Job description
As an Account Executive, you will work closely with a team of your peers to ensure we are providing the highest levels of customer service that we have become known for. This role is an essential part of the Operations Team, as they support the critical functions related to onboarding, settlement of merchant funds, partner residual payments, reconciliations, and VIP partner and client support.
- Responsible for new account on-boarding, including but not limited to sending/acquiring new client processing applications, coordinating with various merchant acquirers on account setups and application statuses, sending out welcome emails/documentations to new clients and/or sales partners, and updating Salesforce CRM appropriately, when required
- Performs phone, webinar, and/or onsite training, as needed, for newly acquired clients and/or sales partners on processing tools and reporting
- Provides phone and email support for high-profile clients and/or sales partners
- Analyzes and researches/resolves account issues, specifically regarding account reconciliation, equipment/gateway/integration troubleshooting, and refund requests
- Responsible for initiating maintenance requests for existing clients and ensuring those changes are completed to specification and in a timely fashion by the respective clients’ merchant acquirer
Basic Qualifications:
Education and Experience: Bachelor's in related field and 2 years of related experience or HS/GED and 6 years
- 3-4 years of experience in a customer service,
- Functional knowledge of Microsoft Outlook, Word, and Excel
Preferred Qualifications:
Education and Experience: Bachelors and 2 years
bankcard industry experience preferred, but not required
- A passion for, or experience with, the nonprofit sector
- Exudes a “customer first” attitude that is focused on achieving an outstanding customer experience for both clients and sales partners
- Ability to develop a strong rapport with internal and external partners
- Strong presentation skills with an ability to present complex information in a clear and concise manner
- Maintain an above average knowledge of First American, iATS Payments, and third-party acquirer workflow, policies, procedures, and systems
- Excellent track record of hitting goals, milestones, and deliverables with aggressive deadlines and sometimes competing prioritization
- Out-of-the-box thinker who can proactively identify issues and find creative solutions to complex situations
- Self-starter that thrives in a fast-paced environment and can work efficiently with minimal guidance and supervision
- Ability to work independently in a multi-task environment, as well as part of a team
- Outstanding communication skills both written and oral
- Salesforce experience is preferred, but not required
Deluxe Corporation is an Equal Opportunity / Affirmative Action employer:
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state or federal law.
EOE/Minorities/Females/Vet/Disability
Please view the electronic EEO is the Law Poster which serves to inform you of your equal employment opportunity protections as part of the application process.
Reasonable Accommodation for Job Seekers with a Disability: If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to deluxecareers@deluxe.com.
Department: Sales
Time Type: Full time
Shift Type: First Shift (United States of America)
Work Status: Permanent
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