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Merchant Onboarding Specialist
1 month ago
PayEngine is a cutting-edge financial technology company that provides embedded, full-service payment solutions to its partners. Our vertically focused SaaS platform leverages APIs, webhooks, and proprietary widget technology to enable seamless payments for customers.
About the RoleWe are seeking a highly motivated Onboarding Specialist to join our team. As an Onboarding Specialist, you will be responsible for managing merchant application processing across PayEngine processors. This includes submitting applications, coordinating with necessary parties, and moving applications through the operations funnel stages to account activation.
Responsibilities- Meet or exceed operations-based SLA targets
- Act with a sense of urgency when engaging with a processor, a partner, or a merchant
- Effectively communicate time limitations when necessary to a partner or a merchant
- Immediately raise to line manager any at-risk SLA deliverables
- Be a subject matter expert on all PayEngine processors' standard operating procedures
- Own, maintain, and update assigned onboarding SOPs
- Be a merchant advocate to the processor when necessary
- Maintain accurate application pipeline records within all internal systems
- Understand potential onboarding issues and proactively take steps to avoid an undesirable onboarding situation
- Execute application processing management, including submitting and managing application submissions to processors, keeping up-to-date records in all internal systems, communicating application processing challenges, and coordinating with multiple providers as needed
- Bachelor's degree in Business, Marketing, Communications, or related discipline
- 3+ years merchant services application processing experience with a top-tier, e-commerce processor or equivalent
- SaaS payments orchestration experience a plus
- Standard Operating Procedures development and maintenance experience
- Advanced proficiency with Google Suite tools, including Drive, Gmail, Calendar, and Sheets
- Proficient with updating Jira boards and/or Confluence pages
- Experience using Customer Relationship Management (CRM) systems a plus
- Excellent task management, written, verbal, and interpersonal communication skills
- Self-motivated, driven, and able to operate independently with minimal supervision
- Ability to work as a part of a team
- Must be organized and have excellent time management skills
- Must be able to engage with business professionals at all levels
- Must be articulate, friendly, and outgoing to convey a variety of ideas and concepts
- Ability to work to a very high standard under pressure
- Ability to meet or exceed deadline requirements