Sertifi Remote Payment Processing Solutions Consultant

Sertifi Remote Payment Processing Solutions Consultant

November 13, 2024

Sertifi is a leading technology company dedicated to helping businesses finalize transactions faster, providing a complete agreements platform for the Hospitality and Travel industry. Brands like Marriott, Topgolf, and AEG Worldwide trust Sertifi to efficiently and securely sign documents, exchange card authorizations, and complete payments with their customers. Sertifi's easy-to-use platform helps tens of thousands of businesses in more than 135 countries, with more than $5 billion in payment requests sent through the system annually. With decades of experience in Hospitality and Travel, Sertifi is building a network that gives guests and travelers across the globe a great experience from the start.

The Payment Processing Solutions Consultant will focus on "farming" existing accounts, ensuring clients effectively utilize the payment processing solutions they have purchased. This role involves proactive outreach to merchants, addressing any objections or concerns, providing assistance with the solution, and aiding with financial reconciliation issues. Extensive experience in the Credit Card Payments and Hospitality industries with knowledge of property management and hotel financial systems is required.

This position involves travel to customer sites and / or trade shows.

The ideal candidate is empathic, patient, creative, and has past experience in a SaaS sales and customer service role.

This position will report into the Director of Enterprise Payments.

Candidates must be based in the United States, in Chicago, or within a Sertifi approved state for remote work :

AZ, CO, FL, GA, IA, ID, IL, IN, MA, MD, ME, MI, MO, NC, NH, NJ, OR, PA, TN, TX, VA, WI

Throughout the interview and onboarding process, Sertifi also reserves the right to conduct independent reference checks to verify past experience and performance in addition to our standard background check and onboarding procedures.

Challenges You'll Tackle :

• Develop a rich knowledge of all Sertifi products.
• Establish customer rapport and acceptance.
• Help clients to solve problems with product usage.
• Recommend new and improved products to the customers and explain how our solution will add value.
• Facilitate the transition of new clients from implementation to self-sufficiency using Customer Success software (ChurnZero, Salesforce).
• Educate clients through sharing training materials and answering any follow-up questions.
• Perform live trainings with customers via Microsoft Teams.
• Maintain customer needs, questions, and interactions to capture and share with Customer Success & Sales Teams as needed.
• Utilize existing standard operating procedures to solve routine problems.
• Collaborate with internal teams including Sales, Engineering, Product, and Marketing.
• Work on ad-hoc customer setup and adoption projects as necessary.

Client Outreach : Regularly engage with existing merchant accounts via phone, email, and virtual meetings to ensure they are fully adopting and benefiting from our payment processing solutions.

Objection Handling : Identify and address any objections or concerns clients may have regarding the use of our solutions, providing clear and effective solutions.

Solution Assistance : Guide clients through the setup and ongoing use of their payment processing solutions, ensuring they understand and can utilize all features and benefits.

Financial Reconciliation Support : Assist clients with any issues related to financial reconciliation, providing troubleshooting and solutions to ensure accurate financial management.

Account Management : Maintain detailed records of client interactions, progress, and any issues in the CRM system. Follow up on outstanding issues and ensure timely resolution.

Feedback Collection : Gather and report client feedback to relevant departments to improve product offerings and customer experience.

Training and Education : Conduct training sessions and create educational materials to help clients maximize the use of their payment processing solutions.

Performance Tracking : Monitor and analyze account performance, identifying areas for improvement and opportunities for upselling additional services.

What You'll Need to Succeed :

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