Early Life Specialist

Description

 What Part Will You Play?

· Responsible for contacting newly boarded customers via phone and email as part of the welcome process.

· Responsible for monitoring customer progress in their first 30 - 90 days, ensuring successful first transactions.

· Identifies common early stage issues and liaises with relevant departments to implement solutions.

· Manages customer relationships and expectations.

· Maintains customer records, in accordance with company policies, to include call notes, scheduled customer interactions, contact information, and other relevant customer information in the CRM.

· Develops knowledge of current product/service portfolio as well as changes and developments within the payments industry.

· Conduct scheduled follow ups and offer support or troubleshooting.

· Additional ad hoc duties when required.

Preferred Qualifications

· Excellent phone manner and communication skills...