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Payment Conversion Specialist

Job not on LinkedIn

🔥 5 minutes ago

🏄 California – Remote

infoinfo

💵 $40 / hour

⏳ Contract/Temporary

🟡 Mid-level

🟠 Senior

📈 Performance Marketing

Where this job comes from

Posted on Blend360's careers page, not through a job board

First seen by Remote Rocketship 5 minutes ago

Logo of Blend360

Blend360

501 - 1000 employees

🏥 Healthcare

🏨 Hospitality

✈️ Travel

💰 $100M Private Equity Round on 2022-08

Healthcare • Hospitality • Travel

Blend360 is a professional services company specializing in AI, data analytics, and data-driven solutions. They work with Fortune 1000 and large enterprise brands to tackle significant challenges by integrating people and artificial intelligence. Blend360 focuses on several domains including business intelligence, data engineering, data science, MLOps, and data governance. Their industries of expertise encompass financial services, energy, healthcare and life sciences, retail, technology, media & telecom, and travel & hospitality. Blend360 is recognized for their AI and data solutions, having earned accolades such as "AI-Enabling Solution of the Year" and being listed among the "Top Generative AI Service Providers 2024.

📋 Description

• Conduct proactive outbound phone and email outreach to suppliers assigned to payment conversion campaigns • Explain approved electronic payment options, benefits, and program requirements • Communicate business customers’ payment strategies and operating guidelines • Answer supplier questions and address concerns about electronic payment adoption • Manage follow-up activities through enrollment, closure, or formal handoff • Support supplier participation and adoption of electronic payment solutions • Review supplier records and verify contact information and payment details • Research supplier questions and provide timely, accurate responses • Coordinate communication among business customers, suppliers, and internal financial institution teams • Route nonstandard questions and escalate commercial, technical, policy, compliance, and other issues • Enroll suppliers according to approved procedures and guidelines • Identify exceptions and route nonstandard enrollment requests for review • Maintain accurate outreach, enrollment, follow-up, and case-status records • Track cases through completion or handoff with proper documentation • Provide activity data for monthly reporting, campaign tracking, and program performance • Manage multiple high-volume supplier cases while maintaining productivity and accuracy • Follow applicable policies, procedures, operating guides, regulatory requirements, and quality standards • Work independently while following client priorities and escalation procedures

🎯 Requirements

• 5+ years of experience in client service, sales, operations, financial services, payments, or a related field • At least 2 years of direct supplier enablement experience supporting electronic payment adoption • Professional outbound calling or sales experience • Experience supporting supplier onboarding, business payments, commercial cards, ACH, Treasury Management, accounts payable, or payment conversion initiatives preferred • Experience working with a bank, payment provider, fintech organization, or large corporate payments program is a plus • Experience in a regulated or compliance-driven environment preferred • Moderate Microsoft Excel proficiency, including formulas, filtering, sorting, and formatting • Experience using CRM systems, call-tracking platforms, workflow tools, or case-management systems • Ability to review records, research questions, apply approved solutions, and maintain accurate documentation • Strong organizational skills and ability to manage multiple cases, follow-ups, and competing priorities • Ability to meet deadlines while maintaining quality and attention to detail • Strong verbal communication skills and a professional, confident telephone manner • Clear and effective business email writing and stakeholder communication skills • Ability to explain processes and payment options in straightforward terms • Strong problem-solving skills and judgment to distinguish routine questions from issues requiring escalation • Ability to work independently while collaborating with suppliers, business customers, and internal teams • Reliable follow-through, attention to detail, and focus on service quality and campaign goals • Must be able to work on Blend’s W2 without sponsorship • Must be able to work across U.S. time zones

🏖️ Benefits

• Health insurance • Vision insurance • Dental insurance • 401K plan • Life insurance • Pretax commuter benefits • Supportive team environment • PTO • Disability coverage • Employee Assistance Programs (EAPs) • Spending accounts

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