CX Operations Manager

Payabli is the Intelligent Fintech Operating System for software platforms. If you are a software company, you are a fintech company, and Payabli is your operating system. Built by payments industry and SaaS veterans and powered by its own models, Payabli gives platforms everything they need to embed, manage, and monetize financial services through a single developer-friendly API spanning Pay In, Pay Out, and Pay Ops. Intelligence is not a layer on top, it is the foundation, expressed through Amigo™, Payabli's native AI Agent Suite, and a growing set of capabilities that make payment operations smarter and more autonomous.

Payabli gives software companies PayFac capabilities without the heavy lift, administrative burden, or cost of becoming a payment facilitator themselves. With PayFac-as-a-Service, embedded payment acceptance and issuance, and intelligent payment operations, platforms turn payments into a meaningful revenue stream while staying focused on their core product.

Payabli is backed by world-class fintech investors including QED Investors, Fika Ventures, TTV Capital, and Bling Capital, and was recently named to the Forbes Fintech 50.

For more information, visit payabli.com .

As the CX Operations Manager at Payabli, you are the systems, data, and infrastructure engine behind our Client Experience organization. You'll build the reporting systems, data pipelines, QA infrastructure, and operational tooling that give leadership visibility into performance and give CX teams the tools and processes to work efficiently.

This role focuses on building and maintaining the operational infrastructure that the CX organization depends on — dashboards, health scoring, QA tooling, automation, and the CX tech stack. You'll surface insights and trends that inform decisions across Partner Success, Client Support, and Technical Support, and ensure CX leadership has the data needed for executive alignment and strategic planning.

What You'll Do

CX Tech Stack & Automation

Serve as the system administrator and super user of all CX systems and platforms — designing and configuring features that align with department KPIs and improve team productivity, accuracy, and efficiency

Manage the CX tech stack — Lead SaaS evaluations, vendor selection, implement, and maintain the tools that CX teams depend on (CRM, ticketing, knowledge platforms, analytics, QA).

Measure AI tool performance across CX — track impact, identify new use cases, and surface opportunities to expand AI-powered capabilities

Stay informed of technological developments, best-in-class tooling, and new feature launches to inform CX system strategy

Coordinate with Engineering, Product, and company Operations on cross-functional initiatives that impact CX tooling and workflows

CX Workflows & Process Optimization

Document and maintain CX workflows and business processes and/or business process documentation across Partner Success, Client Support, and Technical Support, ensuring process documentation stays current as the organization scales

Surface automation opportunities and process inefficiencies through data analysis, and implement approved solutions in coordination with CX leadership

Evaluate CX processes based on operational data — identifying bottlenecks, manual work, and throughput constraints — and present recommendations to CX leadership for approval to build and implement solutions.

Analytics, Reporting & Executive Visibility

Build and maintain automated dashboards and reporting for CX leadership — team performance, partner health, ticket trends, SLA compliance, and operational KPIs

Build and maintain the data architecture and pipelines that connect CX activity to business outcomes, ensuring data is accessible and structured for analysis

Generate data-driven insights for QBRs, executive reviews, and board-level reporting

Analyze ticket trends, escalation patterns, and resolution data to surface product issues, process breakdowns, and resource gaps

Deliver regular performance reporting that supports executive alignment and strategic planning

Partner Health & Predictive Analytics

Enhance and manage the partner health scoring methodology — ensuring scores are accurate, actionable, and consistently maintained across the partner portfolio

Help build predictive churn and expansion models that enable proactive intervention by Partner Success Managers

Monitor partner health indicators across the portfolio and flag at-risk accounts to CX leadership before issues escalate

Build and maintain the data infrastructure required to analyze processing volumes, merchant concentration, approval rates, and revenue trends — ensuring the right data is accessible and structured to surface growth and retention opportunities

Strategic Initiatives

Maintain the operational cadence of CX — recurring reports, metric reviews, process documentation, and operational housekeeping

Execute on strategic initiatives directed by CX leadership — from new tool rollouts to process redesigns to cross-functional projects

Coordinate cross-functional initiatives with Operations, Product, and Engineering that require CX operational input or alignment

QA Infrastructure & Reporting

Build and configure QA scoring rubrics within support tooling, collaborating with CX Training & Knowledge Specialist.

Generate and maintain QA reports that CX team leads use to coach their teams

Track QA trends over time and surface patterns that inform training priorities and process improvements in collaboration with CX Training & Knowledge Specialist.

What You Bring

Required Experience & Skills

5-8+ years of experience in CX operations, revenue operations, business operations, or analytics roles, preferably in payments, fintech, or B2B SaaS

Proven track record of building dashboards, reports, and operational infrastructure that drive decision-making

Strong analytical skills — comfortable with data architecture, trend analysis, and translating data into actionable insights

Experience implementing and migrating CX tools and platforms (Preferably Intercom)

Experience as a system administrator or super user of CX or support platforms (CRM, ticketing systems, analytics platforms) (Preferably Intercom)

Proficiency with data and reporting tools — Excel/Sheets at an advanced level, plus experience with BI tools (Looker, Tableau, Metabase, or similar)

Experience designing and optimizing workflows and processes in a fast-paced, scaling environment

Strong communication skills — ability to present data clearly to leadership and translate operational needs across technical and non-technical teams

Self-starter mentality with the ability to work independently, manage competing priorities, and build systems from the ground up

Nice to Have

Experience with partner or customer health scoring models and predictive analytics

Background in payments, merchant services, or financial technology operations

Familiarity with AI-powered support tools and automation strategy

Proficiency with SQL, Python, or other data analysis tools

Experience building or configuring QA scoring infrastructure within support platforms

Who You Are

Data-Obsessed: You believe every operational decision should be grounded in data, and you're the person who builds the systems to make that possible

A Systems Thinker: You see the connections between tools, processes, and outcomes — and you optimize the whole system, not just individual pieces

Proactive: You don't wait for leadership to ask for a report — you surface the insight before they know they need it

Detail-Oriented: You understand that "little things count" — a misconfigured workflow or inaccurate dashboard erodes trust across the org

Collaborative: You work seamlessly with CX team leads and cross-functional partners to ensure operations serve the people doing the work

Efficiency-Driven: You're constantly looking for