Clera home
·Dashboard

Jobs at Allegiance Merchant Services (Now Hiring) — 1 open

Allegiance Merchant Services logoAllegiance Merchant Services

CLIENT EXPERIENCE SPECIALIST in Financial Technology

Charlotte, North Carolina, United States · On-site

Mid level

Client Experience Specialist - Charlotte, NC We are looking for a motivated self starter to strive for excellence in the merchant service industry. We value team players and client-conscience individuals who want to make…

Skills: Customer Service, Technical Support, B2B Support, CRM, Ticket Management

Allegiance Merchant Services logo

CLIENT EXPERIENCE SPECIALIST in Financial Technology

Allegiance Merchant Services

Charlotte, North Carolina, United States • On-site

Apply
Mid level

Tired of cold applications?

Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.

  • Full-time
  • bachelor degree
  • Free Health Insurance, 401(k) Plan, Paid Vacation, Paid Holidays, Paid Sick Days, Training and Coaching
  • Posted 27d ago
  • ~40 hrs/week

Responsibilities

The role involves resolving customer service and technical support inquiries for merchants and partners in the financial technology sector. Responsibilities include managing billing questions, performing outbound call campaigns, and maintaining department SOPs.

Requirements

A Bachelor's degree or comparable experience is preferred, along with strong technical aptitude and data entry skills. Candidates must be able to work independently in a fast-paced environment and participate in rotational on-call duties.

Full job description

Client Experience Specialist - Charlotte, NC

We are looking for a motivated self starter to strive for excellence in the merchant service industry.

We value team players and client-conscience individuals who want to make a difference for businesses by providing them the best in financial technology products and services.

As a Client Experience Specialist you will need to effectively answer and resolve customer service and technical support inquiries from both merchants and partners. This is a B2B customer support role and the ideal candidate will have a proven track record of providing exceptional customer service to our customers. Daily customer support inquiries include, but are not limited to general customer service, technical software & hardware support, billing and statement questions, rate analysis, batch & funding verification. Actively support customers by participating in outbound call campaigns and non-phone related tasks, special projects, and other support activities as required.

ABOUT ALLEGIANCE

Quite simply, Allegiance helps businesses to get paid. We remove friction from the payment process so business leaders can focus on what they do best- Building their business, not their back offices. And we are growing our team that sells Allegiance’s value.

OPPORTUNITIES & BENEFITS

Allegiance Merchant Services is a rapidly growing company, and we are constantly adding creating new opportunities for our employees and the company as a whole. Along with growth opportunities we offer:

  • Exceptional training and coaching from internal management and third party training resources
  • FREE health insurance option for employees with opportunity to add family members
  • 401(k) plan
  • Paid vacation, holidays, and sick days
  • Recession-proof industry
  • Work hard, play hard environment 

 RESPONSIBILITIES

  • Collaborate with the sales team, business owner or partner to resolve pending issues.
  • Identify and resolve customer service and technical support via incoming phone calls and emails.
  • Assist customers in setting up their Allegiance Merchant Services solutions.
  • Educate merchants on products & services supported by Allegiance.
  • Accurately record and track all merchant related calls into CRM and ticket management system.
  • Educate merchants on online tools and other resources to optimize their business.
  • Create and Update Daily/Weekly/Monthly reporting
  • Perform Outbound Calls for various campaigns and courtesy calls
  • Execute Account Updates & Maintenance
  • Create / Maintain and Update Department SOP’s
  • Assist sales team with equipment, gateway, and software installations.
  • Properly track productivity and meet monthly with manager to review and discuss progress.
  • Support team in maintaining SLAs for the department.

 SKILLS & QUALIFICATIONS

  • Bachelor’s Degree preferred or comparable experience.
  • Strong data entry skills.
  • Excellent organizational and communication skills.
  • Must possess a good technical aptitude and ability to multi-task.
  • Team player, good interpersonal skills with a high degree of initiative.
  • Ability to participate in rotational on-call responsibilities.
  • Knack for thriving in a fast-paced, multi-tasking environment
  • Willingness to grow and expand duties and assist where needed.
  • Ability to work independently and as part of a team.
  • Winning Attitude is a must!!!

 

EQUAL EMPLOYMENT OPPORTUNITY

It is the policy of Allegiance to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, genetic information, pregnancy, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state, and/or local laws.

v260701

Related keywords

Financial TechnologyMerchant ServicesB2BCRMSOPSLAPayment ProcessTechnical SupportHardware SupportSoftware SupportBatch VerificationFunding VerificationOutbound Calls

About Allegiance Merchant Services

LinkedInVisit site

#DIFFERENT

Industry
Financial Services
Company size
11-50 employees
Founded
2009
Headquarters
Charlotte, North Carolina
LinkedIn followers
1,223

Allegiance Merchant Services is an industry-leading merchant services company dedicated to providing our customers with the latest technology, timely customer service and a price rate guarantee. Our full service options include; debit and credit card processing, electronic gift card processing, electronic check processing, merchant cash advance programs and e-commerce solutions. Our dedicated, experienced team of industry professionals provides innovative card-acceptance solutions and unparalleled customer service every day to meet long-term needs of our customers. Products/Solutions we provide: Merchant Accounts, Credit Card and Debit Card Processing (VISA, MasterCard, American Express and Discover), Credit Card Processing Equipment, eCommerce, Mobile Processing, Virtual Terminals, Fleet and pay at the pump processing, Gift and Loyalty Programs, Business Funding and Cash Advance Programs, Next Day Funding, Web Based Reporting Tools, PCI Compliance Support and Consulting, ATMs, Online Payment Software, POS Integration, Remote Deposit Capture for Checks, and Check Verification Services Allegiance Merchant Services is a registered ISO/MSP of Elavon, Inc.

Offices: 1419 Central Avenue, Charlotte, North Carolina 28205, US · 706 Giddings Avenue, Suite 210, Annapolis, MD 21401, US · 1126 Central Ave, St. Petersburg, Florida 33716, US

Non-ProfitHotel/LodgingRestaurantRetailMobileInternet/Mail/Telephone OrderB2BAutomotivePetroleum/Pay at the Pump/ConvenienceSchools
View all jobs at Allegiance Merchant Services

About Allegiance Merchant Services

LinkedInVisit site

#DIFFERENT

Industry
Financial Services
Company size
11-50 employees
Founded
2009
Headquarters
Charlotte, North Carolina
LinkedIn followers
1,223

Allegiance Merchant Services is an industry-leading merchant services company dedicated to providing our customers with the latest technology, timely customer service and a price rate guarantee. Our full service options include; debit and credit card processing, electronic gift card processing, electronic check processing, merchant cash advance programs and e-commerce solutions. Our dedicated, experienced team of industry professionals provides innovative card-acceptance solutions and unparalleled customer service every day to meet long-term needs of our customers. Products/Solutions we provide: Merchant Accounts, Credit Card and Debit Card Processing (VISA, MasterCard, American Express and Discover), Credit Card Processing Equipment, eCommerce, Mobile Processing, Virtual Terminals, Fleet and pay at the pump processing, Gift and Loyalty Programs, Business Funding and Cash Advance Programs, Next Day Funding, Web Based Reporting Tools, PCI Compliance Support and Consulting, ATMs, Online Payment Software, POS Integration, Remote Deposit Capture for Checks, and Check Verification Services Allegiance Merchant Services is a registered ISO/MSP of Elavon, Inc.

Offices: 1419 Central Avenue, Charlotte, North Carolina 28205, US · 706 Giddings Avenue, Suite 210, Annapolis, MD 21401, US · 1126 Central Ave, St. Petersburg, Florida 33716, US

Non-ProfitHotel/LodgingRestaurantRetailMobileInternet/Mail/Telephone OrderB2BAutomotivePetroleum/Pay at the Pump/ConvenienceSchools
View all jobs at Allegiance Merchant Services

Similar companies hiring

JPMorganChase (5367)HSBC (5016)Citi (2737)Wells Fargo (2338)PNC (1998)Truist (1805)Tata Capital (1615)H&R Block (1463)RBCx (1457)State Street (1295)BMO (1266)Capital One (1196)
Clera home

Your AI-talent agent. Connecting talents with dream jobs.

Earn $5,000

Tools

  • Salary Calculator
  • Resume Review
  • Startup Map

Explore

  • Jobs
  • Discover Jobs
  • Companies
  • Case Studies
  • Referral

Platform

  • Pricing
  • Integrations
  • Partners
  • Acquihire

Clera

  • Manifesto
  • Engineering
  • We are hiring!
  • FAQs
  • Blog
  • Press

Tools

  • Salary Calculator
  • Resume Review
  • Startup Map

Explore

  • Jobs
  • Discover Jobs
  • Companies
  • Case Studies
  • Referral

Platform

  • Pricing
  • Integrations
  • Partners
  • Acquihire

Clera

  • Manifesto
  • Engineering
  • We are hiring!
  • FAQs
  • Blog
  • Press

© 2026 Clera Labs, Inc.

PrivacyTermsBug Bounty