About Revaly
Revaly is the essential infrastructure for payments, protecting revenue, relationships, and the integrity of digital commerce. We make sure what you earn, you keep.

Our platform helps performance-driven businesses unlock hidden growth by turning failed or at-risk payments into approved revenue. We connect merchants and issuers in real time, using intelligence drawn from across the payment ecosystem to make approvals work smarter.

Now, we’re scaling and we’re looking for a Client Success Team Lead

About the Role
As Client Success Team Lead you’ll serve as the strategic partner for our enterprise, white-glove clients while acting as a go-to resource for our Client Success Managers. Your focus: owning high-value relationships, protecting and growing revenue, and elevating how we deliver value across the entire client lifecycle.

What You’ll Be Doing

• Act as the primary Client Success lead for our enterprise and white-glove accounts, building trusted, executive-level relationships.
• Act as a mentor and sounding board for Client Success Managers; sharing playbooks, supporting escalations, and raising the bar on execution.
• Regularly coach, train and upskill Client Success Managers through call reviews and real time coaching discussions.
• Understand each client’s business model, payment flows, and growth goals and align Revaly’s platform to drive measurable revenue impact.
• Own client retention and influence growth of client lifetime value through proactive value realization, expansion conversations, and strategic account planning.
• Proactively highlight Revaly’s impact using data, insights, and performance reporting that clearly connects approvals to revenue outcomes.
• Understand clients’ needs and wants and partner closely with Product Development to ensure we respond quickly and effectively.
• Prioritize and funnel structured client feedback to Product Management to optimize the user experience and influence roadmap decisions.
• Manage internal and external stakeholders, ensuring alignment across Sales, Product, Support, and Leadership.
• Support the Revaly Sales Team in technical and business operational requirements for new prospective customers, especially at the enterprise level.
• Educate and support clients on best practices and the use and benefit of our products and services, ensuring strong onboarding and adoption.
• Develop Client Success assets and methods, partnering with Marketing to create or refine onboarding and enablement materials.
• Drive client advocacy through references, case studies, and referrals.
• Collaborate closely with the Client Support Management team to deliver a seamless, integrated client experience.

What You Bring

• 5+ years in Client Success, Account Management, or similar client-facing roles, with 1+ years leading or mentoring high-performing team members.
• Proven track record of owning enterprise accounts and driving measurable retention and expansion results.
• Deep understanding of how to translate product performance metrics (approval rates, recovery rates, churn impact) into executive-level business outcomes.
• Strong analytical skills with hands-on experience using CRM and Client Success platforms (e.g., Salesforce, PlanHat, or similar), building dashboards, and tracking health scores.
• Experience designing or improving Client Success processes, playbooks, onboarding frameworks, and reporting systems to support scale.
• Executive-level communication skills and the ability to influence cross-functional partners.
• Demonstrated ability to manage escalations, de-risk accounts, and build structured account plans that drive measurable growth.
• A calm, confident communicator who thrives in fast-moving, high-accountability environments.
• Experience in fintech, payments, SaaS, or other high-growth technology environments; exposure to payments, merchant acquiring, subscription billing, or authorization optimization is a strong plus.
• Familiarity with AI-powered productivity tools.
• Ability to travel occasionally within Canada and the US (up to once per month) and work standard Eastern business hours.

What Success Looks Like

• Within 6 months, you’ve built strong executive relationships across your enterprise accounts and established clear success plans tied to measurable revenue impact.
• Within 9 months, you’ve meaningfully improved retention and expansion across your portfolio, contributing directly to increased client lifetime value.
• You’ve helped implement scalable Client Success playbooks and assets that improve onboarding, adoption, and renewal outcomes across the team.
• Enterprise clients view you as a strategic advisor, not just a vendor, and actively advocate for Revaly through references and case studies.

Why Revaly
We’re a growing global company committed to building a team filled with diverse cultures, viewpoints, and experiences. As they say, variety is the spice of life. No matter how large we become, we will always be connected through our shared sense of community and slightly quirky personalities.

Our vibrant culture is filled with talented, creative, deeply curious, high achievers. We believe in and invest in our people because we know they are the secret to our success. We are happy to extend the following benefits to our employees:

• Unlimited paid time off
• 100% remote work
• Flexible hours
• Comprehensive health benefits package effective from day one

What to Expect from the Hiring Process
We believe hiring should feel like a conversation, not a test. Here’s what you can expect if you apply:

Step 1 — Conversation with People & Culture (30 minutes)
If your experience looks like a fit, you’ll meet with our Head of People & Culture for a video chat. It’s a two-way conversation, we’ll learn about your background, skills, and what energizes you, and you’ll have space to ask about Revaly, our mission, and what it’s like to work here. It’s also a chance to make sure the vibes are right on both sides.

Step 2 — Conversation with the Hiring Manager (60 minutes)
Next, you’ll meet with the hiring manager for a deeper dive into your role-specific experience. We’ll talk through real scenarios, how you approach challenges, and what success looks like in this role. You’ll also get a clearer picture of the team’s goals and priorities.

Step 3 — Meet a Future Teammate (60 minutes)
In this stage, you’ll meet with someone from the team you’ll work closely with. This is your chance to get an on-the-ground perspective, how the team collaborates, what day-to-day looks like, and the kind of people you’ll be building alongside.

Step 4 — 90 Day Ramp Up Presentation (30 minutes)
In this final stage, we ask candidates to prepare and present a 90 day ramp up plan to the hiring manager. This is an opportunity for candidates to outline how they would approach their first 3 months in the role, what they’d aim to learn, prioritize, and accomplish. This is a chance to show your understanding of the role, the company, and the environment we’re operating in, while giving the hiring manager a glimpse into how you think, structure your approach to learning and communicate your ideas.
We hire for both skill and fit, looking for people who are not just aligned with our values, but who will add to our culture with their ideas, energy, and perspective.
If you’ve applied for a role in Technology or Product Development, you can also expect a skill-based assessment between step 3 and 4, to help us assess some key role based requirements.

Revaly is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or any other characteristic protected by law. Accommodation is available upon request for applicants with disabilities.