Job Description

ESSENTIAL JOB FUNCTIONS:
?       Assigned high volume, high complexity implementations involving a technical
implementation
?       Function as the critical first contact for customers choosing to use CPX.
?       Responsible for new account setup, implementation, training and initial support.
?       Leverage cross-functional areas between credit, integration, process support, and tech
support for the swift approval and set-up of new accounts.
?       Create and develop Customer Solutions/Implementation Plans based on products services
sold and customer needs assessment.
?       Create and develop training materials relative to customer’s needs.
?       Track new account first usage and rejects; provide feedback to customer and sales
representatives as needed.
?       Lead implementation kick-off calls with sales
?       Assist sales representatives with questions pertaining to products, functionality and service
specifics as well as demonstrations/sales presentations. 
?       Proactively review the account implementation process and offer suggestions for
improvement to achieve highest level of productivity/efficiency/customer satisfaction.
?       Assist in the updating our materials to keep them current with new processes, procedures,
etc.
?       Additional duties and projects as assigned.
?       Ability to prioritize work and multi task
?       Consistently meet SLA’s with each stage of the implementation process
?       Track implementation steps in Salesforce
?       Revenue generation from implemented customers
?       Regular reliable attendance and punctuality are essential functions of this job
? Comply with and enforce company policies and procedures
? Other duties as assigned
3. GENERAL QUALIFICATION STANDARDS:
?       Strong project management skills
?       Ability to read, understand, and work with APIs, files, and customers data sets
?       Proficiency of PCs- Microsoft Office basics (Word/Excel/PowerPoint)
?       Strong presentation and organizational skills.
?       Strong interpersonal skills and ability to connect with a diverse customer and employee
population
?       Self-driven, motivated, and must have the ability to manage a fast-paced, result orientated

environment
?       Exceptional communication and time management skills.
?       Strong attention to detail, problem solving skills and multi-tasking capabilities.
?       Possible travel required to assist sales with presentations, demonstrations, and on-site
implementation  (Travel volume based on customer need and Implementation resources)
?       A team player with high energy
 
EDUCATION AND EXPERIENCE
?       Bachelor’s Degree preferred or equivalent Industry experience
?       4+ years’ experience in customer service, account management, billing card industry, sales,
or relevant card industry experience.
?       Project management experience desired
Traditional Physical Requirements
? Requires prolonged sitting.
? Requires ability to work in open concept office team environment where other team members are
interacting.
? Ability to work until the necessary tasks are completed.