DescriptionResponsibilities:Client Onboarding (End-to-End):Monitor and manage the progress of onboarding tasks across Sales, Customer Assistance, Underwriting, and Implementation teams.Ensure adherence to SLAs and assist in resolving bottlenecks in the onboarding process.Implementation and Reporting:Track and follow up on implementation cases, ensuring both card-present and card-not-present affiliations are delivered to the client within SLA.Generate reports on completed affiliations for internal review.Never Active Clients:Identify newly onboarded clients with minimal or no transaction activity (under $50 within the first 2 months).Perform retention efforts via service calls, sales executive visits, alignment with our Bank Partners, solving service issues, or offering promotions (e.G., reduced fees, device updating, etc).Intensive Care:Monitor high-value clients ("TOP clients") to ensure consistent profitability.Address declining revenue trends by initiating service calls to identify and resolve issues.SLA Monitoring and Reporting:Oversee SLA performance across relevant departments, providing comprehensive and up-to-date information to sales executives and divisional leaders through a timely update of related reports.Maintain and update data via reports from implementation and concluded/non-concluded cases.Post-Affiliation Activation:Monitor recently affiliated clients, ensuring their activation and verifying satisfaction through Net Promoter Score (NPS) surveys.Analyze inactivity causes and recommend corrective actions.Executive Reporting:Prepare and deliver executive-level reports summarizing onboarding, retention efforts, and client performance.As a representative of EVO's sales force, you will uphold the company's values and adhere to the highest standards of ethics and quality.Requirements:Completed or near-completed Bachelor's degree in Business Administration, Economics, or a related field.Minimum of 1 year of experience in administrative roles.Proficiency in Microsoft Office Excel or related Google tools (medium to advanced level preferred).Familiarity with CRM tools (preferred).Basic proficiency in English (preferred not mandatory).Key Competencies:Problem-solving skills.Strong analytical mindset.Effective communication at all organizational levels.High energy and drive.Active listening abilities.Teamwork and collaboration.This position demands a proactive individual with the ability to manage multiple tasks, adapt to changing priorities, and maintain focus on client satisfaction and retention.
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