Partner Experience Specialist

Partner Experience Specialist

$45k - $47k 

Medical, Dental, Vision, 401k, STD, LTD, Life Insurance

Entry Level Position

Position Description Overview

The role of Partner Experience Specialist, is responsible for working specifically with our referral partners to increase lead generation, in addition to analyzing merchant statements, generating proposals, and supporting our Partner Relationship Management team in various ways. In this role, the focus will be to continue growth in closing new merchant leads through supporting our partners while upholding existing relationships.

Job Responsibilities

• Reaching out to merchant leads by phone and ultimately closing all new leads
• Obtaining new merchant applications and starting the process
• Working with referral partners to increase production of merchant leads
• Become proficient in statement analysis to assist PRM team.
• Master the manual process and improve existing tools in the area of proposal generation.
• Responsible for keying in applications and working with underwriting to address issues.
• Be diligent in following up with merchants on open quotes and other inquiries.
• Build new portfolios and users in our internal system (MX).
• Manage the case queue and monitor all cases within the response guidelines
• Serve as liaison between Relationship Management team and Client Services.

Job Requirements

 Must possess excellent communication, time management, comprehension and interpersonal skills including verbal communication skills, well developed, active listening and relationship building skills.

• Strong awareness and understanding of customer needs, and ability to act quickly to meet those needs.
• Excellent organizational skills and solution oriented
• Strong communicator at all levels with the ability to clearly and concisely present information, both verbally and written
• Ability to multi-task and use several systems in tandem to resolve problems.
• Self-motivated team player with strong analytic and problem-solving skills.

Essential Job Functions

• Must be able to speak on the phone for extended periods of time
• Must have the ability to research issues to find resolution quickly

Bold Integrated Payments is an equal opportunity employer and values diversity. All employment is decided on the basis of qualifications, merit and business need.

All job requirements are subject to possible revision to reflect changes in the position requirements or to reasonably accommodate individuals with disabilities. This job description in no way states or implies that these are the only duties to which will be required in this position.

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