Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Missy Diamant

Dublin,CA

Summary

Dedicated and ambitious professional with over 18 years of experience in Payment Processing roles in the financial industry. Seeking an opportunity to use this experience in a new position that will allow for further career growth. Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.

Overview

17
17
years of professional experience

Work History

Payments Relationship Manager/Customer Success Manager

Epicor Software Corporation
09.2021 - Current
  • Assisting with on-boarding process of new accounts for top earning merchants.. with anything EPX Payments related.
  • Delivering positive experiences to customers at every touch point through clear communication and implementing strategies to improve satisfaction.
  • Addressing inquiries from clients and department team members.
  • Constantly monitoring accounts in order to provide proactive solutions rather than reactive ones.
  • Maintaining overall knowledge of how card brands and merchant providers work to enhance merchant solutions.
  • Completing yearly PCI/DSS and additional financial trainings.
  • Conducting due diligence and fulfilled risk and underwriting requirements, communicating with other departments to complete requests.
  • Review monthly reports to track growth for top merchants on a MoM and YoY basis.
  • Assisting with onboarding process of new accounts for top earning merchants.
  • Serving as voice of merchants when collaborating with product teams to enhance product solutions for the merchants.
  • Collaborating with different teams on new projects and product solutions before they are rolled out to the merchants.

IT Tech/Purchaser/Project Manager, PMO

Epicor Software Corporation
03.2021 - 09.2022
  • Negotiated policies and contracts with vendors to achieve optimal pricing and consistent availability.
  • Computed and created purchase orders in E10/Kinetic to monitor stock levels, verify purchase requisitions, and expedite customer orders.
  • Maintained complete documentation and records of all purchasing activities.
  • Computed and created purchase orders to monitor stock levels, verify purchase requisitions and expedite customer orders.
  • Researched suppliers based on availability, quality, selection, and price.
  • Maintained and reviewed computerized records of items purchased and costs associated with purchases.
  • Negotiated with suppliers, vendors and other representatives.
  • Checked items received against items ordered by verifying receipts.
  • Reviewed proposals, qualified vendors, and recommended optimal suppliers.
  • Tracked inventory shipments and prepared spreadsheets detailing item information.
  • Communicated with vendors regarding inventory needs and negotiated prices to maintain profit margins.
  • Performed monthly reconciliation of open purchasing orders.
  • Oversaw financial administration and managed CMDB inventory while selecting and monitoring vendors.
  • Interacted with vendors, store managers and other stakeholders to maintain on-time deliveries.
  • Developed and managed budgets for purchasing and projected purchasing needs.
  • Managed and maintained purchase orders and invoices.

Lead Senior Payment Operations Specialist

Epicor Software Corporation
01.2007 - 03.2021

Chosen as the Lead trainer/QA specialist for new products for our internal team, providing additional support to the advice line. Develops strong working collaborations with sales professionals covering the US to ensure properly selling techniques are implemented for the Protobase software and/or EPX credit card processing for their integrated POS software.

  • Set up both new and existing customer with credit card functionality as new stores open, expanding current stores or adding additional features for their software.
  • Support sales reps through the process of opening new accounts and upgrading existing service to ensure proper and continuous payment functionality.
  • Quickly and effectively solve customer challenges, working with client sales reps and field engineers to tackle any issues that arise from start to finish with their project.
  • Maintain quality control/satisfaction records, constantly seeking new ways to improve customer service.
  • Contribute to the development of project plans by participating in the scoping and estimating proposed projects.
  • Develop effective and efficient solutions by researching/analyzing issues, defining opportunities for process improvements and making recommendations.
  • Develop interactive and innovative strategies to increase outcomes-based results.
  • Deliver and evaluate training modules that support organizational sales directives and goals.
  • Incorporate industry beliefs and professional development guides for employees to achieve proper industry exposure.

Education

Associate of Science - Business

Modesto Junior College
Modesto, CA
06.2004

Skills

  • Excellent interaction and communication abilities
  • Payment Processing
  • Processing Tools
  • Statement Evaluations
  • De-escalation Techniques
  • Customer Education and Consulting
  • CRM Software
  • Acquisition and Retention Strategies
  • Project Management
  • Efficient in time management skills and able to complete tasks with little to no supervision
  • Eager and willing to learn new skills and take on challenges to continue career growth
  • Documentation and Reporting
  • Proactive and Focused
  • Teamwork and Collaboration
  • Adaptable to Changing Conditions
  • Literate in Word, Excel, Powerpoint
  • Portfolio Growth
  • Relationship Management
  • Data Analytics
  • Client Relations
  • Customer Needs Assessment

Languages

English

Timeline

Payments Relationship Manager/Customer Success Manager

Epicor Software Corporation
09.2021 - Current

IT Tech/Purchaser/Project Manager, PMO

Epicor Software Corporation
03.2021 - 09.2022

Lead Senior Payment Operations Specialist

Epicor Software Corporation
01.2007 - 03.2021

Associate of Science - Business

Modesto Junior College
Missy Diamant