Client Operations Associate

Our administrative team plays a key role in the merchants’ onboarding process, working closely with the sales team to ensure a smooth experience before, during, and after a merchant is onboarded. We assist with gathering and organizing the necessary documentation, setting up merchant accounts, and provide support if any concerns arise.

Responsibilities

• Support in the onboarding process of new clients by taking virtual application calls and submitting documentation related to new accounts accurately and timely.
• Professionalism when handling phone calls, emails, and other correspondence.
• Prepare and send out agreements for signature.
• Enter and maintain all information correctly in Salesforce and various databases.
• Notify appropriate parties if impactful changes are requested by clients.
• Effectively multitask and manage their time efficiently.
• Follow up appropriately when needed to ensure accounts experience a high level of responsiveness, even if there is no substantive update or resolution to an outstanding item.
• Help clients dispute chargebacks by gathering all necessary documentation to prove it was a valid charge.
• Assist the Administration team with other duties as assigned.
• Collaborate with Senior Management and various departments such as Technical Support and Sales.

Qualifications

• Bachelor's degree is highly preferred.
• Self-starter with the ability to learn fast and work independently as well as within a team.
• Good work ethic and flexible hours.
• Strong proficiency in Microsoft Excel, Word, and Outlook.
• Comfortable working with a wide variety of professionals.
• The duties and requirements listed above should not be interpreted as all-inclusive.
• Must have strong communication skills.

Benefits

• 100% employer paid benefits (including Medical, Dental, Vision, & life insurance) for selected plans for the employee.
• Retirement 401(k) plan with company match.
• Gym access, dry cleaners, car wash conveniently located within building.
• Generous PTO plan with an additional 9 Days Company Paid Holidays per year.

Job Type: Full-time

The Company is committed to compliance with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in Company operations. The Company prohibits unlawful discrimination against any job applicant, employee, or unpaid intern by any employee of the Company, including supervisors and coworkers. Pay discrimination between employees of the opposite sex or between employees of another race or ethnicity performing substantially similar work, as defined by the California Fair Pay Act and federal law, is prohibited.