- Support and adapt the execution of new processes, focusing on pace and customer experience
- Provide proactive support and guidance to the sales team and merchants during onboarding
- Find creative solutions that meet clients' needs while adhering to company policies
- Respond to inbound Sales requests about onboarding and existing client profile reviews
- Maintain accurate and up-to-date documentation related to deal structures and contracts
- Create and review customer agreements and contracts
- Build and maintain relationships with Sales, Customer Onboarding, Legal, Risk, Finance, and other internal stakeholders
- Manage multiple internal stakeholders while delivering exceptional service
- Support onboarding of new colleagues
- Deliver projects that improve and streamline deal management processes
Requirements
- Very detailed oriented
- Comfort with AI
- Fluent English
- Excellent customer service, customer-facing, and problem-solving skills
- Self-starter who can work independently with minimal supervision
- Fast learner and motivated by new challenges
- Humble and hungry to learn
- Able to work under pressure, multi-task, and consistently meet tight deadlines
- Superb communication skills and ability to interact with multidisciplinary senior stakeholders
- Familiarity with the payment processing industry and regulations is a plus
- Experience using Salesforce is a plus
Core Competencies
Demonstrates strong customer service and problem-solving skills while managing relationships with internal stakeholders. Proficient in onboarding processes and documentation management, with a focus on improving deal management efficiency.
Highest-signal resume keywords
- Customer Service
- Problem-Solving
- Salesforce Experience
- Payment Processing Familiarity
- Stakeholder Management
ATS Optimization Keywords
Hard Skills
- Documentation Management
- Contract Creation
- Deal Structure Analysis
- Process Improvement
- Onboarding Support
Soft Skills
- Detail Oriented
- Self-Starter
- Fast Learner
- Excellent Communication
- Ability to Work Under Pressure
Industry Keywords
- Payment Processing Industry
- Regulations
- Customer Onboarding
- Sales Support
- Multidisciplinary Interaction
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Deal Management Specialist employer: Jobtailor
As a Client Services Coordinator at our dynamic company, you will thrive in a supportive work culture that prioritises employee growth and development. We offer comprehensive training, opportunities for advancement, and a collaborative environment where your contributions are valued. Located in a vibrant area, our team enjoys a healthy work-life balance and the chance to engage with diverse clients, making every day rewarding and meaningful.