BOLD Integrated Payments

Revenue Operations

• Develop and maintain relationships within client organizations.
• Act as a point of contact for assigned and unassigned clients, using creative strategies to address their needs, resolve issues, and ensure satisfaction, in addition to assisting GM’s with their assigned portfolio.
• Managing and maintaining client data across multiple CRM platforms
• Work closely with other departments, such as Client Services, Finance, and Direct Sales to ensure client success
• Utilize knowledge of pricing and payment structures to optimize client satisfaction
• Facilitate ongoing education for clients to enhance their independence and efficiency, including application processes, underwriting guidelines, and profitability analysis.
• Use compounded knowledge to take care of client issues, needs, and goals.
• Work closely with fellow team members to help cultivate a professional, fun, and trusting environment.
• Oversee ongoing client operations, assisting clients with merchant account onboarding, and ensuring a positive customer experience
• Engage in ongoing training to stay up-to-date on sales, business, and industry updates

Revenue Operations Associate