Heartland · 4 months ago
Implementation Specialist I
Heartland is a Global Payments Company that enables the movement of money between buyers and sellers through innovative technology. The Implementation Specialist I will engage with clients post-sale, ensuring a smooth transition to payroll processing and fostering strong relationships throughout the client experience.
Credit CardsPaymentsTransaction Processing
Responsibilities
Drive client engagement by being the single point of contact for the client from post sale through initial payroll processing period before the turnover to the Client Services Team
Develop strong client relationships through care, focus and quality in every step of the client experience
Become an expert in the Heartland Payroll System and support new basic clients with varying levels of sophistication
Compare and contrast the previous payroll system to the Heartland Payroll System to ensure accurate account build and accurate payroll processing
Assist clients to navigate and learn technical aspects and self-service options
Ability to self-direct as circumstances change and priorities shift without micromanagement to support an entrepreneur-spirited work environment
Maintain working knowledge of all compliance and regulatory procedures to ensure new clients conform with operational goals and procedures
Build strong relationships with internal and external partners to achieve top-notch client experience and client retention
Effectively communicate and professionally represent New Client Services and Payroll Operations internally and externally
Qualification
Required
High school diploma or equivalent
1+ years experience in technology, customer-facing role or sales
Computer literate with strong technical aptitude and a drive to learn
Proven ability to manage a portfolio of accounts with prioritization and multitasking abilities
Demonstrates client-centric mentality with empathy, care and high engagement attitude
Ability to successfully operate in an entrepreneurially-spirited work environment
Must have analytical, problem solving and critical thinking skills and comfortable making quality decisions
Strong verbal and written communication and interpersonal skills, with the ability to be personable yet persistent
High personal accountability to meet team and individual metrics
Outstanding organizational and follow up skills
Responsible for other duties or projects as assigned
Preferred
2+ years experience in Operations, Sales Support or client-facing position
Company
Heartland
Heartland is a fintech company offering payment processing services and point of sale systems for businesses and educational institutions.
Funding
Current Stage
Late StageTotal Funding
unknown2025-05-28Acquired
Recent News
2025-06-05
Payments Dive
2025-05-28
2024-06-01
Company data provided by crunchbase