Onboarding Specialist – Client Onboarding, Payment Operations

📋 Description

• Oversee the entire onboarding process for high-volume merchant accounts across various acquirers.

• Handle applications from submission through 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 the completion of applications, 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 avoid rework and application delays.

• Conduct precise data entry across multiple acquirer portals, and keep records updated within Salesforce and internal tracking systems.

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

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

• Identify and implement opportunities to enhance onboarding workflows, standard operating procedures, 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 onboarding or merchant onboarding within a dynamic environment.

• Demonstrated ability to independently manage a high-volume onboarding pipeline while balancing multiple active files and ongoing follow-ups.

• Capability to thoroughly review documentation, identify discrepancies, and ensure accuracy prior to submission.

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

• Aptitude for quickly adapting and navigating 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.

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

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

🏝️ Benefits

• Compensation aligned with market data.

• Flexible time-off policy.

• Commitment to career development.

• Work-from-home options available.