Client Success Coordinator
6 days ago
About the Job
We are seeking a highly motivated and organized individual to join our team as an Account Associate. The successful candidate will have excellent analytical skills, attention to detail, and strong communication skills.
Job Description
The Account Associate's mission is to assist the company with tasks set out by various teams, such as data analysis, research, data capturing, and working closely with different team members to learn more about Payreto.
Responsibilities
- Supports clients by managing their back office system and analyzing data by downloading it from the primary source system to create the required report.
- Upload data reports to the assigned system of the client that will be used for analytics, data storage, and reporting.
- Acquire and validate data required by the client(s) from primary and/or secondary sources through designated systems, email, phone, or as prescribed by the client(s).
- Maintain updates and encode data requirements by following program techniques and procedures as subscribed by the assigned client(s).
- Adhere to established procedures and guidelines while providing quality internal and external support to meet and exceed department standards.
- Ensure the accurate and timely delivery of assigned solutions according to the agreed requirements of Payreto and the assigned client(s).
- Resolve basic queries arising from the assigned workload and escalate as necessary.
Requirements
- A bachelor's degree in any field is preferred. Most ideal: Information Technology, Computer Science, Business Administration, Finance, or any equivalent degree.
- 1-2 years experience in card payments and the fintech industry that mainly focuses in the operations handling transaction report and analysis, disputes and chargeback management, merchants payments & settlement, & back office support operations.
- Knowledgeable in payments terminologies and back-office support operations in payments environment.
- Knowledgeable in spreadsheets/MS Excel.
- Highly observant.
- Good written and verbal communication skills.
- Has high attention to details.
- Resourceful: Will find ways to gather and verify information using all the resources.
- Strong Service Orientation / Mindset.
- Passionate about learning.
- Strong Problem Solver.
- Strong work ethic with a professional and positive attitude.
- Possesses a natural drive to improve oneself and others.
Working Arrangements
- Shifting on a per needs basis.
- Willing to work onsite at least twice a week.
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