Payment Processing Solutions Consultant

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Sertifi

πŸ“Remote - Worldwide

Summary

Join Sertifi as a Payment Processing Solutions Consultant and focus on 'farming' existing accounts, ensuring clients effectively utilize the payment processing solutions they have purchased.

Requirements

  • Bachelor’s Degree from a four-year accredited College/University or related work experience
  • 5+ years’ experience in a customer onboarding, implementation, or sales and customer service role
  • 5+ experience in payments and hospitality
  • Experience with Customer Success software (i.e., ChurnZero)
  • Passionate about customer success and driving customer outcomes
  • Ability to summarize technical and complex topics to a specific target audience
  • Strong problem solving and analytical skills
  • Extreme attention to detail
  • Organization of workload
  • Able to collaborate well with a team, but can also manage their workload independently
  • Energetic and eager to succeed
  • Must be highly motivated and have a positive attitude
  • Excellent communication

Responsibilities

  • Develop a rich knowledge of all Sertifi products
  • Establish customer rapport and acceptance
  • Help clients to solve problems with product usage
  • Recommend new and improved products to the customers and explain how our solution will add value
  • Facilitate the transition of new clients from implementation to self-sufficiency using Customer Success software (ChurnZero, Salesforce)
  • Educate clients through sharing training materials, and answering any follow up questions
  • Perform live trainings with customers via Microsoft Teams
  • Maintain customer needs, questions, and interactions to capture and share with Customer Success & Sales Teams as needed
  • Utilize existing standard operating procedures to solve routine problems
  • Collaborate with internal teams including Sales, Engineering, Product, and Marketing
  • Work on ad-hoc customer set up and adoption projects as necessary
  • Client Outreach: Regularly engage with existing merchant accounts via phone, email, and virtual meetings to ensure they are fully adopting and benefiting from our payment processing solutions
  • Objection Handling: Identify and address any objections or concerns clients may have regarding the use of our solutions, providing clear and effective solutions
  • Solution Assistance: Guide clients through the setup and ongoing use of their payment processing solutions, ensuring they understand and can utilize all features and benefits
  • Financial Reconciliation Support: Assist clients with any issues related to financial reconciliation, providing troubleshooting and solutions to ensure accurate financial management
  • Account Management: Maintain detailed records of client interactions, progress, and any issues in the CRM system. Follow up on outstanding issues and ensure timely resolution
  • Feedback Collection: Gather and report client feedback to relevant departments to improve product offerings and customer experience
  • Training and Education: Conduct training sessions and create educational materials to help clients maximize the use of their payment processing solutions
  • Performance Tracking: Monitor and analyze account performance, identifying areas for improvement and opportunities for upselling additional service
This job is filled or no longer available

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