To provide comprehensive account management and merchant services support to our merchants, reporting directly to the Merchant Services manager. This role involves end-to-end merchant support, including the provision of equipment, materials, and training to retailers, training retail staff on PoS equipment, account management, and technical support.
What you will do:
- New store start-ups: Manage all aspects of the new store start-up process, including processing setup requests, dispatching within SLA timeframes, store visits for installations, and follow-up calls to provide training on refund solutions and scheme regulations.
- Sales Packs: Assess retailer stock requirements through regular calls, prepare necessary sales materials, and arrange dispatch within the defined timelines.
- Branded materials: Ensure customer sites display the latest branded PoS literature, stickers, and leaflets after visits.
- Equip merchants with relevant materials to provide tax-free services in-store, including in-store training on tax-free procedures and customer cultural advice.
- Review merchant accounts to identify improvements in customer experience, issue resolution, and redemption rates.
- Create merchant reports, including standardized and bespoke statistical reports using internal data systems.
- Hold regular performance reviews with merchants and work collaboratively to improve performance.
- Ensure adherence to documented SLAs and business processes.
- Provide dedicated merchant support, including issue resolution, technical support (remote or onsite), and operational assistance.
- Offer 1st line technical and project support for POS terminals, mobile applications, and remote terminal management.
- Diagnose and resolve issues, conduct back-office investigations, and escalate when necessary, keeping incident owners informed.
- Maintain and support the Incident Management System.
- Manage relationships with internal and external stakeholders to resolve ongoing issues.
- Participate in performance management systems, ensuring compliance with policies, procedures, and company values.
- Understand the authority level and accountability associated with this role.
Who you are
- Previous account management experience, ideally in a service environment.
- Retail and/or financial services experience.
- Technical knowledge of PDQ terminals (POS payment) - desirable.
- Experience with incident management systems, preferably Salesforce.com.
- Experience in PC and/or PDQ break/fix processes.
- Bachelor's degree or equivalent; knowledge of financial products/services.
- Understanding of banking/financial services industry and payment operations.
What you will need to bring to Planet
- Excellent relationship management skills.
- Common sense approach.
- Proficiency in Microsoft Office and Windows OS.
- Self-motivated and articulate.
- Strong organization and issue resolution skills.
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