Position: Client Success Specialist
Location: Jacksonville, FL (hybrid) | Full-time | Monday–Friday
Build strong client relationships. Drive adoption. Deliver results.
At PaymentVision, a division of Autoscribe, we don’t just serve clients—we partner with them. As a Client Success Specialist, you’ll be the face of our brand, responsible for building long-term client relationships, driving adoption of our products and services, and ensuring client satisfaction and retention. You’ll work cross-functionally with teams across the organization—support, product, sales, and implementation—to deliver a seamless client experience.
This is an ideal role for someone who thrives in a collaborative environment, understands the importance of customer advocacy, and is excited to help clients succeed through strategic guidance and thoughtful engagement.
What You’ll Do:
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Own and manage a book of business, fostering trusted relationships with key client stakeholders.
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Lead Quarterly Business Reviews (QBRs) to discuss trends, product updates, and opportunities.
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Be the voice of the client—share feedback with internal teams and advocate for enhancements that align with client goals.
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Drive product adoption and increase usage through proactive outreach and strategic planning.
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Educate clients on new features and cross-sell additional PaymentVision solutions where beneficial.
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Ensure smooth post-sale onboarding, implementation, and ongoing support in partnership with internal teams.
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Understand each client’s business needs, identify potential challenges, and help prevent issues before they arise.
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Serve as the go-to contact for invoicing questions and assist with account-level escalations.
What You Bring:
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Associate’s degree in Business or a related field.
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2+ years in a client support or customer success role—experience in fintech or financial services is a strong plus.
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Strong communication and relationship-building skills with a client-first mindset.
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Proficiency in Microsoft Office Suite.
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Experience using Salesforce or similar CRM tools.
Why Join Us?
PaymentVision is a trusted leader in payment processing, and we’re passionate about helping our clients grow. If you're looking for a role where you can truly make an impact, collaborate across teams, and help shape the client experience—we’d love to hear from you.
Top Skills
What We Do
Autoscribe Corporation is a leading financial services company and payment processor. With more than two decades of innovation and leadership in the financial technology industry, Autoscribe offers a full suite of tools through PaymentVision and Lyons Commercial Data to help their customers grow their business, simplify payment processing, mitigate risk, and ensure compliance. Recently named to the Inc. 5000 as one of the fastest growing private companies in the nation, Autoscribe has thousands of customers and processes more than $1 billion in transactions annually.
Our mission is simple: to build lasting relationships through trust while providing customized, compliant, and secure financial technology solutions.
About PaymentVision
PaymentVision is a biller-direct, PCI-certified, electronic payment gateway provider. PaymentVision offers clients the unified ability to accept ACH, check, and credit or debit card payments, by phone, or through Internet channels. PaymentVision solutions handle billions of dollars for thousands of financial institutions, large and small nationwide including, credit unions, banks, and consumer finance and collection agencies. For more information, please visit http://www.paymentvision.com; follow PaymentVision on Twitter @PaymentVision or on Facebook at http://www.facebook.com/paymentvision; or call 800-345-7243.
About Lyons Commercial Data
Lyons Commercial Data is a leading provider of quality U.S. and Canadian financial institution data, including all current ABA routing numbers and other information critical to transaction processing. Lyons Commercial Data also offers proven solutions to financial institutions, payment processors, and other businesses, to assist them in optimizing their ACH processes, managing risk, and fraud mitigation. For more information, please visit http://www.lyonslive.com; or call 800-684-0388