Client Relations Specialist

Posted 6 Days Ago
Be an Early Applicant
Plano, TX, USA
In-Office
Mid level
Information Technology • Payments • Software
The Role
Respond to merchant requests and escalations, manage retention calls and logs, analyze cancellation reasons, collaborate with Sales and Operations, follow policies to retain accounts, and follow up until merchant issues are resolved.
Summary Generated by Built In

Why Join Us


Be part of an organization that’s driving change and consistently recognized as a top employer. At Deluxe, we know that great people build great companies—and we invest in you accordingly.


  • We’re proud to be recognized as a Great Place to Work and a top workplace for Moms, Dads, LGBTQ+ employees, and Veterans.
  • We offer competitive benefits starting on day one, designed to support your life both in and out of work.
  • 42% of our employees have stayed for 10+ years, citing our people, benefits, work-life balance, inclusive culture, and team support as key reasons why.

Respond to all merchant requests, rate review requests, supply order requests, LP issues and all escalated merchant issues in a timely manner to ensure the highest level of merchant retention and satisfaction. Work the daily merchant log notes in an effort to proactively address potential merchant concerns. Product and Service expert. Follow up on outstanding merchant issues until the desired resolution is achieved.

• Retention, answers Retention calls in queue and retain merchant accounts
• Using reports created to analyze reasons for merchant cancellations
• Use analysis to determine most effective retention methods
• Follow all policy and procedures for merchant retention
• Submits closing requests

Basic Qualifications:

  • Bachelor’s in related field and 3 years of related experience or HS/GED and 7 years

Preferred Qualifications:

  • Demonstrated abilities with statistical capture and analysis.

  • Ability to prioritize, manage time well, and work closely with the Sales and Operations to quickly address needs and adjust focus as needed.

  • Must be a quick learner, with a positive attitude an ability to work well within a team.

  • Must have the ability to work independently and create/self-manage a recruiting process that is sound, efficient and result-yielding.

  • Excellent communication, collaboration and relationship management skills with the proven ability to work in a matrix environment across functional lines.

Additional Basic Qualifications:

Must be 18 years of age or older

Benefits

In line with our commitment to employee wellbeing, our total rewards benefits package is designed to support the physical, financial, and emotional health of our employees, tailored to meet their unique and evolving needs. Our approach considers our employees’ whole selves, ensuring they can thrive both in and outside of work. Here are some of the benefits we offer, which may vary based on role, location, or hours worked:

  • Healthcare (Medical, Dental, Vision)

  • Paid Time Off, Volunteer Time Off, and Holidays

  • Employer-Matched Retirement Plan

  • Employee Stock Purchase Plan

  • Short-Term and Long-Term Disability

  • Infertility Treatment, Adoption and Surrogacy Assistance

  • Tuition Reimbursement

These benefits are designed to enhance the health, protect the financial security, and provide peace of mind to our employees and their families.

Deluxe Corporation is an Equal Employment Opportunity employer:
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state or federal law.
 

Please view the electronic EEO is the Law Poster which serves to inform you of your equal employment opportunity protections as part of the application process.

Reasonable Accommodation for Job Seekers with a Disability: If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to [email protected].

Skills Required

  • Bachelor's in related field and 3 years related experience OR HS/GED and 7 years experience
  • Must be 18 years of age or older
  • Demonstrated abilities with statistical capture and analysis
  • Ability to prioritize, manage time well, and work closely with Sales and Operations
  • Quick learner with a positive attitude and ability to work well within a team
  • Ability to work independently and self-manage recruiting/process workflows
  • Excellent communication, collaboration and relationship management skills in a matrix environment

Deluxe Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Deluxe and has not been reviewed or approved by Deluxe.

  • Retirement Support The company provides a 401(k) with employer matching and an employee stock purchase plan, with access beginning quickly for many roles. The 401(k) match, paused during the pandemic, has been reinstated, signaling continued support for long‑term savings.
  • Leave & Time Off Breadth Flexible time off, paid holidays, and paid volunteer time are available, with benefits often starting on day one. Parental leave, adoption and surrogacy assistance, and family medical leave expand time‑off support across life stages.
  • Healthcare Strength Medical, dental, and vision coverage are provided with day‑one eligibility in many cases. Additional resources like disability coverage, an employee assistance program, and multi‑dimensional well‑being support bolster the core health offering.

Deluxe Insights

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The Company
HQ: Minneapolis, MN
5,001 Employees
Year Founded: 1915

What We Do

We help enterprises, small businesses and financial institutions deepen customer relationships through trusted, technology-enabled solutions. Here at Deluxe, we help you unlock your potential so that your business successfully grows and thrives which positively impacts our communities all around. Our innovative payments, data and marketing solutions help you Accelerate Growth, Enable Payments and Empower your SMB Relationships. Accelerate Growth – With us, we propel your business forward with data-driven customer acquisition and multi-platform marketing toolkits; accelerate customer acquisition through our targeted data driven marketing campaigns and build brands through our customized, brand compliant web storefronts, promotional products, print services, and retail packaging services. Enable Payments – Our technology solutions enable you to send and process payments more easily. With us, you can optimize your order to cash processes with Lockbox, integrated receivables and bill pay, as well as improve your payer and payee experience with our secure and convenient check products and flexible digital payments. Empower Small Business Relationships – We help empower your small business with tools to start, run, grow and operate the business. We help increase revenue with promotional products, data driven and print marketing and retail packaging as well as support in managing income with our checks and forms, digital payments, and remote deposit capture. We also assist in protecting and branding businesses with logo design, trademark filings and websites and hosting services along with assisting in managing HR and Operations using our incorporation services, and payroll and human capital management. Unlock your potential: www.deluxe.com

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