Easy Pay Direct · 5 months ago
Certified Payment Specialist
United States
Full-time
Remote
Mid Level
$70K/yr - $75K/yrEasy Pay Direct is a leading e-commerce payments company, enabling entrepreneurs to sell products online. They are seeking a results-driven Certified Payment Specialist to enhance client onboarding, manage accounts, and ensure effective product utilization for high-value merchants.
Financial ServicesPaymentsSmall and Medium Businesses
Responsibilities
Merchant Onboarding: Guide verification calls, guide merchants through the onboarding process, verify documents, and create personalized 12-month Payment Strategies for new clients
Liaising with Underwriters: Act as a primary point of contact between merchants and underwriters, facilitating new account approvals and managing existing assigned accounts
Cross Collaboration: Build and maintain strong relationships with prospects, clients, underwriters, and internal support staff to enhance teamwork and drive success
Strategic Planning: Process applications, establish rapport, set expectations for transaction volume and banking diversification, and proactively address risk issues
Efficiency Focus: End-goal oriented, with the ability to accomplish tasks in the fewest steps possible—aiming for one-call closes and collecting all necessary documents and information in a single interaction to maximize efficiency
Account Performance: Track key merchant account metrics, including chargebacks and declines, ensuring alignment with the Payment Strategy
Account Management: Follow up on Payment Strategy milestones and maximize MID utilization within the EPD footprint
Account Retention: Conduct salvage efforts for closed accounts and assist in sourcing alternative processors as needed
Referral Pipeline: Build and nurture a referral pipeline to attract additional business and expand the client base
Support and Activities: Engage in active learning through training and mentoring to improve personal effectiveness, ongoing self-development as well as that of the CPS team and the company
Participate in delivering training and providing constructive input to peers
Contribute to projects aimed at enhancing the effectiveness of sales, the CPS group, and the company, including providing feedback on SOPs and supporting initiatives to improve closure rates
Qualification
Required
Prior experience in 'High-Risk' merchant services needed
Prior experience managing a dedicated book of high-value merchants a plus
Underwriting experience is a plus
Proven track record working with High-Risk businesses
Excellent communication skills – written and verbal
Tech-savvy – in-depth experience with CRMs and industry systems
Preferred
Risk Management
Sales Support
Underwriting
Systems Oriented
Attention To Detail
Quick Thinker
Benefits
Health & Dental Insurance
401(K) with company match
Unlimited upward potential
Company
Easy Pay Direct
Easy Pay Direct making online payments easy, safe and pretty much awesome.
Founded in 2006
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Brad Weimert
Founder
Company data provided by crunchbase