Payments Onboarding Specialist

EverCommerce

full-time

Posted on: 12/12/2025

Location Type: Remote

Location: Remote • 🇺🇸 United States

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💰 $48,000 - $54,000 per year

JuniorMid-Level

About the role

Manage and prioritize a pipeline of SMB customer applications for software and payment processing.
Work as a liaison between our prospective customers and our payment processors via proactive phone and email outreach.
Communicate cross-functionally with Sales, Customer Success, Customer Care, as well as the prospective merchant and our payment processing partners, to gather, prepare, and submit documentation prior to and throughout the underwriting process.
Place outbound calls to prospective customers to acquire documents and business information necessary in enabling them for payments.
Help reduce churn of new merchants via proactive communication and support to create a positive merchant experience.
Set expectations, consult with prospective merchants, and seek solutions to customer concerns and challenges.
Ensure customer onboarding questions are answered, and requests are fulfilled in a timely manner.
Play a key role in accelerating onboarding and application completion to drive total payment volume and revenue growth.
Passionately support our commitment to create an outstanding experience for all customers.

Bachelor’s Degree
1-2 years of experience in software support or sales
Extreme attention to detail with a strong sense of ownership
Hunter mentality, desire to improve conversion metrics
Reliable, strong work ethic and ability to follow a process rigorously, methodically, and independently
Confident, self-motivated problem solver – ability to research solutions and learn independently
Excellent phone presence and strong professional writing skills are required
Comfortable working in a fast-paced, high-growth, rapidly changing environment and can handle juggling several tasks at once
Ability to build rapport and trust with our customers, while navigating challenging customer situations, with a focus on providing an exceptional customer experience.
Salesforce experience a plus
Stripe experience a plus
Underwriting experience in the financial industry a plus

Benefits

Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
Continued investment in your professional development
Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend.
401k with up to a 4% match and immediate vesting
Flexible and generous (FTO) time-off
Employee Stock Purchase Program

Tip: use these terms in your resume and cover letter to boost ATS matches.

software supportsalesunderwriting

attention to detailownershiphunter mentalityreliable work ethicproblem solvingprofessional writingcustomer rapportexceptional customer experience

Bachelor’s Degree