Partner Operations Coordinator
Nuvei
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- Coordinate ACH merchant and partner onboarding workflows, ensuring required applications and documentation are complete and internal onboarding prerequisites are met prior to Relationship Manager assignment.
- Manage the internal submission, validation, and tracking of ACH merchant and partner applications to ensure accuracy and completeness.
- Serve as the primary internal coordination point during onboarding across cross-functional teams to support readiness for RM engagement.
- Monitor and triage inbound inquiries received through the shared sales inbox, performing initial screening and routing to the appropriate owner.
- Schedule and lead initial onboarding calls with partners to walk through processes and capture requirements, with assigned RMs present.
- Own post-call follow-up execution, including preparation and distribution of onboarding summaries, coordination of documentation requests, and tracking of internal action items.
- Prepare and distribute standardized ACH document packages, agreements, applications, and onboarding materials.
- Manage and maintain partner-specific ACH application templates, including custom pricing and configuration fields, ensuring alignment with approved commercial inputs and centralized control.
- Maintain and coordinate updates to ACH agreements, applications, reference documentation, forms, and external-facing materials in collaboration with Marketing, Product, Legal, and Operations, ensuring accuracy and organized storage.
- Serve as an internal point of contact for day-to-day ACH process and documentation questions, escalating policy, pricing, or exception requests as appropriate.
- Collaborate with Learning & Development and other stakeholders to maintain accurate, version-controlled ACH content within the Nuvei Info Center and other internal knowledge repositories.
- Prepare and maintain routine operational reports related to onboarding status, documentation completeness, and pipeline activity to support visibility and coordination.
- Identify recurring issues, process gaps, or inefficiencies within onboarding and partner operations workflows and recommend improvements to enhance consistency and execution efficiency.
Requirements
- Strong organizational and prioritization skills
- Knowledge of CRM systems and onboarding/partner operations workflows
- Strong problem-solving and written/verbal communication skills
- Proficiency in Excel, Word, PowerPoint, and Outlook; familiarity with PDF editing tools preferred
- Experience in partner enablement content, documentation management, and cross-functional projects (preferred)
- 2yrs+ payments or fintech industry experience (preferred)
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
documentation managementonboarding workflowspartner enablement contentprocess improvementoperational reporting
Soft Skills
organizational skillsprioritization skillsproblem-solving skillswritten communication skillsverbal communication skills