Boarding and Activation Specialist

  • CDE Services
  • Marietta, GA
  • 31/07/2020
Full time Customer Service IT - Systems Engineering IT - Software Development Operations Project Management

Job Description

The boarding and activation specialist will be responsible for new merchant account setups for boarding support and account maintenance requests. The candidate must be able to work quickly and with accuracy and is able to meet communicated deadlines. 


Company Background          

Since 1989, CDE Services has provided innovative Point of Sale (POS) support and processing solutions to electronic payment providers and their merchants. As one of America’s first P2PE validated key injection facilities, CDE became the go-to solutions provider for secure asset management and delivery systems for the payment industry. Understanding market challenges led us to focus on investing in new processes and technologies to assist merchants to begin accepting payments faster and more efficiently through our new activations center. By investing heavily in technology and talent, we provide our customers and internal stockholders on-demand data that is reliable and accurate leading to mutually beneficial partnerships and profitable shareholder returns for us and our customers. As a fast-growing technology company, we continuously push ourselves to develop and implement innovative custom payment processing and delivery solutions. We are looking for hard working, team-oriented candidates interested in entering the exciting FinTech space who can thrive in our dynamic environment. 

Primary Duties and Responsibilities  

 ■ Provide data entry for new merchant accounts, boarding support and/or account maintenance requests.

■ Manage boarding related cases – researching within our system to answer internal questions

■ Receive and assist and sort all types of incoming requests

■ Track work received and completed through the Salesforce / Iris CRM

■ Research and troubleshoot issues for our partners and merchants on both internal and external systems

■ Work with Supervisors and Managers on process improvement and development

■ Perform other duties as assigned. 

Qualifications & Skills 

 ■ Strong customer service orientation with a courteous and professional attitude.

■ Good analytical abilities and attention to detail.  

■ Excellent written and verbal communication skills.

■ Strong problem-solving skills; critical thinking- able to identify solutions that may not have been discovered yet. 

■ Ability to experiment, explore, and find creative ways to resolve problems.

■ Ability to multi task as needed.

■ Willing and able to cross-train in the Inbound Help Desk and Sales & Operations Support areas of the Contact Center

■ Reliable and hardworking. 

■ Familiarity with EBT and credit card processor highly preferred

■ Advanced computer skills in Word, Excel, Outlook and CRM system with the ability to multi-task between programs 


Job Requirements 

■ 1-2 years EBT / credit card terminal boarding experience highly preferred. 

■ Payment card / EBT processer/ payment card industry experience highly preferred.

■ Proficient in Microsoft Excel, Salesforce, IRIS preferred.

■ Experience with telephony software (New Voice Media) preferred. 


Competitive compensation and benefits package.