Full-Time
Professional Services Specialist
Posted on 4/15/2024
AffiniPay
501-1,000 employees
Payment processing solutions for professionals
Compensation Overview
$50k - $57k/yr
Junior
Austin, TX, USA
This position requires 2-3 days in the office.
- Strong knowledge of Microsoft Word
- Strong written and verbal communication skills
- Exceptional customer relationship-building and account management skills
- Ability to develop strong client relationships, manage expectations, and critically problem-solve
- Ability to handle many concurrent projects and complete tasks in a timely manner with precision, using independent judgment to accomplish goals
- Talent to match product features with customer goals and determine the best path to success for both customer and company
- Ability to present, communicate, and work effectively with other internal teams
- Ability to adapt and work efficiently in a rapidly changing dynamic team environment
- SaaS support experience and/or legal experience desire
- Proficiency in G-Suite cloud-based tools
- Manage pipeline of professional services, including document automation, client intake forms, and custom solutions
- Play a lead customer-facing role to foster customer relationships and ensure successful project completion
- Work collaboratively with customers to obtain necessary materials, define project deliverables, set timelines, and resolve any issues
- Be a liaison between 3rd party contractors to help build documents as needed
- Utilize Microsoft Word and internal software to review/create templates and build custom intake forms for clients
- Document and track project timelines within Salesforce/spreadsheets
- Maintain high quality standards for all projects through quality assurance and testing
- Identify opportunities to cross-sell other professional services that Affinipay offers
- Communicate potential product enhancements to Senior Specialists and management
- Other duties as requested
AffiniPay provides payment solutions specifically designed for professionals in various industries, including legal, accounting, design, and associations. Its main products, such as LawPay and CPACharge, offer tailored payment processing systems that help clients manage transactions securely and efficiently. These solutions streamline payment processes, improve cash flow, and enhance the client experience. AffiniPay distinguishes itself from competitors by focusing on the unique needs of professional services and ensuring compliance with industry regulations, which is essential for clients handling sensitive financial information. The company's goal is to be a trusted partner for professionals by providing secure and effective payment processing solutions that meet their specific requirements.
Company Size
501-1,000
Company Stage
Growth Equity (Venture Capital)
Total Funding
N/A
Headquarters
Austin, Texas
Founded
2005
Simplify's Take
What believers are saying
- AffiniPay processes up to $13 billion annually, showcasing its market strength.
- The company is expanding AI-powered features, enhancing its technological offerings.
- Genstar Capital's investment supports AffiniPay's growth in practice management software.
What critics are saying
- AffiniPay is up for sale, potentially leading to strategic changes.
- Increased competition from niche payment companies acquired by larger firms.
- Challenges in adopting AI features could impact technological advancements.
What makes AffiniPay unique
- AffiniPay specializes in payment solutions for professional services like legal and accounting.
- The company offers industry-specific platforms such as LawPay and CPACharge.
- AffiniPay emphasizes security and compliance, crucial for handling sensitive financial information.
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Benefits
Remote Work Options
Company News
AffiniPay appoints Leslie Witt as Chief Product Officer.
AffiniPay has introduced AI-powered features within MyCase and Docketwise, with additional tools planned for release under LawPay and CASEpeer IQ later this year.
Self-service payments technology and software company Cantaloupe is reportedly considering putting itself up for sale.It’s one of the strategic offerings the company is weighing, along with a go-private transaction, Reuters reported Tuesday (Feb. 25), citing unnamed sources.The company provides payments technology to power transactions in self-service situations, such as car washes or vending machines.Cantaloupe did not immediately reply to PYMNTS’ request for comment.Mergers and acquisitions in the digital payments space have come sporadically in the last two years, per the report. However, deals have been more robust for niche payment companies as larger firms look to bolster their offerings and as private equity firms increase their investments in the digital payments space.For example, payments company Shift4 announced this month it would acquire tax-free shopping-focused Global Blue in a deal worth $2.5 billion, which CEO Jared Isaacman referred to as the “most significant” in the firm’s history.Last year, Genstar Capital announced it bought a stake in AffiniPay, which provides payments to professionals like accountants and lawyers.Months earlier, Canadian payments firm Nuvei was purchased by private equity outfit Advent International in a $6.3 billion deal.Cantaloupe CEO Ravi Venkatesan discussed with PYMNTS the challenges of providing a frictionless experience for consumers making self-service payments in an interview posted Wednesday (Feb. 26).For example, Amazon made headlines years ago with Amazon Go, its retail store concept powered by Just Walk Out technology. Although those efforts have been scaled back, Amazon Go opened observers’ eyes to what is possible.“The mass market product is likely a convenience store where the traditional experience is still there, but there’s a grab-and-go section,” Venkatesan said. “People will gravitate there and then, slowly, that grab-and-go section will become bigger.”There is potential to modernize retail so the experience melds shopping, buying and exiting the store, he said
AffiniPay appoints Nathan Waite as Chief Revenue Officer.
AffiniPay, a provider of legal practice management software, integrated payments and embedded fintech solutions for professionals, hires Nate Skinner as CMO.