Professional Services Specialist

Hi, We’re AffiniPay! 

AffiniPay is a leading fintech company, based out of Austin, Texas. As the market leader in professional services payments and practice management software, AffiniPay’s tech products serve legal, accounting, architectural, engineering and construction firms. AffiniPay has been recognized as one of Inc. 5000’s fastest growing companies in the U.S. for 11 years in a row, and as a result, our teams continue to grow as well! 

As part of our Professional Services department, the Professional Services Specialist takes the lead role in managing custom solutions for our clients. The primary day-to-day tasks include building templates/documents, creating intake forms within our software, and integrating our software with their solutions.

Ideal candidates have a passion for customer satisfaction, an affinity for details and project management, and possess a strong record of independent action and excellent judgment.

What You’ll Do:

• Manage pipeline of our professional services, which includes 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 our 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 (Websites, etc.).
• Communicate potential product enhancements to Senior Specialists and management.
• Other duties as requested.

About You:

• This position is based Austin, TX and requires 2-3 days in the AffiniPay 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

 

Additional Information

The pay range for this position is between $50,000 - $57,000 annually. AffiniPay is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job-related knowledge, skills, experience and education.  This position is non-exempt and eligible for overtime. 

Our Story

Founded in 2005, AffiniPay’s mission is to build technology products that helps professionals focus on the work they love. As the leader in the professional payments industry, AffiniPay’s products serve legal, accounting, architectural, engineering and construction firms. Our portfolio of software solutions include MyCase (Legal Practice Management Software), CASEpeer (Practice Management for Personal Injury Firms), Docketwise (Immigration & Case Management Software), (Soluno (Legal Accounting), and Woodpecker (Legal Document Automation). Our portfolio of payment solutions include LawPay (Legal), AffiniPay for Associations (Associations), CPACharge (Accounting Professionals), and ClientPay (Architect, Engineer, and Construction). AffiniPay’s products serve over one hundred thousand users, and we are noted as one of the fastest growing tech companies in Austin, Texas. We are constantly looking for talent to join our team to continue playing a key part in unlocking our potential. 

 

Diversity, Equity & Inclusion at AffiniPay

At AffiniPay, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that