Account Specialist

Client Summary:

Our client builds financial technology for real life. Their technology eases the stress of paying for life’s expenses by giving people more options on how and when they pay. They offer a next-generation, no-fee credit card that can be managed through a powerful mobile app, as well as a point-of-sale payment option available at more than 25,000 service locations, including 1 in 2 auto dealerships, optical practices, dentist offices, veterinary clinics, and specialty healthcare services. By introducing a flexible way to pay over time, we are proud of our ability to lift up service providers and retailers while helping consumers when necessary expenses arise... regardless of whether they were expected or unexpected.

Included on the 2022 Inc. 5000 list, a Most Loved Workplace®, Best Point of Sale Company, and as a Top Fintech Startup by CB Insights!

The Role

We are looking for a self-motivated, outgoing individual to join the Remote Activations Team. The Account Specialist will join our fast-growing team and manage SMB accounts (focusing on single stores). This role plays a key part in onboarding single stores and groups for activation day, conducting onboardings, training, and managing accounts within their first 30 days post-activation. The goal is to promote maximum usage of the product while supporting company growth (activations).

Job Description

• Execute day-to-day responsibilities associated with Remote Activation Accounts.
• Meet weekly and monthly activation and usage targets as designated by the leadership team.
• Manage onboarding and activation for single store locations
• Review account performance and revenue data; develop and implement strategies to increase usage and ROI.
• Identify gaps within processes and resolve them efficiently and in a timely manner.
• Ensure compliance with company standards and procedures
• Take on variable, rotating duties as assigned.

Experience / Skills Required:

• Excellent verbal & written communication and facilitation skills
• Experience in leading and training accounts
• Strong interpersonal skills and a proven ability to work collaboratively with others
• Intelligent, go getter, ambitious, self-motivated individual who is hungry for success
• Highly efficient and organized
• Proven experience in putting together business plans and data analysis
• Proficient in Google Suite and Salesforce
• Sales experience a plus