Building embedded payments from the infrastructure side is one thing, but leading payments at a vertical SaaS platform is entirely different. 

The challenges shift from technology and compliance to change management, cultural alignment, and cross-functional enablement. 

In this episode, EverHealth’s Head of Payments, Savannah Krieg joined host Becky Kopplin, VP Payments at Rainforest to share lessons from both sides of the payments world, including what surprised her most about switching from infrastructure provider to platform operator, and the critical success factors that actually move the needle.

They discussed: 

• Why 90% of platforms should choose embedded payments over becoming a PayFac
• Why cultural alignment matters more than technology when launching payments
• The key metrics platforms should track: attachment, activation, TPV, take rate, and more
• How to think about payments pricing in the context of total contract value, not just take rate
• The importance of focusing on people and processes over optimizing tools and operations

The Payments Strategy Show is brought to you by Vertex and Rainforest.

Vertex: The Vertical Software Conference

This invite-only event and community offers networking, learning, and unique insights on go-to-market, monetization, product expansion, fundraising, and M&A.

Learn more: https://www.vertexconference.com/

Get updates on LinkedIn: https://www.linkedin.com/company/vertex-vertical-software-conference

Rainforest is the embedded payments purpose-built for vertical SaaS.

Grow revenue with the only payfac-as-a-service provider optimized to help you drive more payments volume at higher margins, without risk or compliance headaches.

Learn more: https://rainforestpay.com

Connect with us on LinkedIn: https://linkedin.com/company/rainforestpay