Account Specialist I – SBT

Join Fintech SBT in Beverly, Massachusetts as an Account Specialist!

The Account Specialist position encompasses a unique combination of customer support, problem-solving, financial operations support, technical assistance, and other functions key to our company’s philosophy of providing excellent client service. The Account Specialist serves as the primary client contact and proactively manages client relationships by ensuring clients understand and utilize the full array of products and services provided by Fintech.

Essential Functions:

• Ensure all client inquiries are responded to appropriately and on a timely basis
• Timely processing of files and changes requested.
• Obtain and evaluate all relevant information to handle product and service inquiries.
• Maintain knowledge of Fintech policies, products, services, and internal procedures
• Educate clients on the Fintech SBT portal and processes
• Formulate recommendations for system enhancements and process improvements to increase efficiencies with customer support department and client end-user experience.
• Assist with updating SOPs and creating training documentation for internal and external use
• Keep management apprised of critical client situations
• Promote positive interactions with all Fintech business units
• Ensure positive client experience through high quality service both written and verbal
• Respond to and resolve complex issues through incident recognition, research and resolution
• Capture client information on inbound requests and ensure client issues are documented and escalated appropriately as the situation warrants
• Ongoing account maintenance as required
• Adhere to department standard for Zendesk case assignments and closures
• Other tasks as assigned

Qualifications:

• 1-3 years client service experience
• Positive Interpersonal skills
• Excellent verbal and written communication skills
• People-oriented and client-focused
• Problem analysis and problem-solving
• Solution knowledge
• Detail-oriented
• Exceptional organizational skills and the ability to prioritize assignments
• Ability to produce results quickly
• Motivated, independent, able to work under pressure and meet deadlines
• Must be fluent Windows user with a basic understanding of database operation
• Proficiency in several different software applications (i.e. Word, Excel, PowerPoint, Outlook)
• Experience in helpdesk or ticketing system a plus
•  Detail-oriented with excellent organizational skills

Our Benefits:

• Employer Matched 401K 
• Company Paid Medical Insurance Option for Employee and Dependent Children
• Company Paid Dental Insurance for Employee
• Company Paid Vision Insurance for Employee
• Company Paid Long and Short-Term Disability
• Company Paid Life and AD&D Insurance
• 18 Paid Vacation Days a Year
• Six Paid Holidays
• Employee Recognition Programs
• Incentive Compensation
• Business Casual Dress Code

SBT Account Specialist Range: $48,000 - $52,000 annually, depending on experience.

Fintech SBT (formerly Nexxus Group) is a division of Financial Information Technologies, LLC, (“Fintech”) a leading business solutions provider for the hospitality and retail industries.  Fintech SBT is a leader in the scan-based trading segment of on-site retail.  Retailers use scan-based trading when they require their suppliers to consign merchandise into their stores.  Fintech SBT manages the retailer/supplier price book (the record of what retailers must pay their suppliers when merchandise is sold at retail).  When a customer purchases the product at retail, the sales record is sent to Fintech SBT (most daily, some weekly).  This information is integrated with the price book to determine the amount owed by the retailer and to the supplier.  Fintech SBT creates invoices to retailers, receives payments from the retailers and then makes payments to the suppliers. 

Fintech is a Drug-Free Workplace. Fintech is an Equal Opportunity Employer that does not discriminate on the basis of actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. Fintech’s management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, access to facilities and programs and general treatment during employment. We E-Verify.

Salary : $48,000 - $52,000