Job Description

ABOUT THE ROLE:

POSITION: PORTFOLIO MANAGER

REPORTS TO: SVP, SALES

DEPARTMENT: SALES

LOCATION: BURBANK, CA (TEMPORARILY REMOTE)

STATUS: FULL TIME, NON-EXEMPT

WHO WE ARE

SIGNATURE PAYMENTS IS A PAYMENTS TECHNOLOGY COMPANY THAT PROVIDES SOLUTIONS THAT ALLOW MERCHANTS AND PARTNERS TO INTEGRATE AND ACCEPT PAYMENTS ANYTIME, ANYWHERE. WITH MORE THAN 20 YEARS AS A TRUSTED PAYMENTS PROVIDER, SIGNATURE OFFERS A VARIETY OF PRODUCTS AND PROGRAMS FOR MERCHANTS OF ALL SIZES ACROSS INDUSTRIES.

POSITION SUMMARY

We are in search of an experienced/knowledgeable, team oriented, and motivated PORTFOLIO MANAGER to work in our Burbank Office. The PORTFOLIO MANAGER will be responsible for maintaining and increasing agent/merchant satisfaction by providing white-glove support, ensuring portfolio retention and profitability, deepening relationships, and actively pursuing sales leads.

The PORTFOLIO MANAGER role is meant for individuals that want to make a real impact in payment services and are not afraid to recommend solutions to help keep the sales team and agents/merchants in sync. The ideal candidate has a passion for people and actively engages with and listens to agent/merchant needs and aspirations, pays attention to detail, has an ability to multi-task, manages time effectively, and can learn new systems quickly and effectively. The ideal candidate also has excellent verbal and written communication skills with the ability to work within a team and can work well in a fast-paced environment.  Must be proficient in using computer programs, including Microsoft Office (Word, Excel, PowerPoint, Outlook).

POSITION ESSENTIAL FUNCTIONS INCLUDE BUT ARE NOT LIMITED TO:

·         Identify agent/merchant needs and deliver results-driven solutions.

·         Foster and deepen relationships with agents/merchants.

·         Maintain a proactive approach and anticipate issues that may prevent cancellations.

·         Resolve agent/partner issues in a timely manner and act as a point of escalation for the Customer and Technical Support teams.

·         Communicate with agents/merchants regarding new and existing products, processing platforms, and value-added products.

·         Hold agents accountable to timelines and guidelines spelled out in agent agreements.

·         Enhance customer experience by strategically working with agents/merchants.

·         Maintain necessary documentation/information within Signature Payments systems.

·         Review and analyze data related to profitability; notice trends by reviewing pricing and statements.

·         Identify and follow through with sales leads and opportunities and write merchant accounts.

·         Champion ideas and initiatives designed to increase efficiency and effectiveness to increase satisfaction of the overall customer experience.

·         Work with other departments to drive outcomes that support both sales department goals and overall company goals.

·         Perform other duties and assignments as necessary, and in accordance with established Company mission and values.

IDEAL CANDIDATE WILL BE/HAVE:

·         Minimum of 3 years of experience in payments or merchant services required.

·         High School Diploma required; Bachelor’s Degree in business preferred.

·         Excellent listening, face to face, and verbal communication skills; friendly, approachable, and professional customer service attitude.

·         Excellent written communication skills; ability to read, write, and comprehend.

·         Effective and comprehensive computer skills in Microsoft Office (Word, Excel, PowerPoint, Outlook); including strong Excel skills and report generation.

·         Must have the ability to use or adapt to new computer programs, software, equipment, and/or hardware.

·         Ability to prioritize and plan work activities; uses time efficiently in a rapidly changing environment.

·         Ability to work independently and exercise initiative and good judgment.

·         In addition to English, multilingual (Vietnamese and/or Spanish) preferred.

COMPENSATION RANGE

Pay is commensurate with prior experience, education, and abilities.

EMPLOYEE BENEFITS: AVAILABLE UPON COMPLETION OF APPLICABLE INTRODUCTORY/WAIT PERIOD(S)

• Health Care Benefits: Including Medical, Dental, and Vision Coverage

• Employer Paid Holidays

• Generous Paid-Time Off Policy (PTO)

• 401(k) Plan with Employer Contribution

• Employer Sponsored Basic Life Insurance

• Employer Sponsored Long Term Disability

• Employee Assistance Program (EAP)

• Voluntary Flexible Spending Account

• Critical Illness Insurance

PHYSICAL DEMANDS

As a PORTFOLIO MANAGER, you will regularly be required to: work at a desk, conference table and work at a computer for extended periods of time. You will be frequently required to walk, sit, stand, and occasionally may be required to lift-up to 10 pounds unassisted.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing duties of this job, the employee is regularly required to: work in an indoor climate-controlled environment with moderate noise levels, have contact with other employees and have contact with customers/vendors via telephone, email, and/or chat software.

The employee is regularly required to: work in an environment with office machines and other electronic equipment.

VETERANS OR FORMER MILITARY ARE WELCOMED

Signature Payments is an equal opportunity employer and complies with all applicable federal, state, and local employment laws. Signature Payments strictly prohibits and does not tolerate discrimination because of race, color, religion, sex (including pregnancy), national origin, sexual orientation, gender identity or expression, age, disability, military status, or genetic information. This applies to all stages of employment, including, but not limited to, hiring, training, promotion, discipline, compensation, benefits, and termination of employment.

Signature Payments complies with the Americans with Disabilities Act (ADA), as amended by the ADA Amendments Act, and all applicable state or local laws. Consistent with those requirements, Signature Payments will reasonably accommodate qualified individuals with a disability if such accommodation would allow the individual to perform the essential functions of the job, unless doing so would create an undue hardship. Signature Payments will also provide reasonable accommodations for an employee’s sincerely held religious beliefs or practices, unless doing so would create an undue hardship. Signature Payments prohibits, any form of discipline, reprisal, intimidation or retaliation for good faith reports or complaints or incidents of discrimination of any kind, pursuing any discrimination claim or cooperating in related investigations.

Company Description

Signature Payments is a payments technology company that provides solutions that allow merchants and partners to integrate and accept payments anytime, anywhere. With more than 20 years as a trusted payments provider, Signature offers a variety of products and programs for merchants of all sizes across industries.