About The Position

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. As a Bilingual Payroll CSM, you will serve as a strategic engine for revenue protection and customer loyalty, managing a collaborative book of business of roughly 500 locations within a regional pod structure. Your day-to-day involves a high-energy mix of leading 30-to-60-minute Zoom consultations to drive product adoption, performing deep-dive account research to identify churn risks, and acting as the definitive Payroll and Tax expert during internal Quarterly Business Reviews (QBRs) and tactical problem-solving sessions. You will balance proactive outreach with reactive inbound case management, navigating complex technical de-escalations and business conversations to ensure full resolution of payroll and tax-related pain points. As we scale in 2026, you will go beyond traditional account management to help shape a scalable success model, utilizing data-driven insights and cross-functional partnerships to optimize the customer journey and ensure our expanding payroll module is a vital, high-performing component of every client’s tech stack.

Requirements

  • Fluent/Bilingual in Spanish and English (written and verbal); able to support Spanish-speaking customers across business, operational, and technical conversations.
  • 2+ years of experience in B2B payroll operations, including deep knowledge of pay schedules, federal/state taxes, and benefits calculations.
  • Proven track record in a customer-facing role focused on churn mitigation, revenue retention, and driving overall customer satisfaction.
  • Demonstrated experience in case/queue management with a focus on data hygiene, task prioritization, and organizational efficiency.
  • High general tech-fluency and the ability to troubleshoot complex customer scenarios while navigating various software platforms.
  • Strong virtual presence with professional skills in negotiation, presentation, and simplified messaging for complex topics.
  • A critical and creative thinker who can move between micro-level troubleshooting and macro-level scaling in a fast-paced environment.
  • A self-starter who thrives in a constantly changing landscape and can operate independently to meet or exceed aggressive goals.

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

Responsibilities

  • Lead high-stakes discovery calls and product demos, delivering complex messaging with confidence and strategic redirection to meet goals.
  • Master the Core POS and Employee Cloud systems to diagnose technical issues and project manage intricate customer needs toward resolution.
  • Protect and expand SaaS revenue by identifying downsell risks and executing "churn save" motions through consultative engagement.
  • Leverage product usage data and business analytics to recommend payroll process improvements and ensure clients are maximizing service value.
  • Drive full activation of the Payroll Product Suite by hosting educational presentations, facilitating trainings, and analyzing module usage.
  • Act as the "Voice of the Customer" by gathering feedback for leadership and partnering with internal teams to ensure closed-loop issue resolution.
  • Maintain high standards for data integrity, calendar hygiene, and report building to support scalable customer success operations.

Benefits

  • Competitive compensation and benefits programs
  • Healthy lifestyle support
  • Flexibility to meet changing needs
  • Cash compensation (overtime, bonus/commissions if eligible)
  • Equity
  • Benefits
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