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Client Services Specialist

2 months ago

Tampa, United States Fintech Full time
Join Fintech in Tampa as a Client Services Specialist

The Client Services Specialist position ensures a successful implementation of retailer and distributor relationships. The position encompasses a unique combination of customer support, problem solving, financial operations support, technical assistance and other functions key to our Company's philosophy of providing excellent customer service.

The Client Services Specialist serves as the primary customer contact through the implementation process. Client Services Specialists proactively manage customer relationships by keeping the customer abreast of the status of their setup and any issues, providing suggestions based on best practices and ensuring customers are trained and prepared for the agreed upon effective date of their relationship.

Essential Functions:
  • Ensure all customer calls and email requests are responded to appropriately and on a timely basis
  • Perform timely maintenance on customer accounts as part of setup process
  • Generate new revenue from existing customers through upselling and cross-selling of other Fintech products and services.
  • Create and maintain customer locations and relationships in the Fintech databases
  • Obtain and evaluate all relevant information to handle product and service inquiries
  • Maintain knowledge of Fintech policies, products, services and internal procedures
  • Educate customers on Fintech website and processes
  • Maintain professional skills to ensure customer satisfaction
  • Formulate recommendations for system enhancements and process improvements to increase efficiencies with customer support department and customer end user experience.
  • Assist with updating SOPs and creating training documentation for internal and external use
  • Keep management apprised of critical customer situations
  • Promote positive interactions with all Fintech business units
Qualifications:
  • Minimum three years customer service experience
  • Excellent Interpersonal Skills
  • Excellent Verbal and written communication skills, bi-lingual a plus
  • People-oriented and customer focused
  • Problem analysis and problem solving ability
  • Shares solution knowledge
  • Strategic thinking ability
  • Detail oriented
  • Exceptional organizational skills and the ability to prioritize assignments
  • Ability to produce results quickly and accurately
  • Motivated, independent, able to work under pressure to meet deadlines
  • Must be fluent Windows user with a basic understanding of database operation
  • Proficient in a number of different software applications (i.e. Word, Excel, PowerPoint ,Outlook)
  • Project Management and ACH processing a plus
  • Experience in helpdesk or ticketing system a plus
Our Benefits:
  • Hybrid Work
  • Employer Matched 401K (Up to 10% of Employee Salary)
  • Company Paid Medical Insurance Option for Employee and Dependent Children
  • Company Paid Dental Insurance for Employee
  • Company Paid Vision Insurance for Employee
  • Company Paid Long and Short-Term Disability
  • Company Paid Life and AD&D Insurance
  • 18 Paid Vacation Days a Year
  • Six Paid Holidays
  • Employee Recognition Programs
  • Holiday Bonus
  • Incentive Compensation
  • Community Outreach Opportunities
  • Business Casual Dress Code

About Fintech:

Fintech, a pioneering accounts payable (AP) automation solutions provider, has dedicated nearly 35 years to automating invoice processing between retail and hospitality businesses, and their supply chain partners. Backed by leading investors TA Associates and General Atlantic, it stands as a leader in this sector. Its flagship product, PaymentSource®, was first built for the alcohol industry to provide invoice payment automation between alcohol distributors and their customers across all 50 states. Today, it is utilized by over 245,000 businesses nationwide for invoice payment and collection associated with all B2B business transactions. This proven platform automates invoice payment, streamlines payment collection, and facilitates comprehensive data capture for over 1.1 million business relationships. Recognizing operational hurdles, Fintech expanded its payment capabilities to include scan-based trading/consignment selling for its vendors and retailers and built an advanced CRM tool with functionality to fortify vendor, supplier, and distributor field execution, addressing diverse profit center challenges. For more information about Fintech and its range of solutions, please visit www.fintech.com.

Fintech is a Drug-Free Workplace. Fintech is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Fintech's management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment. We E-Verify.