windcave
Customer Management Specialist
New York, New York
Sponsorship not specifiedDetected 11 days ago
AccountingExcelOnboardingCustomer SupportCommunicationProblem SolvingMicrosoft Office
About the role
- Today, our global footprint extends across 40+ countries, supported by a dedicated team of over 400+ experts.
- We process billions of transactions annually, providing businesses with a comprehensive payment solution through a single provider.
- Process merchant account maintenance requests and update account information within the system.
Responsibilities
- Manage the end-to-end merchant onboarding process, working closely with merchants, Sales, Compliance, and other relevant stakeholders to ensure timely and seamless delivery.
- Coordinate all internal correspondence and cross-functional communications through the team to support efficient case progression and issue resolution.
- Manage change-of-ownership requests and device cancellations to ensure system records remain accurate and up to date.
- Investigate and resolve merchant service queries by liaising with internal teams and delivering a high standard of support.
- Build and maintain strong relationships with merchants and internal stakeholders to deliver excellent service and enhance the overall merchant experience.
- Proficient in using Microsoft Office tools, including Excel, Word, and PowerPoint, to support a variety of tasks.
- Proven ability to build strong collaborative relationships across cross-functional teams and stakeholders.
- Highly organised, with strong prioritisation skills and the ability to manage multiple tasks while meeting tight deadlines.
- We support a wide range of industries, including retail, finance, hospitality, and more, with operations all over the globe.
- The role of the Customer Management Specialist is to oversee the onboarding, change of ownership, and cancellation processes for Windcave merchant services customers, while also providing ongoing support to ensure positive customer experience.
Requirements
- Ensure all required merchant documentation, including AML/KYC information, is collected and accurately processed for application assessment.
- Experience/ Skills required:
Skills
- Bachelor's degree in business, finance, accounting, or a similar field.
- An accounting certificate/qualification would be an advantage.
- Previous customer service experience, preferably within a financial services environment.
- Sound understanding of payment card products and services, and how they align with merchant needs.
- Strong analytical and problem-solving skills, with the ability to identify trends, patterns, and process issues effectively.
- Excellent verbal and written communication skills, with the ability to convey ideas and feedback clearly and professionally.
Compensation
- Salary is $66,300 USD / Annum
Benefits
- Discounted health insurance (depending upon eligibility)
- Benefits include Medical, Dental, Vision, Life, and a matching 401K
Equal opportunity
- Equal Opportunity Employer and committed to building a diverse workforce.
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This listing is sourced directly from windcave's careers page and normalized into a canonical job model.