Patterson Companies, Inc. · 1 day ago
Merchant Success Manager
Patterson Companies, Inc. is a company that values a people-first culture and is dedicated to professional growth. The Merchant Success Manager acts as the primary liaison and advisor for merchants using the Merchant Services platform, ensuring smooth onboarding and operational compliance.
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
Required
Bachelor's Degree or equivalent education and/or experience
2 years experience in account management, relationship management, or customer service
Proven ability to communicate confidently with business owners and C-suite decision makers
Strong understanding of card-present and card-not-present payment environments, funding timelines, and chargeback workflows
Exceptional analytical and problem-solving skills with attention to financial accuracy
Proficiency in CRM and case-management tools (experience with Zoho suite of tools preferred.)
Familiarity with merchant onboarding, KYC verification, and risk monitoring
Knowledge of payment gateways, POS hardware, and SaaS integrations
Advanced Excel or data-reconciliation skills
Preferred
3 years experience in payment processing, merchant services, or FinTech support
Benefits
Full Medical, Dental, and Vision benefits and an integrated Wellness Program
401(k) Match Retirement Savings Plan
Paid Time Off (PTO)
Holiday Pay & Floating Holidays
Volunteer Time Off (VTO)
Educational Assistance Program
Full Paid Parental and Adoption Leave
LifeWorks (Employee Assistance Program)
Patterson Perks Program
Company
Patterson Companies, Inc.
Patterson strengthens the oral and animal health markets in North America and the United Kingdom.
Funding
Current Stage
Public CompanyTotal Funding
unknown2024-12-11Acquired
1992-11-06IPO
Leadership Team
Recent News
GlobeNewswire
2026-01-16
Morningstar.com
2026-01-07
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