Merchant Portfolio Analyst - Implementation Specialist

Job Description

Job Description

Key Responsibilities

• Oversee the implementation of merchant processing solutions from initiation to completion
• Develop and maintain project plans, timelines, and deliverables
• Manage multiple client implementations simultaneously
• Collaborate with internal teams (Sales, Portfolio Management, Integrations, Contracts, Credit, Compliance, Vendors) to drive implementations to completion
• Serve as the primary point of contact for merchant clients during assigned implementation
• Work with internal partners to gather to gather required documentation during intake for client implementations
• Complete and submit of CIMS Implementation Request and Acquiring Solutions Intake form for assigned implementation projects
• Complete and submit all applicable boarding templates and forms, as needed
• Engage required resources as needed to complete tasks for a successful implementation
• Facilitate and attend implementation project meetings, as needed to ensure successful completion of assigned implementation projects
• Track and provide updates on assigned implementation status via implementation item/record creation
• Research, escalate, and resolve issues during implementation to ensure a timely implementation
• Work closely with client and technical resources to troubleshoot and resolve technical issues during implementation
• Perform post-implementation validation (auth/settle/funding/interchange/billing)

Required Skills

• 3+ years Payments and Merchant Payment Processing experience
• Strong business acumen and analytical skills
• In-depth knowledge of merchant services
• Team player with proven ability to interact and collaborate well with others
• Focused on client satisfaction and client experience
• Ability to influence and ensure successful outcomes
• Proven ability research and resolve complex issues
• Ability to work independently with minimal supervision
• Strong organizational skills
• Demonstrated effective communication skills, including written, oral, and presentation skills
• Effective planning, prioritization and time management acumen
• Ability to coach colleagues with less experience and/or knowledge, as necessary
• Proficient in Microsoft Office suite (i.e Outlook, Word, Excel, PowerPoint, and OneNote
• Ability to quickly learn new processes and procedures

Desired Skills

• Previous Project Management experience
• Experience working with cross-functional teams

Skills

• Active Listening
• Critical Thinking
• Customer and Client Focus
• Problem Solving
• Account Management
• Attention to Detail
• Collaboration
• Data Management
• Portfolio Management
• Adaptability
• Learning Delivery
• Oral Communications
• Prioritization
• Written Communications