Onboarding Specialist, Client Onboarding & Payment Operations

This is a fully remote position, open to applicants in Colombia.

📋 Description

• Oversee the complete onboarding process for a large volume of 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 and accompanying documentation prior to submission, identifying discrepancies, missing information, and potential issues to prevent rework and application delays.

• Accurately input data across multiple acquirer portals.

• Keep records current in Salesforce and internal tracking systems.

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

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

• Identify areas for improvement in onboarding workflows, SOPs, and overall operational efficiency.

⛳️ Requirements

• A post-secondary degree in Business Administration, Operations, or a related field is advantageous.

• A minimum of 4 years of experience in client or merchant onboarding within a dynamic environment.

• Demonstrated ability to independently manage a high-volume onboarding pipeline while balancing multiple active files and 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 robust working relationships.

• Capability to quickly adapt and effectively navigate complex or ambiguous situations with sound judgment and problem-solving abilities.

• Familiarity with Salesforce, onboarding portals, or similar operational systems, ensuring a high level of data accuracy.

• Ability to provide clear and proactive updates regarding onboarding progress, delays, and outstanding requirements.

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

🏝️ Benefits

• Compensation linked to market data.

• Flexible Time-off.

• Commitment to career development.

• Remote work options.