Activation Specialist

The Activation 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 and other functions key to our Companys philosophy of providing excellent customer service.

The Activation Specialist serves as the primary customer contact through the implementation process. Activation 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:

• 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
• Minimum three years customer service experience

About Fintech:â

Fintech a pioneering accounts payable (AP) automation solutions provider has dedicatednearly 35years to automating invoice processing between retail and hospitality businesses and their supply chain partners. Backed by leadinginvestorsTA Associates and General Atlantic it stands as a leader in this sector. Its flagship productPaymentSource was first built for the alcohol industry to provide invoice payment automation between alcohol distributors and their customers across all 50 states. Today it isutilizedby over 267000 businesses nationwide for invoice payment and collection associated with all B2B business transactions. This proven platform automates invoice payment streamlines payment collection andfacilitatescomprehensive 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 visitâ.â

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 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.âWe E-Verify.

Required Experience:

IC