Under the direction of the Manager of Client Services, the Merchant Success Representative I is responsible for providing payments related support services while ensuring superior client experience in all aspects involved in payment processing, ensuring customer and partner satisfaction. This role involves providing first-class customer service/support via telephone, email, chat, and any future channel. The representative will triage inbound customer communications, monitor the priority of tickets assigned to the queue, and process and escalate tickets accordingly. Maintaining an accurate and complete record of all inquiries and problems handled is crucial. The role requires absorbing and retaining a large quantity of departmental system, policy, and procedure knowledge, and utilizing all tools and systems consistently to enhance department knowledge. Acting as an interdepartmental support guidance liaison and providing solutions is also a key responsibility. The representative will educate and assist with various merchant services functions including, without limitation, batch, funding, reconciliation, and tax reporting. Providing basic level technical assistance, lending assistance with PCI compliance and certification, password resets, and dashboard navigation are also part of the duties. Assisting with address and basic account update requests, and following all card brand compliance rules and regulations for the security and integrity of sensitive information are essential. Handling client escalations via telephone, email, chat, and any future channel is required. The role encourages an open mind to continued process improvements and innovation by offering suggestions to increase overall team performance, and requires critical thinking by strategically eliminating barriers and offering solutions to overcome challenging situations. Supporting specialized projects on an as-needed basis to full follow-through and final completion as directed by the leadership team, and performing other duties as assigned are also expected.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED