Implementation Experience Specialist
6 days ago
About Us
Zeller is a champion for businesses of all sizes, aiming to revolutionize business banking and payments. Our goal is to provide access to smarter payments and financial services solutions that accelerate cash flow and help businesses get paid faster.
We believe in a level playing field where all businesses benefit from innovative products and services. Our team of passionate payment and tech industry professionals is dedicated to building the tools to make this happen.
Zeller's roadmap includes innovative new products under development. We are building a high-performing team to take on outdated banking solutions.
As an Implementation Specialist, you will manage the post-closing stages of the sales funnel, ensuring our merchants have a seamless experience from deal closed to account activation, onboarding, and implementation of Zeller within their business.
You will build a deep knowledge of product to project-manage the onboarding stage of the sales process. This involves ensuring documentation of feature requests within the merchant's account with Zeller is accurate to inform future product development and updates.
A Zeller Implementation Specialist is a customer-facing role involving remote and in-person interactions with merchants, as well as administrative responsibilities.
To be successful in this role, you will deliver an amazing onboarding experience for Zeller merchants, accelerate the post-deal won sales cycle, aid retention and product understanding, and drive efficiency in the implementation process.
Your Typical Day:
- Managing an implementation pipeline: Manage and prioritise your schedule of merchant implementation, passed to you automatically through the Sales deal close workflow.
- Implementations: Onsite or virtual consultations with merchants to support them with Zeller Account setup, individual/team training on value and use of Zeller products, and account optimisation.
- Team interaction: Attendance and feedback delivery at recurring Sales/Account Management team meetings.
- Data entry: Configuration of a Zeller merchant's account, and entry of data within their HubSpot profile (preferences, product/feature requests, integrations, etc) to enable future CRM and upsell opportunities.
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