At a Glance
- Tasks: Oversee onboarding and support for Windcave merchant services customers.
- Company: Join Windcave, a global leader in payment technology with a vibrant team culture.
- Benefits: Competitive salary, hybrid work, career development, and unlimited snacks!
- Other info: Diverse and inclusive workplace with excellent progression opportunities.
- Why this job: Shape the future of payments while building strong relationships with merchants.
- Qualifications: Bachelor's degree and 1-3 years in customer service or merchant services.
The predicted salary is between 27000 - 33000 £ per year.
The Company
Windcave is a global leader in payment technology, offering a unified platform that consolidates all payment solutions into a seamless ecosystem.
Operation in 42 countries with offices in 13 locations, we process billions of transactions annually, providing businesses with a comprehensive payment solution through a single provider.
Our team of over 450 professionals supports more than 57,000 merchant locations globally, driving innovation and ensuring scalability in a fast-paced, tech-driven environment.
Join us to shape the future of global payments and experience the cutting edge of financial technology.
Position Objective
The role of the Customer Management Specialist is to oversee the onboarding, change of ownership, and cancellation processes for Windcave merchant services customers, while also providing ongoing support to ensure a positive customer experience.
Key Responsibilities
- Facilitate the onboarding process by working closely with merchants, sales, and all relevant stakeholders.
- Ensure all required documents are collected from merchants and that all internal correspondence is coordinated by the CMU team.
- Manage the end-to-end merchant onboarding process in a timely manner, collaborating with cross-functional teams as needed.
- Handle cancellations when devices are returned by merchants, and ensure associated services are properly deactivated.
- Update merchant details (e. g., statement lists, contact information) on Payline as requested by merchants.
- Manage the change of ownership process for outgoing and incoming merchants, liaising with the sales and acquiring product teams where necessary.
- Work with the Compliance team to obtain AML/KYC information for application processing.
- Coordinate with the Technical Support team to resolve customer queries.
- Provide excellent customer service and foster strong relationships by investigating and resolving queries related to merchant services.
What We're Looking For
- Bachelor's degree in similar field.
- An accounting certificate/qualification would be an advantage.
- 1-3 years of proven experience in a banking credit/merchant services or relevant role
- Previous customer service experience
- Proficient in using Microsoft Office tools, including Excel, Word, and Power Point, to support a variety of tasks.
- Skilled in analysing data, identifying patterns, and solving problems effectively.
- Quick to learn and adapt to new concepts, particularly in cards, payments, and fintech environments.
- Understands payment card products and services and how they align with customer needs.
- Has a foundational understanding of sales principles, including identifying customer needs and recommending appropriate solutions.
- Communicates ideas and feedback clearly and effectively through both verbal and written channels.
- Builds strong, collaborative relationships across cross-functional teams.
- Responds promptly and professionally to customer inquiries via phone and email to ensure satisfaction.
- Highly organized, with strong task prioritization skills and the ability to meet tight deadlines efficiently.
- Why Windcave
We are one of the leading player in the Fin-Tech industry, but more than that, we are a brilliant place to work.
Our Team is at the center of what we do.
As such, we constantly look for ways to make you comfortable and support your wellbeing and development.
We offer career development opportunities and a vast room for progression in your role or the opportunity to diverge into other roles in the future if you so wish.
Culture and Benefits
- Competitive base salary
- Team building social activities throughout the year
- Unlimited daily support of snacks and beverages when you work from the office
- Pension plan
- Excellent internal progression opportunities
- Performance based rewards
- Hybrid working - 3 days a week in the office (Monday, Tuesday and Friday)
- Diversity and Inclusion
We recognise the importance of equal representation and believe that there is a place for everyone at Windcave.
We actively seek to ensure that candidates and employees of difference race, gender, sexual orientation and religion are given room to shine.
Recruitment Process
We review applications on an individual basis.
If you seem like a good fit, we will arrange an initial phone call.
If the initial call was a success we will settle on a date and time that works for you best and invite you for a virtual interview.
If successful you will be invited into our office to meet the team, this is an opportunity for you to see if you would love to work with us and for us to see if you could become a part of the team.
We value open and honest conversations and are committed to making you feel as comfortable as can be throughout the entire process.
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Customer Management Specialist (Onboarding) employer: Windcave
Windcave is an exceptional employer, offering a dynamic work culture that fosters innovation and collaboration among its diverse team of professionals. With clear career progression opportunities and a commitment to employee growth, you will thrive in a supportive environment while working on cutting-edge payment technology solutions. Enjoy the benefits of hybrid working, regular team events, and a focus on diversity and inclusion as you contribute to shaping the future of global payments.
StudySmarter Expert Advice🤫
We think this is how you could land Customer Management Specialist (Onboarding)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Windcave. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Customer Management Specialist (Onboarding)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Windcave.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Windcave's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Windcave
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Windcave.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Windcave will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Windcave employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
