Jonas Software

Compensation

Full Description

Job Description: • Serve as the primary relationship owner for a defined portfolio of active merchants, ensuring retention, satisfaction, and portfolio health. • Conduct regular account reviews and proactive outreach to identify opportunities for improvement, engagement, or revenue expansion. • Analyze portfolio performance and merchant trends to anticipate risk, identify churn indicators, and collaborate with internal teams to address issues early. • Guide merchants through best practices for software adoption, payment processing optimization, and feature utilization to improve business outcomes. • Collaborate closely with Sales, Partner Services, and Support to deliver a seamless customer experience from activation through long-term growth. • Maintain accurate account records and activity tracking in Salesforce and related systems. • Represent the voice of the customer in cross-functional discussions, sharing insights that help improve product experience and retention outcomes. • Occasionally attend industry trade shows, user events, or customer webinars as needed to deepen market understanding and strengthen relationships. Requirements: • 2+ years of experience in SaaS, Customer Success, Account Management, or a similar customer-facing role. • Experience in the food, beverage, or restaurant industry and/or payments or embedded finance is a significant asset. • Strong analytical and relationship management skills with a proactive, problem-solving mindset. • Proficient with Salesforce, Google Workspace, and Microsoft Office Suite. • Excellent written and verbal communication skills, with the ability to adapt to varied audiences from small business owners to multi-location operators. • Self-motivated, organized, and able to manage multiple priorities in a remote environment. Benefits: • Includes quarterly performance-based incentives tied to portfolio retention and revenue health.