What you need to know about the role:This individual acts as the first point of contact for all servicing requests and advocates for their assigned portfolio of accounts.
Essential Responsibilities:
- Develops strategic engagement plans that anticipate client needs and enhance satisfaction. Facilitates workshops or training sessions to deepen client relationships.
- Creates and implements communication strategies that promote clarity and engagement. Provides coaching to peers on effective communication techniques.
- Acts as a subject matter expert, guiding clients on advanced product applications and troubleshooting complex issues. Shares knowledge with team members.
- Acts as a subject matter expert, guiding clients on advanced product applications and troubleshooting complex issues. Shares knowledge with team members.
- Leads discussions on market trends that impact client strategies, offering proactive advice to help clients adapt to changes.
- Designs and implements comprehensive solutions that address complex client challenges, ensuring alignment with overall account strategies.
- Oversees resolution processes for high-impact client issues, ensuring thorough communication and follow-up with stakeholders.
- Develops systems to track and analyze client interactions, identifying patterns that inform proactive service interventions.
- Builds strong relationships with key clients, ensuring their voices are represented in organizational decisions and strategy.
- Analyzes feedback trends to identify areas for improvement and collaborates with cross-functional teams to implement changes based on merchant insights, enhancing overall service delivery.
- Proactively seeks and proposes tailored growth opportunities based on merchant needs and business goals, using data and insights to support recommendations.
- Develops and executes initiatives aimed at increasing merchant satisfaction, such as loyalty programs or customized service offerings, measuring their effectiveness through metrics.
Expected Qualifications:
- 3+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.
Responsibilities:
- Provide general (e.g., account configuration and transaction inquiries) and case (e.g., appeals request) account service
- Educate merchants on product and account operations best practice (e.g., help answer specific product questions directly or by connecting to SMEs)
- Drive continuous improvement in servicing metrics, including SLAs, ticket resolution, and operational contact volume and merchant satisfaction
- Address compliance, risk, and regulatory documentation tasks (e.g., PCI DSS compliance)
- Resolve merchantdisputes/adjudications,including process documentation and communication
- Monitor and be ultimately accountable for customer service completion on lower complexity servicing intents
- Drive issue resolution for high complexity intents in partnership with specialist teams. Internal partners include Account Managers, Customer Service, Technical Account Managers, Pricing Operations, Finance, Risk, and Site Reliability Engineering.
- Manage case reviews, provide account support and configuration, and handle compliance and risk documentation
Qualifications:
- Experience delivering client-focused solutions that meet customer needs
- Strong proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
- Experience in Looker, Tableau, other data visualisation tools, or willingness to learn
- Prior payments industry experience preferred
- Demonstrable ability to clearly communicate, compellingly present to, and successfully influence key stakeholders across functions
- Experience successfully navigating matrixed, cross-functional team environments
- Ability to work at pace and tenaciously pursue the resolution of complex issues
- Bias towards action and desire for continuous learning and development
Our Benefits:
Any general requests for consideration of your skills, please