Payment Operations Specialist

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

📋 Description

• Oversee and reconcile daily financial transactions across various platforms, including ACH returns, chargebacks, refunds, and member payments.

• Work collaboratively across departments to address payment discrepancies and ensure accurate record-keeping.

• Assess and validate documentation for onboarding merchant accounts.

• Provide support for changes in the merchant account lifecycle, including banking modifications, legal updates, and transitions for clubs.

• Assist clients via phone and email with inquiries related to payments and merchant services.

• Monitor trends to identify opportunities for enhancing processes and mitigating risks.

• Ensure PCI compliance and handle sensitive information with care.

• Cultivate expertise in integrated payments, encompassing card brand fees, account structures, and regulatory standards.

• Oversee the procurement of payment hardware and facilitate client setup.

• Document workflows and maintain internal systems such as Salesforce and Microsoft Teams.

• Drive initiatives and projects to successful completion by utilizing planning, metrics, and structured approaches.

• Participate in occasional holiday and weekend on-call rotations and be available for overtime during peak periods or special projects.

⛳️ Requirements

• Minimum of 2 years of relevant experience in accounting, payment processing, or SaaS.

• Strong analytical capabilities.

• Proven experience in financial reconciliation and management of client accounts.

• Proficient in Excel and Microsoft Office applications.

• Exceptional written, verbal, and professional communication abilities.

• Keen attention to detail.

• Comfortable managing sensitive financial information.

• An operationally focused mindset with the capacity to drive cross-functional execution and results.

• Ability to work across multiple systems and monitors concurrently.

• Willingness to support occasional holiday and weekend on-call shifts.

• Flexibility to work overtime during busy periods or on special projects.

🏝️ Benefits

• Open PTO policy.

• Quarterly Days of Disconnect.

• Parental & Pawternity Leave.

• Quarterly fitness reimbursement.

• Medical/Dental/Vision coverage.

• Employee Assistance Program (EAP).

• Premium Calm App subscription for employees and up to 4 dependents over age 16.

• Continuous training and professional development opportunities.

• Bonuses, commissions, equity, or other incentive programs may be available where applicable.