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What You Might Work On
You’ll work directly with enterprise and upper mid-market clients as they implement and expand their use of the pmtbox platform. This role sits at the intersection of client success, operations, systems thinking, and problem-solving.
Expect to:
- Lead enterprise client implementations from kickoff through launch
- Coordinate cross-functional onboarding efforts with clients, stakeholders, engineering, operations, and leadership
- Help clients map and improve related workflows and operational processes
- Build implementation plans, documentation, and repeatable onboarding frameworks
- Troubleshoot complex client issues that span systems, workflows, data, and operational processes
- Assist with integrations, data mapping, and client configuration needs
- Improve internal implementation tooling, documentation, and processes as we scale
How Our Team Works
This is not a heavily layered corporate environment with endless meetings and rigid departments.
Our team is intentionally small, collaborative, and high ownership. We move quickly because the people here are thoughtful, accountable, and willing to solve problems together.
You’ll work closely with Founders and Leadership, Engineering, Operations, Sales, and Enterprise clients.
There will be ambiguity. Processes will evolve. Priorities may shift. We’re looking for people who are energized by that environment rather than frustrated by it.
You won’t succeed here by waiting for someone to hand you perfectly documented instructions. You’ll succeed by:
- Taking ownership
- Asking thoughtful questions
- Proactively improving systems and proceduresÂ
- Communicating clearly
- Staying calm under pressure
What We’re Looking For
We care less about perfect resumes and more about capability, outcomes pattern, judgment, and mindset.
You might be a great fit if you:
- Have 5-8 or more years of experience in implementation, onboarding, customer operations, client success, solutions consulting, project management, or a related role
- Have experience working with enterprise or upper mid-market clients
- Are comfortable managing multiple moving pieces at once
- Can communicate confidently with both technical and non-technical stakeholders
- Think beyond tasks and into systems, workflows, and operational improvements
- Enjoy building processes and playbooks from the ground up
- Are naturally curious and proactive
- Stay calm and solutions-oriented when things get messy
Experience in fintech, SaaS, ecommerce, payments, risk, fraud, or operational workflows is helpful but not required.
What Success Looks Like
Success in this role is not just “projects completed.” Success looks like:
- Enterprise clients launching smoothly and confidently
- Clients feeling guided, informed, and supported in those critical first few months and beyond
- Internal teams staying aligned and moving efficiently
- Problems getting solved quickly and thoughtfully
- Operational bottlenecks getting identified and improved
- Implementation processes becoming more scalable over time
- Clients viewing pmtbox as a strategic partner, not just a software vendor
Why Join pmtbox
- Early-stage fintech with real momentum and VC backing by Tandem Ventures (founders behind fintech unicorns including Divvy and Finicity)
- Small team, high ownership
- Work on meaningful ecommerce and payments infrastructure
- Build alongside founders and experienced operators
- Opportunity to help define and scale a critical customer-facing function
- Five-days-a-week in-office culture in Orem, Utah
- Competitive compensation and benefits package including enterprise-level medical, dental, vision, 401(k), and generous time off
We’re looking for builders. If you want a highly structured environment where every process already exists, this probably isn’t the right fit. If you want to help create what comes next, we’d love to meet you.
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