What are the responsibilities and job description for the Partner Success Specialist position at BASYS Processing?
Grow with a team that leads with service and builds with purpose.
At Basys, we believe success is built on relationships, not transactions. We collaborate, solve challenges head-on and raise the bar for ourselves and each other every day. If youre energized by meaningful work and motivated to make a real impact, youll feel right at home here.
We personalize payments and elevate service so our clients can grow with confidence. And were building a company where innovation, care and accountability shape how we work: together.
Summary
We are looking for a proactive and adaptable Partner Support Specialist to join our team. In this role, you will play a key support role to the Partner Support Managers (PSM), collaborating across multiple departments to ensure seamless operations. You will help maintain a positive work environment by consistently aligning with our organizations mission, vision, and values. This position is an excellent opportunity for someone eager to develop a wide range of skills, with the potential to transition into a full Partner Support Manager role as growth opportunities arise. The ideal candidate will be highly organized, resourceful, and enthusiastic about taking on new challenges to contribute to the success of our partner management initiatives.
Duties & Responsibilities
Essential Functions
- Provide administrative support to partner support managers, demonstrating initiative and flexibility to actively participate and contribute in various areas.
- Collaborate with internal departments using written and verbal communication to meet partner/team needs.
- Assist PSM team in the execution of Conversions when they arise.
- Coordinates day-to-day office operations such as maintaining records and documents, researching and compiling information for and preparing reports, aiding partner support managers with partner visits.
- Assist in managing Finance requests such as loss cases and determining if 100% billing to partner is necessary, distribution of invoices to partners, collection and distribution of W-9 forms to partners.
- Take ownership of smaller projects to support the overall PSM function, helping to free up higher-level strategic tasks for PSMs.
- Regularly review and update partner facing materials including but not limited to Partner Campus, Partner Newsletter and Basys University.
Additional Responsibilities
- Assist PSM Lead with projects of various complexity, using administrative skills to plan, coordinate, and follow up with contributors and follow through to completion.
- Joins partner calls with PSM as needed.
- Coordinates and relays information throughout multiple departments as needed.
- Performs and resolves task within given SLA.
- Interfaces with employees at all levels as well as external customers, representing the company professionally at all times
- Will be responsible for learning and understanding other departments at Basys
- Completes other assigned duties as requested.
Requirements
- This role is eligible for a hybrid schedule. Up to one day per week may be worked remotely in accordance with the telecommuting policy.
- Strong interpersonal skills, conducive to team development
- World Class problem-solving skills
- Exceptional analytical skills for analyzing client data
- Time management and multitasking skills in order to handle multiple tasks at once
- Strong organizational skills and attention to detail
- Strong written and verbal communication skills
Education & Experience
- Bachelor's degree in business administration, accounting, marketing or other related fields is preferred
- A minimum of 2 years of experience in a financial institution, customer service, or other related fields is required.
- Strong communication skills required
- Proficiency in Microsoft Office suite, CRM
Basys provides technology and payment integration solutions for businesses across the country and Canada. We treat our team, clients, and vendors like people, not numbers. Basys is proud to maintain the industry leading Net Promotor Score and a 90% customer retention rate of clients that continue to process, in an industry where retention rates often average closer to 70 to 75%. We feel that this is a perfect example of how our customer-oriented business model sets us apart.
Basys is an equal opportunity employer.