Client Operations Specialist (Merchant Services & Payroll)

Landmark Payroll•Commerce, CA

About The Position

We are seeking a highly organized and dependable Client Operations Specialist to support operations across our two growing companies- Source One Payment Solutions (merchant services/credit card processing) and Landmark Payroll . This role combines client service, operational support, merchant services administration, and payroll processing. The ideal candidate is detail-oriented, professional, and comfortable working in a fast-paced environment. Experience in merchant services or payroll is a plus, but not required . We are willing to train the right person with strong organizational, communication, and technical skills. Must be able to communicate effectively with clients and team members by phone and email.

Requirements

Strong organizational and time management skills
Excellent written and verbal communication skills; must be able to communicate effectively by phone and email
Ability to multitask, prioritize, and solve problems independently in a fast-paced environment
Comfortable troubleshooting issues and using CRM systems and multiple software platforms
Proficiency with Microsoft Office and general computer systems
Professional, dependable, and detail-oriented

Nice To Haves

Experience in merchant services, payment processing, payroll, HR, banking, or accounting is a plus but not required

Responsibilities

Answer and direct incoming phone calls in a professional and friendly manner
Communicate with clients and team members by phone and email regarding account questions, onboarding, troubleshooting, and ongoing support
Manage day-to-day office administrative tasks and support overall operations
Use our CRM and other internal software systems to maintain and update client records
Work closely with sales representatives to assist with new accounts, onboarding, and client follow-up
Support client onboarding and documentation for merchant service and payroll accounts
Assist merchant services clients with troubleshooting, setup, and support for credit card machines, payment terminals, and payment processing systems
Help coordinate troubleshooting and support for different payment solutions and processing platforms
Maintain organized client records and internal documentation
Assist with reporting, data entry, and system updates
Quickly learn and adapt to new software, platforms, and systems; proactively troubleshoot and resolve client or internal issues
Collaborate closely with internal teams, including sales, operations, and technical support, to ensure seamless client experiences
Identify opportunities to improve processes, streamline operations, and enhance client experience across both payroll and merchant services
Manage and maintain a book of payroll clients
Process and run client payrolls accurately each pay period
Troubleshoot payroll-related questions and issues with clients, communicating by phone and email
Ensure payrolls are processed timely and in accordance with company procedures
Provide exceptional client support and maintain professionalism under all circumstances