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
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.
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
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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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!
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