Merchant Processing Customer Service Representative

Evolve Payment; Little Canada (MN); Hybrid; USD 40,000 - 52,000; Full time

Benefits offered by this job

IRA Contributions

Dental, Vision, and Health Insurance

Paid Vacation & Holidays

Health Insurance

Paid Vacation

Job summary

A leading payment processing company is seeking a dynamic Customer Service Representative to expand its client base. Responsibilities include managing relationships with clients, assisting with applications, and collaborating with sales teams to ensure service excellence. Ideal candidates should have proven sales experience, strong communication skills, with familiarity in financial services as a plus. Compensation includes IRA contributions and health insurance benefits.

Qualifications

• Proven experience with inbound and outbound sales.
• Ability to articulate complex solutions clearly.
• Familiarity with payment processing services is a plus.
• Self-starter with a strong focus on customer service.
• Ability to respond quickly to emails and phone calls in a fast-paced environment.
• Familiarity with payment processing or financial services is a plus.
• Strong financial literacy and pricing analysis understanding.

Responsibilities

• Work with Sales Reps and liaise between teams.
• Answer questions, problem-solve, and manage partner portals.
• Nurture relationships with bookkeepers, CPAs, and clients.
• Relationship Building: nurture relationships with bookkeepers, CPAs, CFOs, bankers, and clients.
• Appointment Setting: schedule meetings for Sales Team and provide product details.
• Dashboard Management: keep CRM records updated and manage helpdesk tickets.
• Collaboration: work with sales and marketing on outreach, proposals, and training.
• Client Retention: ensure smooth applications, timely conversations, and accurate information.

Skills

Inbound and outbound sales

Customer service skills

Excellent communication

Interpersonal skills

Organizational skills

Time management

Detail oriented

Job description

Evolve Payment is a leading merchant processing provider of innovative payment processing solutions, committed to empowering businesses with efficient and secure financial transactions. Our customized B2B and Retail services cater to the unique needs of various industries, optimizing accounts and their receivable processes.

Location: St Paul, MN (Little Canada)

Job Type: Full-Time, Hybrid Option Available in the Twin Cities

Position Overview

We are seeking a dynamic, detail-oriented, and results-driven CSR to join our team. Our ideal candidate plays a crucial role in expanding our client base by initiating meaningful conversations with current and potential partners and clients, assisting with the application process, building relationships with processing partners, assisting with client follow-ups, being the go-to person for sales reps and banking relationship partners, organizing trade show efforts, and acting as the glue for the team while serving as a resource for current clients as needed. The primary focus will be on providing an excellent customer service experience.

Key Responsibilities

• Application Manager: Work with Sales Reps and be a liaison between the underwriting and deployment processing teams to ensure applications are being approved.
• Customer Service: Work with current and future customers and ISRs to answer questions, problem-solve, manage the partner portals, assist with completing new applications, account changes, and work with the underwriting department to deploy and train new accounts.
• Articulate Value Proposition: Communicate the value and build relationships on behalf of Evolve Payment, emphasizing the benefits of our payment processing solutions.
• Relationship Building: Nurture relationships with bookkeepers, CPAs, CFOs, bankers, and clients while understanding their needs and challenges to position Evolve Payment as a valuable partner.
• Appointment Setting: Schedule appointments for the Sales Team to further discuss partnership opportunities and provide detailed information about our offerings.
• Dashboard Management: Maintain accurate and up-to-date records of interactions with merchants in the Customer Relationship Management (CRM) system. Manage helpdesk tickets and ensure partners are responding promptly.
• Collaboration: Work closely with the sales and marketing teams to align outreach efforts with overall business objectives. Include joint virtual calls, creating proposals, training seminars, and general follow-up work.
• Client Retention: Work closely with Evolve Payments’ current team members and vendors to ensure applications are processing smoothly, training is scheduled and completed, client conversations and their needs are responded to promptly with accurate information.
• General Office Management: Assist with routine office management tasks such as ordering office supplies, sorting mail, sending out thank‑you gifts, and general clean‑up as needed.

Qualifications

• Proven experience with inbound and outbound sales, business development, and customer service skills.
• Excellent communication, interpersonal skills, and client presentation skills.
• Ability to articulate complex solutions clearly and concisely.
• Self‑starter, goal‑oriented with a strong focus on customer service.
• Thrive in a fast‑paced environment; we deal with clients who expect and need quick turn‑arounds on email and phone call responses.
• Familiarity with payment processing or financial services is a plus.
• Keen understanding of financial literacy, spreadsheets, financial acumen, and pricing analyzers.
• Very detail‑oriented; we work with clients’ confidential information and often they rely on our team for quick action.
• Patience and kindness; our clients may not understand our industry, we need to build trust and value every interaction.
• Strong organizational, multi‑tasking, and time‑management skills.
• Can quickly learn new software, programs, and technology changes.

Compensation and Benefits

• IRA Contributions
• Dental, Vision, and Health Insurance
• Paid Vacation & Holidays

How to Apply

Interested candidates are invited to submit their resumes and a cover letter detailing their relevant experience to [emailprotected]. Please include “Customer Service Application – Evolve Payment” in the subject line.