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Payments Specialist

4 months ago

Pleasant Grove, Utah, United States Dental Intelligence Full time

About Us

We are the leading player in the SaaS analytics and workflow space for dental practices, launched in 2015 to help dentists manage and grow their practices. Our best-in-class tech makes it more fulfilling to be a dental professional and easier to be a patient. Nearly 9,000 dental practices utilize our platform to practice smarter, generating an average top-line production increase of 50% in the first 12 months. Whether a practice wants a comprehensive 2-year growth plan or simply a more effective Morning Huddle, we take the busy work out of growth. Our platform helps practices find patients, schedule them, follow up, collect payments, file their forms, design their treatment plans, and so much more. We seek an experienced Payments Specialist that can help us to continue to grow our Payments Solution client base. If the profile below sounds like you - let's talk

What You'll Do

The Payments Specialist is responsible for supporting the sales, customer success, and support teams in all aspects of the customer's payment journey. This includes merchant boarding, underwriting, training, utilization and overall client support to help ensure a successful customer experience from beginning to end. The payment specialist will also be looked upon to assist with, own, and resolve projects related to our payment service.

Outcomes You'll Own

  • Merchant Training/Activation for Customers – Serve as primary point of contact for merchant training/activation and provide exceptional customer service to our customers
  • New Account Onboarding and Utilization - Collaborate with our sales/customer success/learning/support teams to onboard new accounts and drive high utilization of the payment service. Work quickly with clients to provide a smooth transition to boarding their merchant account. Keep sales/onboarding teams updated on status and account needs to ensure timely merchant account setup and readiness for implementation
  • ​​Reporting and System Validation​ - ​Collaborate with Team Lead and Program Manager to ensure reporting is accurate and appropriate systems (Salesforce) are accurately updated. Help to maintain documentation of boarding, training, and support procedures​
  • ​​Resolve Escalations for DI Payments Feature​ - ​Serve as escalation point for all things payment related, notifying team lead and PM as applicable. Handle account maintenance requests including bank account changes, cancellations, refunds, pricing changes, or portfolio account changes​

What You Need to Get the Job Done

  • ​​Proficiency in customer service and interdepartmental collaboration​
  • ​​Ability to handle multiple tasks at once​
  • ​​Ability to facilitate the underwriting process with the underwriters and our customer​
  • Ability to communicate well both verbally and in writing/typing

What Will Make Us REALLY Love you

  • ​​Experience assisting with, and potentially own, payments projects​

What You'll Love About Us

  • Flexible Time Off + 11 paid holidays
  • Competitive Medical, Dental & vision offerings, including free medical premiums for employees, with buy up plan options, AND we match your HSA contributions.
  • Company sponsored Life, Disability & AD&D
  • Mental Health support programs, Cellphone & Gym membership Discounts
  • 100% Paid Parental Leave
  • 401K Retirement savings plan with company match up to 5.5% + unlimited access to financial advisors.
  • Tuition Reimbursement program
  • Flexible work location for most roles (in-office, work-from-home, or hybrid)