Deal Operations Specialist
Paysafe
full-time
Posted on:
Location Type: Hybrid
Location: Jacksonville • Florida • United States
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About the role
- Serve as a subject matter expert on deal workflows, providing guidance and support to internal stakeholders.
- Provide advisory on questions or concerns regarding onboarding of new merchant accounts, ensuring accurate setup in Salesforce and alignment with underwriting and operational requirements.
- Coordinate cross-functional efforts to activate accounts quickly and minimize friction across teams.
- Monitor and report on deal status, activation KPIs, and pipeline health using Salesforce and internal dashboards.
- Identify and recommend process improvements to accelerate deal velocity and enhance internal coordination.
- Support new deal journey documentation requests.
Requirements
- Bachelor’s degree, or equivalent experience in lieu of a degree, required.
- Minimum of two years’ experience in a customer facing operational role within merchant services, payment processing, or financial analysis required; within the payments industry, preferred.
- Strong analytical mindset with attention to detail and a bias for action.
- Proven ability to produce clear and structured documentation, including process flows, work instructions and operational guides, to support scalable operations and cross-functional alignment.
- Excellent communication and collaboration skills; confident navigating cross-functional teams.
- Proficiency in Salesforce or similar CRM platforms.
Benefits
- Health insurance
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
process flowswork instructionsoperational guidesanalytical skillsdocumentation skills
Soft skills
attention to detailbias for actioncommunication skillscollaboration skills
Certifications
Bachelor’s degree