Account Specialist

Client Summary:Our client builds financial technology for real life. Their technology eases the stress of paying for life’s expenses by giving people more options on how and when they pay. They offer a next-generation, no-fee credit card that can be managed through a powerful mobile app, as well as a point-of-sale payment option available at more than 25,000 service locations, including 1 in 2 auto dealerships, optical practices, dentist offices, veterinary clinics, and specialty healthcare services. By introducing a flexible way to pay over time, we are proud of our ability to lift up service providers and retailers while helping consumers when necessary expenses arise... regardless of whether they were expected or unexpected.Included on the 2022 Inc. 5000 list, a Most Loved Workplace®, Best Point of Sale Company, and as a Top Fintech Startup by CB Insights!With proven product to market fit and rapid success across thousands of merchants and millions of customers, we are expanding its Account Management team. This is a unique opportunity to join a high-performance, high-growth company that’s redefining how patients pay for care—and helping providers deliver more of it.The Role:We are looking for a self-motivated, outgoing individual to join the Remote Activations Team. The Account Specialist will join our fast-growing team and manage SMB accounts (focusing on single stores). This role plays a key part in onboarding single stores and groups for activation day, conducting onboardings, training, and managing accounts within their first 30 days post-activation. The goal is to promote maximum usage of the product while supporting company growth (activations). What You’ll Own:Execute day-to-day responsibilities associated with Remote Activation AccountsMeet weekly and monthly activation and usage targets as designated by the leadership teamManage onboarding and activation for single store locationsReview account performance and revenue data; develop and implement strategies to increase usage and ROIIdentify gaps within processes and resolve them efficiently and in a timely mannerEnsure compliance with company standards and proceduresTake on variable, rotating duties as assignedRequirementsWhat You'll Bring:Excellent verbal & written communication and facilitation skillsExperience in leading and training accountsStrong interpersonal skills and a proven ability to work collaboratively with others Intelligent, go getter, ambitious, self-motivated individual who is hungry for successHighly efficient and organizedProven experience in putting together business plans and data analysisProficient in Google Suite and SalesforceSales experience a plusThe Perks:Mission driven + empowered + collaborativeCompetitive pay and stock optionsUnlimited PTOHealth Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Maternity LeaveNewly added HSA and Pet Insurance401K Plan with MatchingCell Phone StipendCasual DressTeam based strategic planning + Team owned deliverablesCultural Competencies for Success:Serve others before self - Service oriented mindsetOwn the impact - Maintain and build our relationships with our teamsConnect genuinely - Be a proud ambassadorAct fast - Respond to internal team members in a timely mannerInclude always - Work closely with team and actively welcome peers within the organizationInnovate for good - Help our current and prospective merchants utilize our innovative technology to help patients and customers alike