B2B Integration Specialist

At Fortis, we lead the way in next generation payment technologies and solutions. We transform payments into a competitive advantage for our clients and partners, enabling businesses to reach uncharted growth and scale. As the solution of choice for the future of payments, Fortis moves payments closer to invisible with a proprietary platform that supports and strengthens the payments capabilities of merchants and software partners.

We are a collaborative team of innovators, problem solvers, and builders, committed to the growth of our clients, partners, and team members. Through award winning software integrations, robust data, and industry vertical and commerce expertise, we deliver the ultimate frictionless commerce experiences. We are in hyper growth mode and seeking talented, innovative, and collaborative problem solvers to help us build and scale the future of payments.

Grow your career with us and be on the cutting edge of the rapidly expanding Fin Tech payments space.

The B2B channel is a high-growth, high-energy environment. As a B2B Integrations Specialist at Fortis, you will play a critical role in our ongoing success, with a specific focus on integrating Microsoft solutions.

You will be the primary resource responsible for the installation of new Fortis payment processing accounts within our rapidly growing B2B vertical. These accounts will need to be either directly installed within one of our Fortis proprietary payment plug-ins for the accounting software systems supported by Fortis, or you may be required to assist in the deployment of our Fortis payment processing accounts within a Partner’s software solution.

You will work closely with the B2B Sales Team to coordinate these efforts with end-user merchants and to complete and document the successful installation. You will be expected to proactively communicate with internal B2B stakeholders and external Partners, working collaboratively to resolve any obstacles for a successful installation.

You will have strong leadership and operation support and established systems workflow and reporting. You will be responsible for the management and execution of established process workflows including task management, emails, chat, telephone, and call back requests to support successful installations and specialized B2B support as necessary. You will also be responsible for any required research, documentation, and communication of the above issues effectively, timely and accurately.

• Partners, and internal team members regarding ERP software and Fortis payment integration functionality.
• Installation Management:
  Schedule and manage the installation of Fortis payment integration software into customers' ERP systems, ensuring timely completion within established SLAs.
• Coordination:
  Collaborate with the B2B Sales Team, end-user merchants, and external partners to document and complete successful installations.
• Proactive Communication:
  Engage proactively with internal B2B stakeholders and external partners to resolve any installation obstacles.
• Process Management:
  Execute established process workflows, including task management, emails, chats, telephone, and callback requests to support successful installations and specialized B2B support.
• Technical Support:
  Provide customer-facing technical support before, during, and after the installation process, acting as a Subject Matter Expert on ERP software and Fortis payment integration functionality.
• Collaboration:
  
  Work with the internal sales team to schedule and conduct demos of Fortis payment functionalities for potential customers.
• Documentation:
  Create training and product documentation for both internal and external audiences.
• Problem Solving:
  Utilize available resources and collaborate with colleagues to address basic and complex questions and solve problems related to ERP software and Fortis payment integration.

REQUIRED SKILLS/ABILITIES:

• Education:
  
  High School or equivalent required; associate or bachelor’s degree preferred
• Experience:
  
  Minimum of two years in a business-related environment, with experience in ERP software installations being a plus.
• Knowledge:
  Proficiency with ERP platforms such as Sage 50, Sage 100, Sage 300, Sage X3, Sage Intacct, Acumatica, Microsoft Dynamics Business Central/Finance & Operations, Net Suite, and other ERP systems is beneficial.

• Working Conditions:
  
  This is a remote position. Employee will need to be available and on camera (As Necessary) for Teams meetings during normal working hours.
• Physical
  
  Activities:
  
  Occasional standing, stooping, reaching, and lifting up to 25 pounds.
• Physical Demands:
  Prolonged periods of sitting at a desk, typing on a computer keyboard, and speaking on the telephone. Frequent repetitive motions.

Note:

This job description is not an employment agreement or contract. This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the…