*This post was created on behalf of one of Bravado’s clients.
Our client is is a global technology company dedicated to revolutionizing the way people and businesses move and manage money across borders. By offering minimal fees, maximum convenience, and rapid transactions, Wise aims to simplify international financial interactions.
The platform is designed to help individuals and businesses send money to other countries, spend abroad, and handle international payments efficiently. With a focus on transparency and cost-effectiveness, Wise is committed to making cross-border financial activities easier and more affordable, empowering users worldwide to save time and money.
Location: United States of America
Responsibilities:
- Act as the primary point of contact for assigned clients, focusing on their payment-related needs. Build and maintain strong, long-term relationships with clients to foster trust and loyalty. Provide regular updates, insights, and solutions to improve client satisfaction.
- Oversee and manage the processing of payments to ensure accuracy and timeliness. Troubleshoot and resolve issues related to payment delays, errors, or technical challenges.
- Identify opportunities to enhance clients’ payment processes or expand their use of company services. Offer guidance on best practices and recommend tailored solutions to support business goals.
- Upsell or cross-sell additional payment products or services. Monitor payment activity and analyze data to identify trends, inefficiencies, or potential risks.
- Prepare reports on account performance and present findings to clients or internal stakeholders. Use insights to recommend actionable improvements in payment systems or processes.
- Ensure all payment processes adhere to relevant regulations, policies, and industry standards. Monitor for suspicious activities or anomalies to mitigate fraud or compliance risks.
- Educate clients about compliance requirements and support them in meeting obligations. Work closely with sales, technical, and customer support teams to deliver seamless service.
- Act as a liaison between clients and internal departments to address complex payment needs. Share client feedback with product teams to inform improvements or new features.
- Proactively identify and resolve potential issues before they escalate. Handle escalations promptly, ensuring timely resolution and effective communication with clients.
- Stay updated on industry trends, emerging technologies, and payment regulations. Develop expertise in the company’s payment platforms, tools, and services.
Qualifications:
- Bachelor’s degree in finance, business administration, accounting, economics, or a related field. Advanced degrees (e.g., MBA) are a plus but not always required.
- 3–5 years of experience in account management, payment processing, client relationship management, or a related role. Experience in the financial services or payments industry is highly preferred.
- Familiarity with international payment systems, regulations, and compliance requirements is advantageous. Strong understanding of payment processing systems, banking operations, or financial technology platforms.
- Proficiency in data analysis tools (e.g., Excel, Tableau) and CRM systems (e.g., Salesforce). Knowledge of payment gateways, APIs, and cross-border payment systems is a plus.
- Strong interpersonal skills to build and maintain client relationships. Ability to understand client needs and provide tailored payment solutions.
- Aptitude for troubleshooting and resolving payment-related issues. Analytical mindset to identify trends, inefficiencies, and risks in payment processes.
- Excellent verbal and written communication skills for client interactions and internal reporting. Proficiency in presenting data, reports, and payment solutions clearly and professionally.
- Ability to handle multiple accounts and prioritize tasks effectively. Skilled at meeting deadlines in a fast-paced environment.
- Experience working with cross-functional teams, including sales, product, and technical support. Willingness to collaborate with internal stakeholders to meet client expectations.
- Familiarity with global and regional payment regulations (e.g., PCI DSS, AML, GDPR). Basic knowledge of financial risk management and fraud prevention.
- Goal-oriented and self-motivated with a client-first approach. Adaptable and able to thrive in dynamic, fast-paced environments. Detail-oriented with a focus on accuracy and efficiency.
- Relevant certifications, such as Certified Payments Professional (CPP), Certified Treasury Professional (CTP), or similar, can be a significant advantage.
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