Allegiance Merchant Services · 5 months ago
Premier Client Implementation Specialist
Charlotte, NC
Full-time
Onsite
Mid Level
$50K/yr - $50K/yr
3+ years expAllegiance Merchant Services is an industry leading FINTECH company committed to growing businesses through payment technologies. The Premier Client Implementation Specialist will onboard, train, and support new customers, ensuring an exceptional transition into Allegiance's platform while maintaining strong relationships with clients.
FinanceFinancial Services
Responsibilities
Collaborate with Sales Team Members to provide white-glove hand-offs and maintain continuity in client experience
Own the on-boarding experience for newly signed clients, ensuring a smooth and confident transition into Allegiance’s platform
Configure and customize Allegiance’s fintech solutions based on each client’s operational needs, compliance requirements, and business goals
Lead live training sessions for executive teams and operations staff, clearly demonstrating product value and best practices
Deliver high-touch support through the critical first 90 days, acting as the client’s go-to resource for success
Track and document in CRM and support systems to ensure clear visibility and proactive problem-solving
Identify opportunities to streamline on-boarding workflows and contribute to process improvements
Qualification
Required
Proven ability to manage client on-boarding or implementation in a merchant services or related environment
Strong problem-solving skills with a consultative approach to client interactions
Excellent verbal and written communication skills—able to present complex information clearly to executives and end-users alike
Self-starter with exceptional organizational skills and attention to detail
Familiarity with CRM systems and ticketing platforms
Ability to quickly adapt to evolving client needs, product updates, and fast-paced team dynamics
Bachelor's Degree Preferred or Comparable Experience
3+ years of experience in high level sales or customer support role
Exceptional oral and written communication skills
Must possess a good technical aptitude and ability to multi-task
Willingness to grow and expand duties and assist where needed
Strong proficiency in Excel and other data visualization tools
Preferred
Experience working with payment processing, digital banking, compliance platforms, or related fintech products
A passion for delivering standout customer experiences and building long-term relationships
Comfort in a scale-up environment where innovation moves fast and flexibility is key
Benefits
Exceptional Industry Training
Paid vacation, holidays and sick days
FREE health insurance enrollment with opportunity to add family members on day one
401(k) plan
Recession-Proof Industry
Work hard, play hard environment that fosters teamwork
A really cool workplace in the heart of Plaza Midwood
Company
Allegiance Merchant Services
Allegiance Merchant Services is a merchant services company that provides credit card and non-cash payment processing.
Founded in 2009Charlotte, North Carolina, USA
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Abby Brant
Founder and Advisor
Company data provided by crunchbase