Onboarding Specialist, Client Onboarding & Payment Operations

📋 Description

• Oversee the complete onboarding lifecycle for high-volume merchant accounts across various acquirers.

• Handle applications from submission to activation and transaction readiness while adhering to 24-hour SLA timelines.

• Serve as the main point of contact for internal sales teams and acquirer underwriters.

• Ensure application completion, accuracy of documentation, and timely approvals.

• Review and audit merchant applications along with supporting documentation prior to submission.

• Detect discrepancies, missing information, and potential issues to minimize rework and application delays.

• Perform precise data entry across multiple acquirer portals.

• Keep records updated within Salesforce and internal tracking systems.

• Manage continuous follow-ups, status updates, and active onboarding workflows.

• Document and communicate onboarding process updates, acquirer mandates, and operational changes to the team.

• Identify opportunities to enhance onboarding workflows, standard operating procedures, and overall operational efficiency.

⛳️ Requirements

• Post-secondary education in Business Administration, Operations, or a related field is regarded as an advantage.

• 4+ years of experience in client onboarding or merchant onboarding within a fast-paced setting.

• Proven capability to independently manage a high-volume onboarding pipeline while juggling multiple active files and ongoing follow-ups.

• Proficient in thoroughly reviewing documentation, identifying discrepancies, and ensuring accuracy prior to submission.

• Experience in clearly and professionally communicating application corrections or rework requirements while maintaining strong working relationships.

• Ability to quickly adapt and navigate complex or ambiguous situations with sound judgment and problem-solving skills.

• Familiarity with Salesforce, onboarding portals, or similar operational systems with a strong emphasis on data accuracy.

• Capacity to provide clear and proactive updates on onboarding progress, delays, and outstanding requirements.

• Knowledge of Canadian business documentation, business structures, or customer operations is considered advantageous.

🏝️ Benefits

• Compensation linked to market data.

• Flexible time-off.

• Opportunities for career development.

• Work-from-home options.