CLIENT EXPERIENCE SPECIALIST in Financial Technology
About The Position
We are looking for a motivated self starter to strive for excellence in the merchant service industry. We value team players and client-conscience individuals who want to make a difference for businesses by providing them the best in financial technology products and services. As a Client Experience Specialist you will need to effectively answer and resolve customer service and technical support inquiries from both merchants and partners. This is a B2B customer support role and the ideal candidate will have a proven track record of providing exceptional customer service to our customers. Daily customer support inquiries include, but are not limited to general customer service, technical software & hardware support, billing and statement questions, rate analysis, batch & funding verification. Actively support customers by participating in outbound call campaigns and non-phone related tasks, special projects, and other support activities as required. Quite simply, Allegiance helps businesses to get paid. We remove friction from the payment process so business leaders can focus on what they do best- Building their business, not their back offices. And we are growing our team that sells Allegiance’s value.
Requirements
- Strong data entry skills.
- Excellent organizational and communication skills.
- Must possess a good technical aptitude and ability to multi-task.
- Team player, good interpersonal skills with a high degree of initiative.
- Ability to participate in rotational on-call responsibilities.
- Knack for thriving in a fast-paced, multi-tasking environment
- Willingness to grow and expand duties and assist where needed.
- Ability to work independently and as part of a team.
- Winning Attitude is a must!!!
Nice To Haves
- Bachelor’s Degree preferred or comparable experience.
Responsibilities
- Collaborate with the sales team, business owner or partner to resolve pending issues.
- Identify and resolve customer service and technical support via incoming phone calls and emails.
- Assist customers in setting up their Allegiance Merchant Services solutions.
- Educate merchants on products & services supported by Allegiance.
- Accurately record and track all merchant related calls into CRM and ticket management system.
- Educate merchants on online tools and other resources to optimize their business.
- Create and Update Daily/Weekly/Monthly reporting
- Perform Outbound Calls for various campaigns and courtesy calls
- Execute Account Updates & Maintenance
- Create / Maintain and Update Department SOP’s
- Assist sales team with equipment, gateway, and software installations.
- Properly track productivity and meet monthly with manager to review and discuss progress.
- Support team in maintaining SLAs for the department.
Benefits
- Exceptional training and coaching from internal management and third party training resources
- FREE health insurance option for employees with opportunity to add family members
- 401(k) plan
- Paid vacation, holidays, and sick days
- Recession-proof industry
- Work hard, play hard environment
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
