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Patterson Companies, Inc. · 3 days ago

Merchant Success Manager

Dallas, TX

Full-time

Hybrid

Entry, Mid Level

$68K/yr - $89K/yr

2+ years exp

Patterson Companies, Inc. is a partner that cares about your success, valuing the diverse talents of its employees. The Merchant Success Manager acts as a primary liaison for merchants using the Merchant Services platform, ensuring smooth onboarding and sustained growth through technical support and account management.

Health CareMedical DeviceVeterinary

Responsibilities

Serve as the main point of contact for assigned merchants, including direct communication with business owners and executives

Educate merchants on payment lifecycle processes, funding schedules, chargeback prevention, and compliance obligations

Troubleshoot Tier 1 issues involving gateways, terminals, API integrations, and settlement discrepancies in coordination with technical teams

Guide merchants through onboarding, underwriting documentation, and funding setup

Monitor merchant performance, proactively identifying risks or optimization opportunities

Collaborate cross-functionally with Sales, Risk, Underwriting, and Technical Support teams to ensure seamless service delivery

Maintain detailed records of merchant interactions, resolutions, and operational notes within CRM and ticketing systems

Contribute to training guides, documentation, and merchant resources

Represent merchant feedback to internal stakeholders to inform product and process improvements

Comply with Company and department policies and standards; performs other duties as assigned

Qualification

Payment processing experienceAccount management experienceCRM proficiencyAnalytical skillsBilingual in EnglishSpanishPayment gatewaysKYC verificationAdvanced Excel skillsCommunication skillsProblem-solving skills