Payment Solutions Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in enhancing the payment enablement journey for new VendorPay clients from implementation to early adoption, with an emphasis on expediting the time to first payment and fostering early payment usage.

• Collaborate with the Implementation and Onboarding teams to create a transparent pathway to the first payment and ensure customers progress towards launch.

• Conduct customer education and consultative sessions regarding VendorPay features, payment workflows, and industry best practices.

• Detect and eliminate operational, product, or customer-related obstacles that may hinder a client’s first payment.

• Observe early payment activities and proactively interact with customers to boost transaction volume and adoption.

• Assist clients in achieving payment volume and Virtual Card opportunities identified during the sales and implementation phases.

• Act as a subject matter expert on Virtual Card, ACH, and Check payment workflows.

• Resolve complex payment issues and coordinate with Payment Operations, Product, Engineering, and other teams to ensure swift resolution.

• Set criteria for transitioning launched and ramped customers to ongoing Payment Operations support.

• Analyze implementation trends and create repeatable playbooks, processes, and educational materials.

• Offer customer and operational feedback to Product and Engineering to mitigate implementation friction and enhance the VendorPay experience.

• Utilize data, AI, and automation to boost implementation efficiency, identify adoption opportunities, and scale customer enablement.

⛳️ Requirements

• Over 5 years of experience in payments, fintech, payment operations, SaaS implementation, customer enablement, or a closely related field.

• In-depth knowledge of electronic payment methods, especially ACH and commercial card or Virtual Card payments.

• Proven experience in supporting customer implementations, onboarding, or adoption in a SaaS, fintech, or payments setting.

• Demonstrated capability to guide customers towards measurable milestones and business results.

• Strong customer-facing skills to facilitate meetings, educate clients, overcome challenges, and instill confidence.

• Ability to identify implementation risks and proactively manage issues to resolution.

• Excellent communication and presentation skills, capable of explaining complex payment concepts to both technical and non-technical audiences.

• Experience collaborating across Implementation, Customer Success, Operations, Product, and Engineering teams.

• Analytical mindset utilizing customer and transaction data to uncover adoption gaps and opportunities.

• Highly organized and adept at managing multiple customer implementations and priorities simultaneously.

• Process-oriented mindset with a proven track record of transforming successful methods into repeatable and scalable processes.

• Enthusiasm for leveraging AI and automation to enhance customer implementation and operational efficiency.

🏝️ Benefits

• Performance-based bonus linked to key customer implementation and payment adoption outcomes.

• Comprehensive health, dental, and vision benefits.

• Paid time off and company holidays.

• Retirement benefits.

• Remote work environment.

• Opportunities for professional growth and development.

• Chance to contribute to shaping and scaling how Ottimate implements and enables customers on its expanding payments platform.