Revenue Operations Associate

VersiTech / Bold Integrated Payments / Tonic • Sandy Springs, GA

2d • Remote

About The Position

The Revenue Operations Associate (ROA) is a pivotal role dedicated to enhancing client relationships and optimizing the overall client experience. You will be responsible for ensuring client satisfaction and maintaining positive relationships by managing the day-to-day needs of the clients and collaborating with other levels of the Sales and Strategic Growth department, resulting in overall client retention and growth. This means you will work closely with Growth Managers (GM) within your department and with the Client Services department to get the most ideal outcome for the clients. You will report to the Manager of Sales & Revenue Operations who is responsible for proactive engagement and growth with both Bold and Tonic clients, ensuring their needs are met, and supporting them in maximizing their revenue potential. This role requires excellent communication and relationship-building skills.

Requirements

• Communicate effectively internally and externally with tools provided
• Work with urgency- a pace that produces high-quality outcomes
• Make well-informed decisions, seeking input from others as needed based on impact & performance
• Be proactive and responsive; less reactive

Responsibilities

• Develop and maintain relationships within client organizations.
• Act as a point of contact for assigned and unassigned clients, using creative strategies to address their needs, resolve issues, and ensure satisfaction, in addition to assisting GM’s with their assigned portfolio.
• Managing and maintaining client data across multiple CRM platforms
• Work closely with other departments, such as Client Services, Finance, and Direct Sales to ensure client success
• Utilize knowledge of pricing and payment structures to optimize client satisfaction
• Facilitate ongoing education for clients to enhance their independence and efficiency, including application processes, underwriting guidelines, and profitability analysis.
• Use compounded knowledge to take care of client issues, needs, and goals.
• Work closely with fellow team members to help cultivate a professional, fun, and trusting environment.
• Oversee ongoing client operations, assisting clients with merchant account onboarding, and ensuring a positive customer experience
• Engage in ongoing training to stay up-to-date on sales, business, and industry updates

Benefits

• Flexible vacation policy (with manager approval), plus 7 major holidays
• Fully covered Employee-only coverage for medical, dental and vision insurance
• 401(k) program with available company match
• Robust supplemental insurance offerings - life insurance, disability benefit, & even discounts on pet insurance!
• Flexible Spending Account (FSA) and Health Savings Account (HSA) availability
• Marketplace Care Teams to provide emotional and spiritual support for our employees
• Employee Assistance Program, Caregiver Support Program, & an Adoption Assistance Program
• Career development and training opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees