
Revenue Operations Associate
BOLD Integrated Payments
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- 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
Requirements
- Communicate effectively internally and externally with tools provided
- Work with urgency- a pace that produces high-quality outcomes
- Make well-informed decisions, seeking input from others as needed based on impact & performance
- Be proactive and responsive; less reactive
Benefits
- Flexible vacation policy (with manager approval), plus 7 major holidays
- Fully covered Employee-only coverage for medical, dental and vision insurance
- 401(k) program with available company match
- Robust supplemental insurance offerings - life insurance, disability benefit, & even discounts on pet insurance!
- Flexible Spending Account (FSA) and Health Savings Account (HSA) availability
- Marketplace Care Teams to provide emotional and spiritual support for our employees
- Employee Assistance Program, Caregiver Support Program, & an Adoption Assistance Program
- Career development and training opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
relationship managementproblem solvingclient satisfactioncommunicationteam collaborationproactivitydecision makingurgencytraining facilitationcustomer experience