Under the direction of Client Services Manager, the Merchant Success Lead is responsible for providing payment-related support services while ensuring superior client experience in all aspects involved in payment processing, ensuring customer and partner satisfaction. Provide first-class customer service/support via telephone, email, chat, and any future channel. Triage inbound customer communications, monitor priority of tickets assigned to the queue, and process and escalate tickets accordingly. Mains an accurate and complete record of all inquiries and problems handled. Absorbing and retaining a large quantity of departmental system, policy and procedure knowledge. Utilizing all tools and systems consistently to enhance department knowledge. Educating and assisting with various merchant services functions including, without limitation, batch, funding, reconciliation, tax reporting, etc. Retaining and sharing knowledge gained by supporting peers and leaders as well as assisting with onboarding Merchant Support Representative I & II new hires, reviewing resource material and providing check-ins. Coaching and assisting in ensuring team members are adhering to and providing professional call handling and providing clear, concise and accurate information. Assist with complex Chat Support issues for the Merchant Success team. Assist with PCI compliance and certification, password resets, dashboard navigation, etc. Providing, sharing feedback and constructive training to the team to adhere to company policies and procedures. Follow all card brad compliance rules and regulations for the security and integrity of sensitive information. Handling complex client escalations via telephone, email, chat and any future channel. Exhibit process improvements and innovation by offering suggestions to increase and enhance overall team performance. Critical thinking by strategically eliminating barriers and offering additional solutions to overcome challenging situations. Provide support for complex and specialized projects on an as-needed basis, ensuring thorough execution and successful completion in alignment with leadership directives. Other duties assigned.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED