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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong proficiency in Salesforce CRM for managing payment terminal operations, including data entry, inventory management, and ticket workflows. Capable of collaborating across teams to ensure accurate billing and support processes while maintaining meticulous attention to detail.
Highest-signal resume keywords
Salesforce CRM ManagementData Entry AccuracyInventory Data ManagementCustomer Support ExperiencePayments Industry Familiarity
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data CleanupSerial Number ReconciliationTicket Workflow ManagementEquipment Billing AlignmentOperational Audits
Soft Skills
Excellent Communication SkillsCollaboration Across TeamsMeticulous Attention to Detail
Tools & Technologies
Salesforce CRM
Industry Keywords
PaymentsFintechMerchant ServicesPayment Terminal TypesPAXVerifoneIngenicoClover
About the role
Key responsibilities & impact- Manage the full lifecycle of payment terminals and hardware, including POS units, PIN pads, and accessories, within Salesforce CRM
- Log equipment shipments, deployments, swaps, returns, repairs, and deactivations
- Coordinate with field technicians, shipping/logistics partners, and internal teams to maintain accurate Salesforce stage updates
- Review, process, and resolve hardware-related customer support tickets and requests
- Ensure terminal displacement, replacement, and retrieval tickets are closed and documented according to company SLA standards
- Act as the internal point of contact for hardware status inquiries from Support, Sales, and Account Management
- Maintain accurate terminal inventory, serial numbers, merchant account bindings, and status tags in Salesforce
- Perform data cleanups and cross-functional checks to eliminate duplicate records and status discrepancies
- Align Salesforce terminal data with Finance/Billing systems to ensure accurate equipment billing
- Lead data-side execution for quarterly and annual hardware and operational audits
- Validate, verify, and archive open support and deployment tickets
- Reconcile system inventory totals against billing records without physical stock counting
Requirements
What you’ll need- 1–3 years of experience in operations, customer support, or inventory data management
- Experience within the Payments, Fintech, or Merchant Services industry is an asset
- Strong proficiency working within Salesforce CRM, including managing cases, assets, inventory objects, dashboards, and ticket workflows, is an asset
- Meticulous approach to data entry, serial number reconciliation, and process accuracy
- Ability to identify and resolve system discrepancies between ticketing, inventory records, and billing data
- Excellent verbal and written communication skills
- Ability to collaborate effectively across Support, Finance, and Logistics teams
- Familiarity with payment terminal types and brands such as PAX, Verifone, Ingenico, and Clover is a major plus
- Willingness and ability to work during EST business hours
- Willingness to work under an independent contractor agreement and be responsible for own taxes and benefits
- Willingness to purchase own equipment upfront and be reimbursed later
Benefits
Comp & perks- Compensation tied to market data
- Flexible time off
- Career development opportunities
- Work from home
- Equal opportunity employer
- Disability accommodations available during the interview process
