Client Advocate jobs in United States
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Heartland · 15 hours ago

Client Advocate

Global Payments is a leading company in payment technology solutions, seeking a Client Advocate to enhance client success through relationship management. The role involves proactive engagement with clients, addressing their needs, and ensuring positive business outcomes while supporting the integrated solutions offered by the company.

Credit CardsPaymentsTransaction Processing

Responsibilities

Use of various CRMs -Salesforce, Netsuite, etc., internal tools and programs to help aid our clients and their accounts
Resolution may involve investigation into client’s support history or needs analysis based on client’s business needs
Report on client interactions to drive key learnings for management and the company
Proactively engage these clients via phone and email to drive the value of our service and solutions directly to the success of their business
Maintain relationships with prior clients to help service their accounts when necessary
Address escalations that impact the client continuing to work with the company
Responding to NPS feedback to effectively resolve client concerns
Reaching out to new accounts to train and educate on the complexities integrated processing
Have value driven and relationship building conversations with clients while addressing pricing needs
Work together with Client Care and Pricing Analysis teams to address pricing requests through proactive efforts
Negotiate with clients to establish a pricing plan both our company and their business can successfully continue with
Educate and answer client questions in regards to pricing structures, rates, fees, interchange, and statements
Negotiate contract extensions when pricing adjustments are need through the use of Addendums
Effective handling of at-risk client escalations shared through our mutual business Partner relationships
Assist Business Partners with focused campaigns to enhance Client Experience and attrition efforts
Responds to inbound IM, phone and email inquiries from internal departments, clients and partners regarding the use of Global Payments Integrated products and services
Acts as central point of contact to high-profile clients, as needed
Maintain ongoing client relationships and account management as needed

Qualification

Customer ServiceAccount ManagementSalesforceNetsuiteExcelOrganizationAnalytical AbilitiesLearn TechnologiesGSuiteMicrosoftLeadershipDetail-orientedCommunication SkillsSelf Starter

Required

1+ years of Customer Service experience
Strong organization and analytical abilities
Detail-oriented
Ability to learn new technologies
Strong leadership skills
Self starter
Highly articulate in phone and email communication
Able to meet standard key performance indicators and service level agreement standards

Preferred

Bachelor's Degree
1+ Year in the Credit Card Industry
1+ years of account management or sales

Benefits

Eligible for the US Merchant Operations bonus award program

Company

Heartland

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Heartland is a fintech company offering payment processing services and point of sale systems for businesses and educational institutions.

Funding

Current Stage
Late Stage
Total Funding
unknown
2025-05-28Acquired

Leadership Team

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Asif Bhagat, PharmD
ISO Partner
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Becky Chapin
Client Partner
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Company data provided by crunchbase