EverCommerce - Payments Operations Manager (Denver/Remote, Colorado)

EverCommerce (Nasdaq: EVCM) is a leading service commerce platform, providing vertically-tailored, integrated SaaS solutions that help more than 690,000 global service-based businesses accelerate growth, streamline operations, and increase retention. Its modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals. With its EverPro, EverHealth, and EverWell brands specializing in Home, Health, and Wellness service industries, EverCommerce provides end-to-end business management software, embedded payment acceptance, marketing technology, and customer experience applications. Learn more at EverCommerce.com.

We are building an extraordinary company and looking for talented, energetic, and motivated people to join our team. You can learn more about our Company, Culture and Values here: https://www.evercommerce.com/about-us/careers/

Your Primary Objective 

To optimize, measure, and refine our sales, customer onboarding, and customer success processes, ensuring that our systems, teams, and workflows drive maximum efficiency, improve conversion rates, and increase customer satisfaction. 

Summary of Responsibilities 

• Sales Process Optimization – Track and refine the entire sales funnel, ensuring smooth lead progression, conversion efficiency, and optimal resource allocation. 

• Customer Onboarding Tracking & Enhancement – Ensure seamless handoff from sales to onboarding, monitor activation rates, and identify bottlenecks in the customer setup process. 

• Customer Success Process Optimization – Work closely with account managers and customer success teams to measure engagement, retention, and expansion motions. 

• Cross-Functional Coordination – Collaborate with sales, marketing, data teams, product, and customer success teams to ensure streamlined and transparent processes. 

• Sales & Success Data Analytics – Build reports and dashboards that provide visibility into key sales, onboarding, and customer retention metrics. 

• Process Automation & System Efficiency – Identify gaps in existing workflows, improve automation where possible, and ensure CRM and reporting tools are optimized. 

• Performance Measurement – Track efficacy of all sales, onboarding, and customer success motions and drive insights that lead to continuous improvements. 

• Playbook Development – Standardize and document best practices for sales and customer success operations to drive consistency and efficiency. 

• Forecasting & Capacity Planning – Work with leadership to ensure accurate sales and customer success forecasting based on historical data and performance trends. 

Experience & Skills 

• 5+ years of experience in the payments industry, preferably in a payment operations role. 

• Deep experience with CRM systems (Salesforce preferred) and sales enablement tools. 

• Strong ability to analyze and interpret data, track KPIs, and translate insights into process improvements. 

• Exceptional project management skills—able to track multiple workflows, initiatives, and stakeholders simultaneously. 

• Experience in sales funnel management, customer onboarding tracking, and success/retention optimization. 

• Ability to work cross-functionally and drive alignment across multiple departments. 

• Comfortably working with d