Merchant Success Manager, Momnt
More information about location
Lending solutions for businesses
Be an early applicant
Lending solutions for businesses
21-100 employees
Be an early applicant
More information about location
21-100 employees
Company mission
To merge the art of technology with the science of finance to create the best consumer experience possible.
Role
Who you are
- This role is ideal for someone who enjoys building meaningful relationships, solving problems, and ensuring users feel confident and supported. This position does not include direct people management. The role is primarily responsible for account management
- A relationship-builder with strong communication skills, professionalism, and empathy
- 1–3 years of experience in customer success, account management, retail banking
- Confident with phone-based outreach and managing a high volume of contacts
- Proficient in written communication and documentation
- Comfortable presenting and leading conversations via phone or virtual meetings
- Adaptable, solution-oriented, and energized by a fast-paced, collaborative environment
- Familiar with CRM systems (preferably HubSpot) and modern productivity tools
What the job involves
- Momnt is looking for a Merchant Success Manager (MSM) to join our team and play a key role in supporting and strengthening relationships within our growing nationwide merchant network
- In this client-facing role, you’ll serve as a trusted partner for a portfolio of merchants—helping them navigate and make the most of our platform to meet their goals, ensuring they are fully engaged with our platform, empowered to succeed, and maximizing their potential revenue through the Momnt ecosystem
- We’re building something special: a best-in-class platform for point-of-need lending, backed by a culture that values growth, ownership, and collaboration
- As an MSM, you’ll be at the heart of that mission—turning merchant relationships into long-term success stories by driving adoption, delivering training, providing support, retaining merchants and helping our partners thrive
- This team works in shifts; the shift we are hiring is from 8AM - 5PM MST
- Serve as a trusted advisor to your assigned book of merchants, delivering proactive support and personalized guidance
- Responsible for nurturing and retaining a book of business and growing revenue within that book by identifying and overcoming merchant objections of offering our financing to consumers
- Conduct onboarding and training sessions to set new merchants up for success, plus ongoing education based on performance insights
- Actively engage merchants to increase platform usage, uncover upsell opportunities, and identify areas for growth
- Handle inbound and outbound communication via phone and email—resolving issues, answering questions, and building relationships
- Become an expert in Momnt’s products and services so you can recommend the best-fit solutions to each merchant
- Capture and relay valuable merchant feedback to internal teams to help shape product development and improve our offering
- Collaborate closely with Sales to pass along referral opportunities or expansion leads
- Log and maintain detailed notes in HubSpot to ensure accurate tracking and historical reference
- Test and iterate on outreach strategies (A/B testing, engagement campaigns) to continuously improve success metrics
- Provide first-line troubleshooting and escalate issues to appropriate teams as needed
- Contribute to special projects and team initiatives as required
Our take
Say you’re working on a project. Your client’s needs are more complex than originally thought, and they’ll need a small loan to cover additional costs. This is where the project becomes logistically much more complex, with disparate parties entering the process. This is what Momnt aims to streamline, connecting merchants and lenders in one handy, straight-to-the-client platform.
Its services are sold on their ease of use, primarily that all parties involved in the leading are connected at the point of need. But as well as this, its lending platform is automated end-to-end and allows the client to shop for real-time loan options without affecting their credit score.
Though a number of companies offer financial and loan platforms, Momnt stands out in the market for being a ‘point of need’ financial platform. It’s used recent funding to open a new arm of the company focussing on point of need lending services specifically within healthcare.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Company benefits
- Flexible Time Off: We offer a generous vacation policy and parental leave, but ultimately we want our employees to take the time they need for the things that matter most.
- Medical, Dental, Vision: We are committed to providing you with outstanding benefits that allows you peace of mind when considering your family's health.
- Remote-Friendly: Our headquarters are in Atlanta, but we invite you to work from wherever you feel most productive
Company HQ
Peachtree Center, Atlanta, GA
Leadership
Barclay Keith
(CEO)Formerly Director of Analytics at GreenSky, Director of BD at GUHDO and Director of Heard Capital. They also worked in Financial Analytics at Bloomberg.
Brian Lanehart
(President & CTO)Previously CTO of Virtual Learning Technologies, 3DH and Applied Technology Partners (they were also Co-founder here), and Client Director of CTS. They were also President and Co-founder of Lanehart Consulting and Director of Product at GreenSky.
Lena McDearmid
(COO)Former Senior Credit Manager at Well Fargo Financial, Senior Credit Analyst at CarMax and Director of Product Management at GreenSky.
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