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

• Take ownership of new accounts immediately after the sale is closed; introduce the onboarding roadmap and set expectations.
• Consult with clients to collect all necessary content, images, and brand guidelines required for their AI website build.
• Work closely with the technical build team to ensure the project stays on schedule and aligns with the client’s vision.
• Conduct professional video walkthroughs of the completed website, managing revisions and obtaining final approval.
• Responsible for the final collection of payments and ensuring billing accounts are correctly established.
• Maintain detailed, real-time updates in the CRM to ensure the entire team has visibility into the project status.

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Onboarding Specialist, Client Onboarding & Payment Operations

Client Onboarding Specialist