Onboarding Specialist

• Manage the full onboarding lifecycle for high-volume merchant accounts across multiple acquirers
• Process applications from submission through activation and transaction readiness while meeting 24-hour SLA timelines
• Act as the primary point of contact for internal sales teams and acquirer underwriters
• Coordinate application completion, documentation accuracy, and timely approvals
• Review and audit merchant applications and supporting documentation before submission. Identify discrepancies, missing information, and potential issues to prevent rework and application pends.
• Complete accurate data entry across multiple acquirer portals. Maintain up-to-date records within Salesforce and internal tracking systems.
• Manage ongoing follow-ups, status updates, and active onboarding workflows.
• Document and share onboarding process updates, acquirer mandates, and operational changes with the team.
• Identify opportunities to improve onboarding workflows, SOPs, and overall operational efficiency.

Onboarding Specialist – Client Onboarding, Payment Operations

Customer Success Manager

• Act as a trusted operational partner to Customer Success leadership, translating strategy into scalable execution
• Own and evolve the global Customer Success operating model, ensuring consistency and scalability across regions
• Drive the rhythm of the business (weekly, monthly, quarterly) to proactively identify churn risk and optimize performance
• Define and track KPIs and leading indicators to measure customer health, retention, expansion, and predictability
• Own and enhance the end-to-end Customer Success Manager (CSM) experience, improving workflows, tools, and processes
• Reduce operational friction and increase time spent on high-value customer engagement
• Drive cross-functional alignment with Renewals, Support, Professional Services, Sales, Finance, and Systems teams
• Lead change management initiatives to ensure adoption of new processes, tools, and operating models
• Leverage data, analytics, and AI-driven capabilities to identify churn risk, surface expansion opportunities, and improve predictability
• Partner with systems and analytics teams to build scalable reporting, workflows, and predictive models

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Onboarding Specialist – Client Onboarding, Payment Operations

Senior Renewals Operations Manager, Customer Success