Payment Conversion Specialist

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

📋 Description

• Perform proactive outreach via phone and email to suppliers involved in payment conversion initiatives.

• Articulate the approved electronic payment options, advantages, and program requirements.

• Convey business customers’ payment strategies and operational guidelines.

• Address supplier inquiries and resolve concerns regarding electronic payment adoption.

• Oversee follow-up activities throughout the enrollment process, closure, or formal handoff.

• Facilitate supplier participation and the acceptance of electronic payment solutions.

• Review supplier records to confirm contact information and payment details.

• Investigate supplier inquiries and deliver prompt, accurate responses.

• Coordinate communications among business customers, suppliers, and internal financial institution teams.

• Direct nonstandard inquiries and escalate issues related to commercial, technical, policy, compliance, and other areas.

• Enroll suppliers following approved procedures and guidelines.

• Identify exceptions and forward nonstandard enrollment requests for further review.

• Keep precise records of outreach, enrollment, follow-ups, and case statuses.

• Monitor cases until completion or handoff with appropriate documentation.

• Supply activity data for monthly reporting, campaign tracking, and program performance evaluation.

• Manage multiple high-volume supplier cases while ensuring productivity and precision.

• Adhere to relevant policies, procedures, operational guides, regulatory standards, and quality benchmarks.

• Operate independently while aligning with client priorities and escalation protocols.

⛳️ Requirements

• Over 5 years of experience in client service, sales, operations, financial services, payments, or a related area.

• At least 2 years of direct experience in supplier enablement supporting electronic payment adoption.

• Professional experience in outbound calling or sales.

• Preferred experience in supplier onboarding, business payments, commercial cards, ACH, Treasury Management, accounts payable, or payment conversion initiatives.

• Experience with a bank, payment provider, fintech organization, or large corporate payments program is advantageous.

• Preferred experience in a regulated or compliance-focused environment.

• Moderate proficiency in Microsoft Excel, including formulas, filtering, sorting, and formatting.

• Familiarity with CRM systems, call-tracking platforms, workflow tools, or case-management systems.

• Capability to review records, investigate inquiries, apply approved solutions, and maintain accurate documentation.

• Exceptional organizational skills and ability to manage multiple cases, follow-ups, and competing priorities.

• Ability to meet deadlines while ensuring quality and attention to detail.

• Strong verbal communication skills and a professional, confident telephone demeanor.

• Clear and effective writing skills for business emails and stakeholder communication.

• Ability to explain processes and payment options in simple terms.

• Strong problem-solving skills and judgment to differentiate routine questions from those needing escalation.

• Ability to work independently while collaborating with suppliers, business customers, and internal teams.

• Consistent follow-through, attention to detail, and focus on service quality and campaign objectives.

• Must be eligible to work on Blend’s W2 without sponsorship.

• Must be able to work across U.S. time zones.

🏝️ Benefits

• Health insurance

• Vision insurance

• Dental insurance

• 401K plan

• Life insurance

• Pretax commuter benefits

• Supportive team environment

• Paid Time Off (PTO)

• Disability coverage

• Employee Assistance Programs (EAPs)

• Spending accounts