What are the responsibilities and job description for the Certified Payment Specialist position at Easy Pay Direct?
Certified Payment Specialist
Salary range of $70,000-$75,000 Incentives Benefits
Overview
We are seeking a results-driven Certified Payment Specialist to enhance client onboarding, profitable growth of accounts, and client management. In this role, you will onboard qualified merchants, work with underwriters, help new clients go live, ensure effective product utilization, and maintain long-term relationships to drive account retention and growth
What It Means to Be a Certified Payment Specialist
As a Certified Payment Specialist, you will join a uniquely trained team that navigates the complexities of merchant services, especially in high-risk environments. You will gain valuable experience with diverse business models, marketing strategies, and technical solutions, allowing you to understand enterprise-level payment structures. We will support your growth through comprehensive research, case studies, and training on cutting-edge technologies, ensuring you can apply this knowledge effectively.
Your persistence and commitment to serving all stakeholders will make you a valuable asset to the Easy Pay Direct team, propelling you toward success.
Key Responsibilities:
- Merchant Onboarding: Manage verification calls, guide merchants through onboarding, verify documents, and create personalized 12-month Payment Strategies for new clients.
- Liaising with Underwriters: Work on behalf of merchants with underwriters for approving new accounts and managing existing ones
- Cross Collaboration: Connect and nurture relationships with prospects, clients, underwriters, and support staff to enhance teamwork and drive success.
- Strategic Planning: Process applications, establish rapport, set expectations for transaction volume and banking diversification, and respond proactively to risk issues.
- Efficiency Focus: End-goal oriented, with the ability to accomplish tasks in the fewest steps possible—aiming for one-call closes and collecting all necessary documents and information in a single interaction to maximize efficiency
- Account Performance: Monitor account statistics according to the Payment Strategy, including chargebacks and declines.
- Account Management: Follow up on Payment Strategy milestones and maximize MID utilization within the EPD footprint.
- Account Retention: Conduct salvage efforts for closed accounts and assist in sourcing alternative processors as needed.
- Outbound Sales Calls: Conduct outbound sales calls to engage potential merchants and drive new business opportunities.
- Referral Pipeline: Build and nurture a referral pipeline to attract additional business and expand the client base.
Support and Activities:
- Engage in active learning through training and mentoring to improve personal effectiveness, ongoing self development as well as that of the CPS team and the company.
- Participate in delivering training and providing constructive input to peers.
- Contribute to projects aimed at enhancing the effectiveness of sales, the CPS group, and the company, including providing feedback on SOPs and supporting initiatives to improve closure rates.
Minimum Requirements:
- At least 2-3 years of “HIGH RISK” merchant services experience
- At least 2 years of sales or consulting experience
- Underwriting experience a PLUS in this role
- A proven track record with High-Risk business types
- Excellent communication skills – written and verbal
- Tech-savvy – in-depth experience with CRMs and industry systems
- Remote option, Not required, but ideally looking to hire someone interested in relocating to Austin TX HQ.
Preferred Skills:
- Systems Oriented
- Attention To Detail
- Quick Thinker
- Risk Management
- Sales Support
- Underwriting
Benefits:
- Health & Dental Insurance
- 401(K) with company match
- A downtown office stocked with snacks
- Unlimited upward potential
- Weekly Company Happy Hours
- Company Sponsored Social Events
About Easy Pay Direct:
Easy Pay Direct is a leading e-commerce payments company, enabling entrepreneurs to sell products online.
Easy Pay Direct was founded in 2012 by an Entrepreneur who understands the growing demand of e-commerce, with the vision to build a scalable, powerful online business.Located in the heart of Austin, Texas, in the midst of several restaurants, bars, coffee shops and food trucks.
Salary : $70,000 - $75,000