Onboarding Specialist – Client Onboarding, Payment Operations
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Job Description
Onboarding Specialist managing high-volume merchant onboarding at Paystone. Coordinating application processes and ensuring efficiency within the payment operations environment.
Responsibilities:
- 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.
Requirements:
- Post-secondary education in Business Administration, Operations, or a related field is considered an asset.
- 4+ years of experience in client onboarding or merchant onboarding within a fast-paced environment.
- Proven ability to manage a high-volume onboarding pipeline independently while balancing multiple active files and ongoing follow-ups.
- Ability to review documentation thoroughly, identify discrepancies, and ensure accuracy before submission.
- Experience communicating application corrections or rework requirements clearly and professionally while maintaining strong working relationships.
- Ability to adapt quickly and navigate complex or unclear situations with sound judgment and problem-solving skills.
- Experience working with Salesforce, onboarding portals, or similar operational systems with a high level of data accuracy.
- Ability to provide clear and proactive updates on onboarding progress, delays, and outstanding requirements.
- Familiarity with Canadian business documentation, business structures, or customer operations is considered an asset.
Benefits:
- Compensation tied to market data
- Flexible Time-off
- We’re committed to career development
- Work from home
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