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.