Description:
The B2B channel is a high growth, high energy environment. As a B2B Integrations Specialist at Fortis, your contributions are critical to our ongoing success.
You will be the primary resource responsible for the installation of new Fortis payment processing accounts within our rapidly growing B2B vertical. These accounts will need to be either directly installed within one of our Fortis proprietary payment plug-ins for the accounting software systems supported by Fortis, or you may be required to assist in the deployment of our Fortis payment processing accounts within a Partner’s software solution.
You will work closely with the B2B Sales and Partner Teams to coordinate these efforts with end-user merchants and to complete and document the successful installation. You will be expected to proactively communicate with internal B2B stakeholders and external Partners, working collaboratively to resolve any obstacles for a successful installation.
You will have strong leadership and operation support and established systems workflow and reporting. You will be responsible for the management and execution of established process workflows including task management, emails, chat, telephone, and call back requests to support successful installations and specialized B2B support as necessary. You will also be responsible for any required research, documentation, and communication of the above issues in an effective, timely and accurate manner.
Candidates in the Vero Beach, FL or Plano, TX areas are preferred and will be offered a hybrid work schedule.
Requirements:
Responsibilities
- Take ownership, accountability, and initiative.
- Conduct Demos to prospective customers to highlight key features and benefits of the payments integration
- Schedule installation of Fortis payment integration software into the customer’s ERP software, managing the installation process from start to finish.
- Manage the merchant installations schedule to ensure installations are completed as scheduled and within established SLAs.
- Act as a Subject Matter Expert for internal teams on ERP software and Fortis payment integration functionality.
- Act as a Subject Matter Expert regarding the functionality of the Fortis payment platform and being able to communicate the functionality of the system effectively to Merchants and Partners.
- Provide customer-facing technical support before, during, and after the Fortis payment integration installation process.
- Take the initiative to use available resources, colleagues, and operations support to answer both basic and complex questions and solve problems for Merchants, Agents, Partners, and internal team members regarding ERP software and Fortis payment integration functionality.
- Collaborate as needed with the internal sales team to schedule and conduct demos of Fortis payments functionality for potential customers.
- Create training and product documentation for both internal and external audiences.
Requirements
- College degree preferred.
- Prior experience working with Microsoft Dynamics Business Central or Finance & Operations
- Prior Experience with the following ERP platforms would be a tremendous asset:
- Acumatica
- NetSuite
- Sage 50, Sage 100, Sage 300, and Sage Intacct, Sage X3
- Other ERP Systems would be beneficial
- Prior experience in a technical support role at a payments company preferred
- Strong analytical and problem-solving skills; Technical savvy
- Effective project and time management skills
- Customer service experience - enjoy providing exceptional service
- Ability to communicate clearly with all customers
- Able to work as a team player and / or individual contributor internally and externally
- Excellent interpersonal skills including communication, active listening, and customer service
- Exceptional at communicating with senior management as well as with colleagues from technical and non-technical backgrounds
PHYSICAL REQUIREMENTS:
- Working Conditions: This is a hybrid position. Call Center/Office environment.
- Physical Activities: Occasional standing, stooping, reaching and lifting up to 25 pounds.
- Physical Demands: Prolonged periods of sitting at a desk, typing on a computer keyboard, and speaking on the telephone. Frequent repetitive motions.
Note: This job description is not an employment agreement or contract. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
