Client Engagement & Retention Specialist Unleash your potential at Global! Join a team of passionate payment professionals, committed to making Global the world’s most respected and loved payments company. About the Team The Client Success team thrives on creative problem-solving, deep product expertise, and a commitment to delivering seamless merchant experiences. We approach each day as an opportunity to make a meaningful impact, ensuring our merchants receive top-tier support and guidance. What You’ll Be Doing Retention & Revenue Protection: Reactively address merchant inquiries through inbound phone queues and assigned cases, focusing on retention and turning challenging situations into positive outcomes. Contract Conversations: Engage with merchants considering cancellation, clearly communicating contract terms and, when appropriate, ensuring adherence to contractual obligations. Merchant Support: Deliver best-in-class service by resolving issues, answering questions, and providing guidance on products, pricing, and value-added services. Upsell & Cross-Sell: Identify opportunities to recommend additional products and services that help merchants optimize their payment solutions. Collaboration: Partner with internal teams to resolve complex issues and ensure a seamless merchant experience. Queue & Case Management: Manage inbound and outbound calls as well as case assignments from other teams or after-hours, meeting or exceeding service level agreements (SLAs). Data-Driven Insights: Analyze merchant statements to provide rate reviews and actionable guidance. CRM & Pipeline Management: Maintain accurate records of interactions, opportunities, and outcomes in CRM tools. Continuous Improvement: Share insights and feedback to improve processes and merchant satisfaction.
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Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees