Boarding Specialist I

Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 million companies, more than 1,300 financial institutions and over 600 million cardholders grow with confidence and achieve amazing results. We are driven by our passion for success and we are proud to deliver best-in-class payment technology and software solutions. Join our dynamic team and make your mark on the payments technology landscape of tomorrow.

A Boarding Specialist I is responsible for navigating the application process and assisting in solving customer issues during the onboarding process, providing data and guidance to the sales team to help assist in accelerating the onboarding process, and analyzing Partner and Underwriting Hold trends. They partner with Relationship Managers and Sales Reps (ISCs), stay updated on new product launches, CRM updates, and suggest sales process improvements. Their primary focus is to support the sales team and enhance the onboarding experience.

Responsibilities:

• Maintain multiple databases by entering new and updated customer and account information

• Obtain and prepare source data for entry by compiling customer and account information

• Maintain data entry requirements by following data program techniques and procedures

• Verify entered customer and account data by reviewing, correcting, deleting, or reentering data

• Resolve account deficiencies by corresponding with customer to obtain additional information

• Maintain sales operations by following policies and procedures and reporting needed changes

• Maintain customer confidence and protect sales/operations by keeping information confidential

• Combine and correct account data from multiple systems when information is incorrect or incomplete

• Become application process/customer onboarding subject matter expert for the sales organization

• Provide clear, concise, and professional communication with customers via inbound and outbound phone calls as well as email

• Consistently provide on-time outbound calls according to established schedule

• Demonstrate the ability to provide a good customer experience by taking ownership of your workload and providing updates to your customer(s) throughout the entire onboarding process

• Keep a positive attitude and strive to achieve and retain a collaborative environment with internal customers

• Other tasks as assigned by management

Skills:

• Professional and clear communication skills - verbal and written

• Ability to quickly learn and adapt to changing technology and priorities

• Strong ability to analyze information and use logic, reasoning, and decision making skills

• Ability to multitask

• Self-starter, well-organized, strong attention to detail and thoroughness, and strong problem-solving abilities

• Ability to work effectively on a team, independently, and collaborate with other departments

• Proficient computer skills with quick typing abilities with accuracy

• Organization skills

Qualifications:

• High School Diploma or equivalent

• 5+ years of proven work experience as a sales support associate and/or data entry specialist

• Hands on experience with CRM Systems

• Proficiency with Google Suites, DocuSign, and MS Excel

• In-depth understanding of sales principals and customer service practices

• Excellent communication skills

• Analytical and multi-tasking skills

• Ability to accurately type 50+ words per minute

• Ability to quickly switch your focus

• Teamwork and motivational skills

Benefits:
Global Payments offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: https://jobs.globalpayments.com/en/why-global-payments/benefits/

Global Payments Inc. is an equal opportunity employer. Global Payments provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. If you wish to request reasonable accommodations related to applying for employment or provide feedback about the accessibility of this website, please contact jobs@globalpay.com.