Customer Success Specialist Merchant Services
Boca Raton, FL - USA
Job Summary
Location: Boca Raton FL
Schedule: Full-Time MondayFriday 9:00 a.m.6:00 p.m.
Work Environment: On-Site
Classification: Non-Exempt / Hourly
TouchSuite is seeking an energetic customer-focused Customer Success Specialist Merchant Services to support and strengthen relationships with our merchant customers.
This is not a role for someone who simply answers the phone responds to a question and moves on to the next call. We are looking for someone who takes ownership of the customer who listens carefully asks good questions solves problems and looks for opportunities to make the relationship stronger.
When a merchant is frustrated we want you to understand why and work to save the relationship. When a conversation reveals that another TouchSuite product or service could benefit the merchant we want you to recognize the opportunity and act on it.
The right person brings energy curiosity urgency and a genuine desire to help customers succeed.
- Serve as a primary point of contact for TouchSuite merchants providing responsive and professional support by phone and email.
- Own customer issues from initial contact through resolution rather than simply transferring or escalating problems.
- Ask questions and actively listen to understand the merchants underlying concern business needs and overall relationship with TouchSuite.
- Assist merchants with processing questions funding inquiries billing and statements account changes equipment chargebacks and other merchant-services needs.
- Troubleshoot processing and account issues and coordinate with Operations Risk Underwriting Technical Support Sales and other teams when additional expertise is needed.
- Recognize signs that a merchant may be dissatisfied or considering leaving TouchSuite and take an active role in retaining the relationship.
- Work through pricing service technology or relationship concerns to identify solutions that address the merchants needs.
- Follow up after an issue is resolved to make sure the merchant is satisfied rather than assuming the job is finished.
- Listen for opportunities to help merchants beyond the reason for their original call.
- Identify appropriate upsell and cross-sell opportunities based on the merchants business needs and current TouchSuite relationship.
- Introduce relevant TouchSuite products and services or connect qualified opportunities with the appropriate sales resource.
- Help merchants understand their processing statements fees deposits transactions equipment and account activity.
- Educate customers on TouchSuite products services tools and capabilities that may improve their payment-processing experience.
- Document customer interactions commitments follow-up activities retention efforts and opportunities accurately in Salesforce and other internal systems.
- Develop strong working knowledge of merchant acquiring payment processing card transactions funding chargebacks POS technology and TouchSuites broader product offering.
- Meet established expectations for responsiveness productivity customer satisfaction retention and opportunity identification.
More than anything were looking for the right approach to customers and problems.
You may be a strong fit if you:
- Bring energy and enthusiasm to customer interactions.
- Take initiative rather than waiting to be told what to do next.
- Naturally take ownership when someone brings you a problem.
- Are curious and ask questions instead of accepting the first explanation.
- Enjoy turning an unhappy customer into a satisfied one.
- Listen closely enough to recognize needs and opportunities that the customer may not have called about.
- Are comfortable discussing products and solutions rather than viewing customer service and sales as completely separate activities.
- Have the persistence to follow an issue through to resolution.
- Communicate confidently and professionally with business owners.
- Can balance empathy for the customer with sound business judgment.
- Work well in a fast-paced environment where priorities can change quickly.
- Enjoy learning and want to develop deeper expertise in payments and merchant services.
- Previous experience in customer service customer success account management retention inside sales banking financial services merchant services payments POS telecommunications or another high-touch customer environment.
- Merchant services/payment processing experience is strongly preferred but we will consider an exceptional customer-facing candidate who demonstrates the initiative curiosity and commercial instincts needed to learn the industry.
- Experience retaining customers or resolving escalated customer concerns is highly desirable.
- Experience identifying upsell cross-sell or referral opportunities is a plus.
- Experience with Salesforce or another CRM platform is preferred.
- Experience with payment-processing platforms such as Fiserv AccessOne or TSYS is a plus.
Success isnt measured simply by how many calls you answer.
A successful Customer Success Specialist builds relationships solves problems saves customers who might otherwise leave and recognizes opportunities to deepen valuable merchant relationships.
We want our merchants to finish an interaction feeling that someone at TouchSuite genuinely cared about solving their problem.
We also want our Customer Success team to understand that every merchant conversation is an opportunity to learn something: Why is the customer calling What isnt working What could we do better Is the relationship at risk Is there another product or service that could help
The strongest person in this role will combine the mindset of a customer advocate problem solver relationship manager and opportunity spotter.
TouchSuite operates at the intersection of merchant services payment processing technology and business solutions. Youll gain exposure to multiple areas of the payments ecosystem while working directly with business owners and collaborating with teams across the organization.
For someone who brings energy curiosity and initiative this role offers an opportunity to build valuable merchant-services expertise and make a visible impact on both customer relationships and the business.
#MerchantServices #CustomerSuccess #PaymentProcessing #CustomerService #FintechJobs #BocaRatonJobs
Required Experience:
Manager
About Company
Merchant processing accounts to accept credit cards, high-risk merchant processing: CBD, credit repair, ecommerce, restaurants, professionals