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Client Services Specialist

EVO Partner Relations | Portland, ME | Full Time

Job Description

Position Summary:  The Partner Specialist is responsible for the implementation, setup and maintenance of PowerPay’s Agents and VAR/Partners.


Essential Job Functions: 

• Manage the Partner Operations line (both phone and email) to assist agents/partners with questions and direct them to a Relationship Manager if applicable.

• Review partner paperwork and request necessary adjustments and documents from Relationship Manager/Business Developer; collect and upload completed paperwork and set up agents/partners in PowerPay’s systems, including creation of payout structure, setting up email access, portal access, creating referral pages, placing business card orders, and issuing welcome emails.

• Maintain and continually update agent database in Mercury and RM ticket site.

• Provide company communication and follow up support to the agent/partner base.

• Manage and serve as knowledge base for the Agent Resource Center.

• Provide assistance to Relationship Management and Business Development in regards to the Agent Resource Center, specifically basic residual features and reporting.

• Act as liaison for internal departments and outside agents; communicating questions, updates, and changes as needed.

• Provide agent/partner specific reporting, as requested.

• Maintain iFreedom Support line by taking tax payers tax payments. 

• Accurately assess internal merchant pricing as requested by agents/partners to determine competitive price points that are profitable.

• Perform related projects and duties as assigned.



Minimum Position Requirements:

• High school diploma or equivalent with previous related work experience required; Associate’s degree in related discipline preferred

• A strong customer service focus and detail orientation

• Effective communications and interpersonal skills

• Experience using Microsoft Office applications

• Good follow-through skills and ability to resolve issues in a timely manner

• Ability to manage multiple priorities in a fast paced environment with limited supervision

• Ability to maintain confidentiality

• Must be able to pass background and credit checks