejection in sales?

Handling rejection is all about perspective. I see it as a chance to learn and improve. I always ask for feedback when possible, adjusting my approach to better align with client needs. It’s essential to remain positive and view each situation as a stepping stone to success.

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What is your understanding of value-based selling?

Value-based selling involves understanding the customer's unique needs and illustrating how your services can solve their specific problems. It relies on building relationships and trust, rather than just pitching products, making the client feel seen and understood.

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Why do you want to work as a Payments Success Specialist at Weave?

I am drawn to Weave’s commitment to customer success and innovation in the payments space. The opportunity to influence client experiences positively and directly contribute to the company’s growth aligns perfectly with my professional values and ambitions.

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Can you give an example of how you’ve used data to drive decision-making?

In previous positions, I utilized data analytics to identify trends and behaviors in client engagement, allowing me to tailor outreach strategies effectively. By analyzing key metrics, I formulated action plans that resulted in increased customer satisfaction and business growth.

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What do you think is the most critical skill for a Payments Success Specialist?

I believe strong communication skills are paramount for a Payments Success Specialist. The ability to explain complex payment processes in a relatable manner fosters trust and understanding, ultimately leading to stronger customer relationships and more successful outcomes.

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DATE POSTED
April 17, 2025

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