Settlement Operations Agent

At SpotOn, we’re helping restaurants and small businesses compete and win with flexible payment and software technology—backed by real people who really care. From seamless point-of-sale systems to integrated restaurant management solutions, every SpotOn tool is designed to help local businesses increase profits and create better experiences for their customers and employees.  

Recently, Spoton Was:

• Named one of Fast Company’s Most Innovative Companies
• Awarded Great Places to Work and Built In’s Best Workplaces for the fourth year in a row
• Selected as the Best Overall Restaurant POS by NerdWallet 
• Rated the top-rated point-of-sale (POS) for restaurants, bars, retail, and small businesses by Capterra users

We’re committed to caring hard and moving fast so that we can continue to grow and make a positive impact together. 

That’s where you come in. 

About The Role:

As a Settlement Operations support Specialist, you will use your skills to endure that SpotOn’s current merchants and other understand funding and our procedures and policies.

Responsibilities:

• Respond to Salesforce tickets in a timely manner
• Monitor and work Daycheck cases
• Call merchants to get updated ACH banking information for failed ACH
• Call merchants to get updated banking information for failed billings through our CRM
• Assist all SpotOn departments and Sales Associates with all deposits and settlement inquiries 
• Rebill merchants if billing has failed once billing information has been updated as needed
• Respond to all individual Slack messages as well as Team messages in a timely manner. 
• Respond to all emails address to failed billing issues in a timely manner.

Requirements:

• Research. Relevant to the search for information, decision making and performance of other tasks related to the position.
• Logical and analytical thinking. In order to understand and analyze the situation and its components as well as the context and respond appropriately.
• Efficiency. To achieve the expected results in a timely and appropriate manner.
• Precision and meticulousness. Ability to give adequate attention to detail.
• Honesty. Ability to handle sensitive and confidential information in a discreet manner and according to the corresponding regulations.
• Flexibility. Disposition to learn from different perspectives and adapt ideas according to the company's needs.
• Crisis management. Ability to handle situations of pressure and difficulty with patience and without jeopardizing the quality of the work.
• Prior Banking experience is preferred but not necessary.
• 2-3 years of Customer Service experience.

#Li-Onsite

SpotOn is an equal employment opportunity employer. Qualified candidates are considered for employment without regard to race, religion, gender, gender identity, sexual orientation, national origin, age, military or veteran status, disability, or any other characteristic protected by applicable law.

SpotOn is an e-verify company.