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Last updated: 30+ days ago
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Account Specialist I

Account Specialist I

PaymentusCharlotte, NC, US
Full-time
The all-encompassing goal of the Paymentus Client Success Team is defined in the title : Client Success.The drive of the Client Success Manager - New Clients is to devote their time and attention to...Show moreLast updated: 30+ days ago
Account Specialist I

Account Specialist I

PaymentusCharlotte, NC, US
30+ days ago
Job type
  • Full-time
Job description

Summary / Objective

The all-encompassing goal of the Paymentus Client Success Team is defined in the title : Client Success. The drive of the Client Success Manager - New Clients is to devote their time and attention to the successful onboarding of our new Paymentus clients, and ensuring that our clients have the highest quality experience in their first 90 days as a new client.

As a CSM for new clients, you will have many points of focus, all geared to making your clients, and ultimately Paymentus, successful. You will be responsible for setting the tone of the relationship and building the foundation for the 4 R's of Client Success : Retention, Relationship Expansion, Revenue Growth, and Reference-ability. Through focusing on these pillars, you will be responsible for the successful launch of the Paymentus / Client relationship, and the overall satisfaction of your clients.

You will work side-by-side with your clients through regular communication, education / information sharing, strategic planning, and collaboration through regular interaction, meetings, and business reviews. Through these touchpoints, you will help your clients understand how the Paymentus products work, how they navigate through their daily support needs, and help to ensure they establish a successful partnership with Paymentus.

A successful CSM is one who can balance driving the success of their clients and the success of Paymentus.

Essential Functions / Responsibilities

  • You will work as the client success advocate for an assigned portfolio of new Paymentus clients and will collaborate with internal teams to oversee the successful launch of the relationships with these clients. The number of clients in your portfolio will vary based on a number of factors, including revenue and business needs.
  • You will guide new clients through their first 90 days of their relationship with Paymentus, including training, education, and assistance with any support needs.
  • You will monitor all support cases for each client, and proactively identify any areas that may require additional training for the client.
  • You will develop a formal business review and client strategies to maximize client success.
  • You will be responsible for regular engagement with your clients. This engagement will include regular checkpoints via email / phone and virtual meetings to ensure on-going proactive communication on a monthly basis or more frequently as requested, for the first 90 days of a client's lifecycle.
  • Consistently meet or exceed established goals and key performance indicators
  • You are the voice of client, collaborating with internal teams to drive any client issues / escalations to resolution

Supervisory Responsibility

This position does not have any supervisory responsibility or direct reports.

Required Education and Experience

  • Minimum of 3 years in a customer service or other customer-facing support roles.
  • Experience in client relationship management and / or client success is a plus.
  • Advanced oral and written communications skills including the ability to make in-person presentations and deliver messaging on complex and sensitive information for audiences at all levels
  • Must demonstrate level of self-sufficiency to manage client requests, drive the client relationship, and lead client meetings without Paymentus leadership presence
  • Must demonstrate highly effective time management skills to drive strategic and operational relationships
  • Proven ability to comprehend, document and articulate client requirements and business rules for change requests and / or secondary product implementations
  • Experience supporting SAAS and / or cloud-based solutions strongly preferred
  • Familiarity with Microsoft Office Suite required
  • What sets you apart?

  • Previous experience in Client / Customer success or other client relationship roles.
  • Knowledge of online and electronic bill payment industry, fundamental understanding of merchant services and credit card association rules, regulations and compliance standards
  • Familiarity with PCI DSS Compliance, credit / debit card association regulations, and NACHA rules
  • Familiarity with Salesforce™ or similar CRM
  • Professional designations such as CPP, AAP, PMP
  • Work Environment

    This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones.

    Physical Demands

    Prolonged periods of sitting at a desk and working on a computer. Must be able to lift 15 pounds at times. Must be able to travel.

    Position Type / Expected Hours of Work

    This is a full-time position. Days and hours of work are Monday through Friday, during normal business hours. Occasional evening and weekend work may be required as job duties demand.

    Travel

    Travel may be required up to 20%, however may be greater or less than during certain periods of the year

    Other Duties

    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

    EEO Statement

    Paymentus is an equal opportunity employer. We enthusiastically accept our responsibility to make employment decisions without regard to race, religious creed, color, age, sex, sexual orientation, national origin, ancestry, citizenship status, religion, marital status, disability, military service or veteran status, genetic information, medical condition including medical characteristics, or any other classification protected by applicable federal, state, and local laws and ordinances. Our management is dedicated to ensuring the fulfillment of this policy with respect to hiring, placement, promotion, transfer, demotion, layoff, termination, recruitment advertising, pay, and other forms of compensation, training, and general treatment during employment.

    Reasonable Accommodation

    Paymentus recognizes and supports its obligation to endeavor to accommodate job applicants and employees with known physical or mental disabilities who are able to perform the essential functions of the position, with or without reasonable accommodation. Paymentus will endeavor to provide reasonable accommodations to otherwise qualified job applicants and employees with known physical or mental disabilities, unless doing so would impose an undue hardship on the Company or pose a direct threat of substantial harm to the employee or others.

    An applicant or employee who believes he or she needs a reasonable accommodation of a disability should discuss the need for possible accommodation with the Human Resources Department, or his or her direct supervisor.

    Equal Opportunity Employer

    This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.