Patterson Companies, Inc.

Merchant Success Manager

Patterson Companies, Inc.

full-time

Posted on:

Location Type: Hybrid

Location: Denton • Texas • United States

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Salary

💰 $68,300 - $88,766 per year

About the role

  • Serve as the main point of contact for assigned merchants, including direct communication with business owners and executives.
  • Educate merchants on payment lifecycle processes, funding schedules, chargeback prevention, and compliance obligations.
  • Troubleshoot Tier 1 issues involving gateways, terminals, API integrations, and settlement discrepancies in coordination with technical teams.
  • Guide merchants through onboarding, underwriting documentation, and funding setup.
  • Monitor merchant performance, proactively identifying risks or optimization opportunities.
  • Collaborate cross-functionally with Sales, Risk, Underwriting, and Technical Support teams to ensure seamless service delivery.
  • Maintain detailed records of merchant interactions, resolutions, and operational notes within CRM and ticketing systems.
  • Contribute to training guides, documentation, and merchant resources.
  • Represent merchant feedback to internal stakeholders to inform product and process improvements.
  • Comply with Company and department policies and standards; performs other duties as assigned

Requirements

  • Bachelor's Degree or equivalent education and/or experience
  • 2 years Account management experience
  • 3 years experience in payment processing, merchant services, or FinTech support
  • Proven ability to communicate confidently with business owners and C-suite decision makers.
  • Strong understanding of card-present and card-not-present payment environments, funding timelines, and chargeback workflows.
  • Exceptional analytical and problem-solving skills with attention to financial accuracy.
  • Proficiency in CRM and case-management tools (experience with Zoho suite of tools preferred).
  • Familiarity with merchant onboarding, KYC verification, and risk monitoring.
  • Knowledge of payment gateways, POS hardware, and SaaS integrations.
  • Advanced Excel or data-reconciliation skills.
  • Bilingual fluency in English and Spanish
Benefits
  • Full Medical, Dental, and Vision benefits and an integrated Wellness Program
  • 401(k) Match Retirement Savings Plan
  • Paid Time Off (PTO)
  • Holiday Pay & Floating Holidays
  • Volunteer Time Off (VTO)
  • Educational Assistance Program
  • Full Paid Parental and Adoption Leave
  • LifeWorks (Employee Assistance Program)
  • Patterson Perks Program

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
payment processingmerchant servicesFinTech supportcard-present payment environmentscard-not-present payment environmentschargeback workflowsdata-reconciliation skillsKYC verificationpayment gatewaysSaaS integrations
Soft skills
communicationanalytical skillsproblem-solving skillsattention to financial accuracy
Certifications
Bachelor's Degree