Integrated Payments Specialist
Location
United States
Posted
3 days ago
Salary
Not specified
No structured requirement data.
Job Description
- Initial customer outreach and scheduling for payment adoption
- Make 20–40 outbound calls daily to existing customers (e.g., unintegrated, not processing ACH, enrolled but inactive)
- Set and confirm appointments with Payments Account Managers (AMs)
- Follow up with customers on:
- ACH enrollment status
- Consumer Portal implementations
- Log all interactions in Salesforce
- Send follow-up communications and manage touchpoints via Gmail and Google Sheets
- Work with partners to address credential, hardware, and implementation issues
- Partner with GPI and Stripe to:
- Request and organize credentials for payment processing
- Identify and manage hardware needs at customer locations
- Coordinate new location onboarding
- Track credential issues and escalate when needed
- Collaborate with internal POR teams to ensure accurate and timely customer enablement
- Lead execution for large or complex customer rollouts
- Coordinate implementation timelines across customer teams and payment providers
- Ensure successful credential setup, training, and go-lives for multi-location businesses
- Drive stakeholder alignment, follow-up tasks, and change management
- Serve as a liaison between customers, Payments AMs, and partners throughout onboarding
- Handle all inbound requests for rate reviews and contract adjustments to support long-term customer retention
- Manage all inbound customer requests and inquiries regarding payment processing rates and contract terms.
- Analyze customer transaction data in Google Sheets and Stripe/GPI portals to prepare internal rate review proposals.
- Coordinate internal review and approval of rate adjustments with Payments Management and Finance teams.
- Communicate approved rate review outcomes and any necessary contract amendments clearly and professionally to the customer.
- Log all rate review interactions, documentation, and final decisions in Salesforce for audit and retention tracking.
- Salesforce – for CRM and activity tracking
- Gmail – for customer and partner communication
- Google Sheets – for credential tracking, appointment logs, and project progress
- Stripe / GPI portals – for credential lookup and resolution (as needed)
- Fluent spoken and written English
- Energetic and confident phone presence; professional email communication
- Self-starter with the ability to prioritize and problem-solve independently
- 1–2 years of experience in sales, sales support, customer service, or SaaS operations preferred
- Strong familiarity with Salesforce, Gmail, and Google Sheets
- Must be available U.S. CST hours 8 hours daily or some combination totaling 40 a week
- Outbound calls per day
- Appointments scheduled with Payments AMs
- Customers implemented and active
- Credential/issue resolution time
- Customer go-lives completed
- Time to value from first touchpoint to processing launch
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