Customer Success Manager II, Payroll

Toast creates technology to help restaurants and local businesses succeed in a digital world, helping business owners operate, increase sales, engage customers, and keep employees happy.

A day in the life

In service to protecting revenue and creating raving fans, Customer Success Managers within the Payroll Success Partners team drive business growth through targeted lifecycle engagements. As we expand our Payroll vertical in 2026, this role focuses on core goals including downsell prevention, technical de-escalation, revenue growth, and long-term retention. CSMs engage both proactively and reactively through daily inbound cases, targeted call-downs, texting sessions,  and 30- to 60-minute Zoom or phone meetings. By guiding adoption strategies, reviewing best practices, managing renewals, project managing  technical inbound questions and de-escalating high-risk accounts, CSMs are expected to "go beyond the ask"—transforming reactive inquiries into strategic, value-driven partnerships that prevent churn.

Operating within a collaborative Pod Support Structure, each CSM is capable of managing ~500 locations, rotationally supporting over 3,000 shared regional locations across a team of 6. This shared model relies on clear communication, ownership and timeliness.  This highly adaptable role demands strong cross-functional partnership to tackle tactical problem-solving and ensure clear, end-to-end ownership of the Payroll Module and tax experience. Beyond traditional duties, change-motivated CSMs will balance technical deep-dives with overarching strategic initiatives, playing an instrumental role in shaping a scalable, exceptional customer success model for our expanding user base.

What you'll do (Responsibilities)

Build trust through high-touch, live video interactions across all lifecycle stages.

Drive renewal conversations, expand SaaS revenue, and execute churn/downsell save motions through consultative strategies.

Synthesize client feedback, pain points, and product usage to advocate for customer needs with leadership and internal teams.

Act as a subject matter expert across the Payroll Product Suite, Employee Cloud, Core POS, and partner integrations.

Project-manage intricate technical issues to full resolution alongside cross-functional partners.

Analyze tech stacks and workflows to recommend continuous payroll process improvements for clients and internal teams.

Monitor product usage data to deliver targeted presentations, education, and trainings that drive adoption.

Simplify complex technical messaging to ensure customers realize the full value of the service offering.

Leverage AI and internal tools to optimize daily workflows and scale customer support efforts.

Maintain strict administrative rigor through CRM data entry, calendar management, and accurate reporting.

Continuously expand domain and product knowledge to stay ahead of industry standards.

What you'll need to thrive (Requirements)

2+ years of Account Management experience, responsible for customer satisfaction, churn mitigation and business operations

Expert knowledge of B2B Payroll Processes & Fundamentals - inclusive but not limited to - pay schedules, federal & state laws and taxes, accounting & reporting, calculations, benefits & deductions

Significant experience within Payroll and Tax Operations in a customer facing role 

Case / Queue Management Experience - responsible for organization, data hygiene and prioritization management

Success operating independently and navigating competing priorities in a constantly changing environment

General technical proficiency using a variety of software

Proven track record of success in meeting and exceeding goals

Self starter & ability to work autonomously - ability to dive into complex customer scenarios and forge a path forward

Strong & Professional Virtual Presence - Excellent communication, organizational, and influencing skills (including written communication, negotiation and presentation skills)

Flexibility & adaptability - we move quickly and introduce change consistently - an open mind is key to success!

Problem solving mindset -  critical & creative thinker and someone who thinks at scale - you towards the macro & are excited to work in a dynamic, fast paced environment. 

What will help you stand out (Non-essential Skills/Nice to Haves)

FCP or CPP credentials

1+ years of experience using a POS (Point of Sale) software, ideally in the service industry 

Work or equivalent experience in Project Management role

Experience working in the tech industry or for a SAAS company 

Experience with Salesforce CRM, Chilipiper, MS Office, G-Suite, and Slack

AI at Toast

At Toast, one of our company values is that we're hungry to build and learn. We believe learning new AI tools empowers us to build for our customers faster, more independently, and with higher quality. We provide these tools across all disciplines, from Engineering and Product to Sales and Support, and are inspired by how our Toasters are already driving real value with them. The people who thrive here are those who embrace changes that let us build more for our customers; it’s a core part of our culture.

Our Total Rewards Philosophy

We strive to provide competitive compensation and benefits programs that help to attract, retain, and motivate the best and brightest people in our industry. Our total rewards package goes beyond great earnings potential and provides the means to a healthy lifestyle with the flexibility to meet Toasters’ changing needs. Learn more about our benefits at  https://careers.toasttab.com/toast-benefits . The base salary range for this role is listed below. The starting salary will be determined based on skills, experience, and geographic location. In addition to base salary, our total rewards components include cash compensation (overtime, bonus/commissions if eligible), equity, and benefits. You can learn more about how we align pay with local labor markets in our Geographic Pay Zone Philosophy .

Zone A $76,000 — $122,000 USD

Zone B $66,000 — $106,000 USD

Zone C $59,000 — $94,000 USD

How Toast Uses AI in its Hiring Process

Throughout the hiring process, our goal is to get to know you. We use AI tools to support our recruiters and interviewers with tasks like note-taking, summarization, and documentation of interviews to ensure they can be fully focused on your conversation. All hiring decisions are made by people. To learn more: https://careers.toasttab.com/ai-in-hiring

Our Approach to Hybrid Working

We embrace a hybrid work model that fosters in-person collaboration while valuing individual needs. Our goal is to build a strong culture of connection as we work together to empower the hospitality community, regardless of location. Please visit the Locations page on our career site to learn more about our in-office expectations by region:  https://careers.toasttab.com/locations-toast

Diversity, Equity, and Inclusion is Baked into our Recipe for Success

At Toast, our employees are our secret ingredient—when they thrive, we thrive. The restaurant industry is one of the most diverse, and we embrace that diversity with authenticity, inclusivity, respect, and humility. By embedding these principles into our culture and design, we create equitable opportunities for all and raise the bar in delivering exceptional experiences.

We Thrive Together

We embrace a hybrid work model that fosters in-person collaboration while valuing individual needs. Our goal is to build a strong culture of connection as we work together to empower the restaurant community. To learn more about how we work globally and regionally, check out: https://careers.toasttab.com/locations-toast .

Apply today!

Toast is committed to creating an accessible and inclusive hiring process. As part of this commitment, we strive to provide reasonable accommodations for persons with disabilities to enable them to access the hiring process. If you need an accommodation to access the job application or interview process, please contact candidateaccommodations@toasttab.com .

For roles in the United States, it is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.