Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Payments, Financial Services, FinTechIndustries
Requirements
Ability to plan and oversee enterprise-level support and service activities for company products and services
Skills in developing client relationships and understanding client business and product installations
Capability to identify service needs, plan service delivery, and drive proactive service mechanisms
Experience collaborating with sales and support groups to demonstrate value and identify expansion opportunities
Knowledge of North America and International segment-specific processes, including client business reviews, reporting, and executive reviews
Proficiency in financial analysis, invoice accuracy, revenue forecasting, billing validation, and compliance impacts
Competence in lead vetting, distribution, follow-up, and assisting in sales cycle acceleration, including merchant communications for contracts and payments
Responsibilities
Responsible and accountable for lead vetting and distribution to clients, including follow-up
Act as the voice of the customer, identifying product support and development needs and communicating them internally (Client Management)
Assist clients in speeding up the sales cycle, including direct communication with merchants for signing contracts and making payments
Work with Account Manager to communicate with clients, coordinate resolution of service incidents, escalate technical issues, and escalate substantial regulatory or financial impacts to leadership (Client Management)
Provide quality service and operational performance within client's projects and service delivery standards (Client Management)
For North America: Support Client Business Review, act as client advocate, align needs with solutions, conduct setup and preparation (collecting/generating reporting), assist in presenting information to improve client's business. For International: Own organization and delivery of client business reviews, work with Account Manager on setup/preparation for reviews, manage implementation/execution/follow-up of balanced scorecards and client surveys, assist in presenting information (Client Management)
For North America: Accountable for invoice accuracy, research, dispute resolution, analyze/monitor processing environment for efficiency and cost savings. For International: Ensure accurate/timely revenue and lines forecasting (monthly/quarterly), validate monthly billing, ensure timely invoice issuance, keep client current with no bad debt