Merchant Service Consultants Cpt Jhb

A payment solutions provider is looking for a Merchant Service Consultant.

This role involves acting as a liaison between clients, internal departments, and the external sales team. Additionally, it entails providing efficient and effective service support to the External Sales Team, Regional Managers, and National Service Manager and as the main point of contact.

**DUTIES & RESPONSIBILITIES, NOT LIMITED TO**:
Not Utilising Report:

- Monitor all sites to identify problem areas and potential risk by tracking and maintaining the utilisation report on a bi-weekly basis
- Manage declared BTV to Actual BTV processed monthly/quarterly/annually
- Feedback to be reported to the National Service Manager on a weekly basis.

On Hold Report:

- Monitor sites On Hold vs Utilisation and report any activity on sites immediately to Finance, Deployments, Regional Manager, and National Service Manager
- Ensure that sites that should be taken off On Hold is actioned timeously by Deployments
- Ensure that the Finance Department is up to date with all sites On Hold and removed from On Hold
- Contact clients On Hold to monitor status - reason depending
- Support the external sales consultant with On Hold clients as and when required
- Drive feedback from clients to Deployments and National Service Manager

Upliftment Report:

- Identify potential sites at risk for upliftment by monitoring the months remaining on contracts, utilisation, regular client check-ins, and feedback from the regional clients and External Sales team
- Notify the Regional Manager and National Service Manager immediately of any sites under threat to cancel their contract and upliftment the device
- Ensure that sites scheduled for Upliftment, complete the Upliftment survey in a timely manner
- Ensure that sites approved for Upliftment is scheduled and actioned by Deployments
- Submit a Monthly consolidate report for review to the National Service Manager

Dynamics Reporting:

- Ensure that activities on Dynamics are up to date and Tasks are actioned as required on-time and accurately
- Reporting on renewals - update and pull weekly report for review by National Service Manager
- Weekly Service activity reports will be reviewed by National Service Manager

Induction Training Reports:

- Pull weekly report from Deployments vault installation report and check that training documents are received, completed accurately
- Check that all retraining schedules also have a training form linked accordingly
- Make courtesy call to newly trained sites to verify training was done to client satisfaction, report any issues immediately to Regional Manager and National Service Manager.

Projects Reporting:

- As and when required administer feedback from projects/campaign that is implemented
- Ensure that reports are completed in full, accurately, and on-time to the relevant departments

Client Retention & Renewal:

- Ensure that all sites within the renewal period are identified, contacted in advance, and any threat of cancellation and upliftment is communicated to the Regional Manager and National Service Manager immediately
- Deal sheet calculations, to be completed and sent to National Service Manager for review and approval as and when required
- Follow up on renewal imminent report every other day and update on Reporting Board for review by National Service Manager (Mon, Wed and Fri)3
- Drive the renewal of sites shared with external sales consultants and ensuring that all administrative duties for the renewal is completed and signed and submitted accurately and on-time
- Driving feedback on renewals from the external sales team as and when required for review by National Service Manager
- Consolidate weekly updated feedback to be submitted to National Service Manager

Contracts:

- Complete all renewal contracts, Change of Ownerships, Multi Accounts, etc.
- Load all contracts, supporting documentation, etc on Trello - ensuring that they are accurate
- Check daily for updates and follow-up with clients or external sales team as and when required for outstanding documentation, etc
- Ensure that all renewal deals are accepted and completed in full before month-end sign-off
- Immediately communicate any issues to Regional Manager & National Service Manager

Estate Planner Management:

- Monthly data checks on Estate Planner to ensure accuracy of information
- Communicate any changes or errors to National Service Manager
- Once approved by National Service Manager - Consolidate changes, request updates to be implemented by Deployment or other relevant departments
- Follow-up and ensure that changes have been done timeously and accurate as per request
- Data include allocations, Regions, Contact details, Group allocations, etc

Finance Support:

- Settlement process is understood, and client settlements are assisted as and when required
- Ensure clients are trained on instant access and webflo
- Working with Finance on any escalated queries that they require assistance wi