Onboarding Manager

Fintech; Tampa (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

Join the Fintech Client Services Team as an Onboarding Manager in Tampa, where you'll play a pivotal role in customer relationships. This position involves ensuring successful implementation for retailers and distributors, with an emphasis on customer service and problem-solving. Ideal candidates will possess strong communication and interpersonal abilities and have a background in customer support.

Benefits

Employer Matched 401K

Company Paid Medical Insurance

Company Paid Dental Insurance

Company Paid Vision Insurance

Company Paid Long and Short-Term Disability

Company Paid Life and AD&D Insurance

18 Paid Vacation Days a Year

Six Paid Holidays

Employee Recognition Programs

Incentive Compensation

Business Casual Dress Code

Qualifications

• Minimum 2 years customer service experience.
• Ability to produce results quickly while maintaining professional standards.
• Motivated and independent, capable of working under pressure.

Responsibilities

• Manage retailer and vendor rollouts and maintain customer information.
• Ensure customer calls and email requests are handled appropriately.
• Communicate status of new enrollments internally and externally.

Skills

Inter-Personal Skills

Verbal and Written Communication Skills

Problem analysis and problem-solving

Detail-oriented

Project Management

Solution Knowledge

Tools

Windows

Office (Word, Excel, PowerPoint, Outlook)

Job description

Tampa, FL
3109 W. Dr. Martin Luther King Jr. Blvd.
Suite 200
Tampa, FL 33607, USA

Tampa, FL
3109 W. Dr. Martin Luther King Jr. Blvd.
Suite 200
Tampa, FL 33607, USA

Join the Fintech Client Services Team in Tampa as an Onboarding Manager!

The Onboarding Manager position ensures successful implementation of retailer and distributor relationships. The position encompasses a unique combination of customer support, problem-solving, financial operations support, technical assistance and other functions key to our Company’s philosophy of providing excellent customer service.

The Onboarding Manager ensures successful enablement and installation of new customer locations and relationships, manages retailer and vendor (distributor) rollouts and maintains complete and accurate customer information. The Onboarding Manager serves as the primary customer contact through the implementation process. This position will have a special focus on retailers and vendors “customer experience” with Fintech. The Onboarding Manager establishes rapport with customers and provides outstanding customer service. This individual will be accessible and cultivate relationships with customers. The Onboarding Managerwill identify and verify setup requirements with the customer, keep the customer abreast of what stage their setup is in and any issues, and ensure the customer is well trained and prepared for go-live.

• 2 years customer service experience
• Handles retailer and distributor enrollments, projects, mergers, and resets
• Ensuring all customer calls and email requests are responded to appropriately and on a timely basis
• Prepares, maintains and executes enrollment projects resulting in timely and successful results
• Generate new revenue from existing customers through up-selling and cross-selling of other Fintech products and services.
• Communicate internally and externally status of new enrollments
• Maintain knowledge of Fintech policies, products, services and internal procedures
• Interact with Sales Rep to ensure all parties are aware of set up status of account
• Ability to successfully action cases, phone calls and email boxes
• Maintain professional skills to ensure customer satisfaction
• Formulate recommendations for system enhancements and process improvements to increase efficiencies within the Client Services department and customer end-user experience.
• Keep Management apprised of critical customer situations
• Ensuring all customer calls and email requests are responded to appropriately and on a timely basis
• Timely perform maintenance on customer accounts as part of set up process.
• Create and maintain customer locations and relationships in the Fintech databases
• Obtain and evaluate all relevant information to handle product and service inquiries
• Assist with updating SOP’s and creating training documentation for internal and external use
• Promotes positive interactions with all Fintech business units
• Other tasks as assigned

Qualifications:

• Inter-Personal Skills
• Verbal and Written Communication Skills
• People-oriented and customer-focused
• Problem analysis and problem-solving
• Solution Knowledge
• Strategic Thinking
• Detail-oriented
• Exceptional organizational skills and the ability to prioritize assignment
• Ability to produce results quickly
• Motivated, independent, able to work under pressure and meet deadlines
• Must be fluent Windows user with a basic understanding of database operation
• Proficiency 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
• Employer Matched 401K
• Company Paid Medical Insurance Option for Employee and Dependent Children
• Company Paid Dental Insurance for Employee
• Company Paid Vision Insurance for Employee
• Company Paid Long and Short-Term Disability
• Company Paid Life and AD&D Insurance
• 18 Paid Vacation Days a Year
• Six Paid Holidays
• Employee Recognition Programs
• Incentive Compensation
• Community Outreach Opportunities
• Business Casual Dress Code

About Fintech:

Fintech, a pioneering accounts payable (AP) automation solutions provider, has dedicated nearly 35 years to automating invoice processing between retail and hospitality businesses, and their supply chain partners. Backed by leading investors TA Associates and General Atlantic, it stands as a leader in this sector. Its flagship product, PaymentSource, was first built for the alcohol industry to provide invoice payment automation between alcohol distributors and their customers across all 50 states. Today, it is utilized by over 267,000 businesses nationwide for invoice payment and collection associated with all B2B business transactions. This proven platform automates invoice payment, streamlines payment collection, and facilitates comprehensive 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 visitwww.fintech.com .

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 ordinances. Fintech’s management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employeeactivities, access to facilities and programs and general treatment during employment.Fintech is a Drug-Free Workplace. We E-Verify.

Qualifications

Skills

Behaviors

:

Motivations

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Education

Experience

Required

2 years:

2 years:

Customer Service

Licenses & Certifications

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.