Respond to customer inquiries—both technical and non-technical—via phone and email in a professional and timely manner.
Handle inbound and outbound calls using a soft-phone application.
Use CRM (Client Relationship Management) tools to manage your daily workload and maintain accurate case records.
Navigate websites and search engines to gather contact information for payment execution.
Submit product and development tickets to report technical issues.
Apply active listening and probing techniques to effectively resolve customer concerns.
Troubleshoot payment declines and escalate complex issues when necessary.
Investigate and resolve invoice discrepancies.
Follow established call handling procedures and maintain proper telephone etiquette.
Manage payment cases and ensure accurate updates in CRM and payment systems.
Verify user information to set up system administrators in the payment system interface.
Understand and resolve invoice discrepancies and payment execution issues, offering appropriate solutions.
Follow established security procedures to assist customers with profile management and to update information within the payment system interface.
Use email templates and case management protocols to communicate with customers.
Forward payment-related issues to clients’ Accounts Payable teams following proper procedures.
Demonstrate critical thinking and sound judgment in decision-making.
Communicate clearly and professionally across all channels.
Take ownership of your tasks and follow through without needing reminders.
Participate in team improvement initiatives and respond positively to coaching.
Collaborate effectively with team members to achieve shared goals.
Requirements
Excellent verbal, written and interpersonal communication skills, with a focus on quality service delivery.
Intermediate level of proficiency with PC software (MS Office applications, internet and web-based applications)
Attention to detail and accuracy in data entry and case management.
Accountability and time management to meet deadlines independently.
Strong collaboration skills with eagerness to contribute to a positive team dynamic.
Ability to quickly learn new skills and apply them effectively in a fast-paced, dynamic work environment.
Coachability and a willingness to improve through feedback.
Previous experience in a customer support or call center environment (it's great if you also have).
Familiarity with online payment systems and IVR navigation (it's great if you also have).
Experience using CRM systems and MS Excel (it's great if you also have).
Knowledge of payment processing or billing systems (it's great if you also have).
Benefits
Generous annual paid time off program that increases with tenure
Eight paid holidays plus three personal holidays to recognize or celebrate an occasion that is important to you
An annual paid day off to volunteer for causes that are near and dear to you
Paid maternity, paternal/secondary caregiver, and adoptive parent leave
Company-paid life and disability insurance
401k program with a company match
Medical insurance plan options ranging from a traditional PPO to High Deductible Health Plan options that feature a company HSA contribution
Dental plan – including orthodontia coverage
Vision plan – including discount for LASIK surgery
All medical, dental, and vision insurance plans are available from the first of the month following your start date – no extended waiting period to be eligible!
A no-cost Employee Assistance Program - 24/7 access to confidential counseling services and a wide range of additional support and professional services
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.