Leader of the Solutions Architect team, whose primary responsibility is to work alongside the Sales team and meet with prospective Customers to identify pain points, solutions, and opportunities for optimization as they look to implement our products and/or services.In addition, this role also entails collaboration and coordination between other company departments, including Professional Services, Customer Success, Marketing, Product & Engineering, and Support.

• Act as a technical liaison between clients, internal departments, vendors, and software partners.• Coordinate new partner software integrations and client onboardings.• Assist with API integrations between partners and payment gateways.• Troubleshoot and resolve technical issues with multiple payment processing and bank systems.• Train clients on processing gateways (including credit cards and ACH/e-Checks) and standalone processing terminals.• Train fellow Ascent employees on various tools, processes, and other assorted knowledge points.• Communicate partner/clients updates and feedback to internal Ascent departments to maintain documentation related to “best practices” • Ensure Ascent’s adherence to contractual obligations and market regulations • Provide technical subject matter expert support for marketing outreach efforts • Provide PCI compliance support• Provide written and verbal guidance and manage the client relationship • Clarify and proactively manage client expectations• Investigate and solve client problems and handle any and all client complaints in a timely manner• Utilize internal client tracking tools and maintain accurate records of client correspondence • Chargeback assistance and document reviews• Make proactive contacts to existing customers• Build relationships with house accounts through periodic outbound calls • Monitor new and existing customers and advise in effort to maintain current clients and secure new business • Up-sell/cross-sell • Rate Reviews/Interchange analysis• Attrition/At Risk analysis and follow up• Downgrade monitoring and investigations• Answer or coordinate the answer to Sales reps’ questions• Application processing

Assist branch in meeting sales objectives through prospecting for new small business customers, while servicing existing small business clientele.Provide top-notch customer service through resolving customer service issues, opening newaccounts, and offering convenience services.Maintain and establish rapport with personal and business clients alike.

Manage and support small business merchant credit card processing accounts.Act as transaction processing consultant for clients, providing alternative processing solutions and options. Monitor and analyze financial consequences of processing methods,and work with clients to minimize their costs in this area.Identified improvements to existing systems/products, and opportunities for new productsand services. Sold value-added products and/or services to existing clients.

Handled inbound calls from small business merchants.Resolved technical issues related to credit card terminals and other related point-of-sale equipment.