Implementation Specialist
XplorFull Time
Mid-level (3 to 4 years), Senior (5 to 8 years)
The ideal candidate will have 2+ years of experience in sales, tech, or product support, along with 2+ years of experience in a Merchant Services environment. Strong communication skills, attention to detail, problem-solving abilities, and a proactive, team-oriented mindset are essential. Experience with Salesforce and a willingness to learn are also required.
This role involves gathering and submitting documents to underwriting for new customers, guiding Sales Representatives on best practices for efficient onboarding, and serving as a key point of contact for a smooth onboarding experience. Responsibilities include inputting statements into the quoting system, documenting and creating process templates, entering data into external databases, identifying and implementing process improvements, and assisting the sales team with administrative tasks. The specialist will also help merchants complete application paperwork, collaborate with underwriters to advance new accounts, maintain Salesforce records, ensure timely completion of opportunities and tasks, coordinate with other departments like Relationship Management and Integrations, stay informed through various communication channels, and support teammates as needed.
Automates accounts receivable processes for businesses
VersaPay automates accounts receivable processes for businesses, focusing on the B2B market. Its main product, the ARC platform, simplifies invoicing and payment by providing an online self-service portal where customers can receive invoices, make payments, and communicate with businesses. This portal is customizable, allowing clients to tailor the experience to their needs, which enhances customer satisfaction and retention. VersaPay operates on a subscription-based model, charging clients a recurring fee for access to the ARC platform, along with potential transaction fees for processed payments. This focus on customer-friendly solutions sets VersaPay apart from competitors in the financial technology sector, which is rapidly growing due to the demand for digital business solutions. The company's goal is to improve the efficiency of accounts receivable processes, making them more secure and user-friendly for businesses and their customers.