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An Underwriter is tasked with the review of merchant applications by systematically researching and verifying the accuracy of any statements and/or documentation provided and examining the validity of the merchants business model and sales practices in light of internal and external acceptance policies and guidelines.

Main Responsibilities:
Receiving applications from various internal sources and making
sure these are correct and in line with our procedures and guidelines.
Reviewing merchant applications and approving or rejecting them
along with providing an explanation as to any outstanding points.
Maintaining contact with partners as well as internal
stakeholders and facilitating in achieving a favorable outcome for
applications.
Tracking the status of ongoing applications and creating
scheduled reports to reflect all open cases and their status.

The Client Success Manager (CSM) is responsible for ensuring long-term client satisfaction, retention, and success. This role involves working closely with the clients inorder to maximize their value from the companys products and services while fostering strong relationships that drive engagement and loyalty.
The CSM proactively identifies clients needs, provides strategic guidance, and collaborates with internal teams inorder to optimize the given service. This position is critical in maintaining a high level of client satisfaction and ensuring that clients achieve their business goals with our solutions.

Key Responsibilities:
1.Client Relationship Management:
Developing and nurturing strong, long-term relationships inorder to enhance client engagement and retention.
Providing exceptional support, ensuring that clients fully leverage the companys solutions to meet their business needs.
Collaborating cross-functionally with internal teams to ensure seamless service delivery and issue resolution.
2.Strategy:
Developing and executing plans tailored for each clients goals.
Providing clients with proactive insights and strategic recommendations inorder to optimize their performance.
3.Retention & Growth
Identifying opportunities for clients to expand their usage of the companys products and services.
Analyzing risks and proactively addressing potential challenges.
4.Performance Analysis
Monitoring and analyzing clients performance, providing actionable insights inorder to improve outcomes.
Preparing and presenting regular reports on key success metrics such as client satisfaction, retention rates, and overall account health.

The Junior Financial Specialist is tasked on monitoring financial activities of our clients (using Excel charts) in order to ensure correct and on time settlements. The financial activities include:
Financial statements inorder to maintain cash controls of the merchants
Preparing payment documents
Monitoring clients processing and payments.