Onboarding Specialist (Client Onboarding & Payment Operations)
WFA Digital Insight
The demand for skilled onboarding specialists in the payment processing industry is on the rise, with companies like Paystone leading the charge. As the industry continues to evolve, professionals with expertise in Salesforce and payment operations are in high demand. With the global payment processing market projected to reach
Job Description
About the Role
As an Onboarding Specialist at Paystone, you will play a critical role in managing the full onboarding lifecycle for high-volume merchant accounts across multiple acquirers. Your primary responsibility will be to ensure that merchant payment applications are processed accurately and within established SLAs. You will work closely with internal sales teams, acquirers, and operational stakeholders to guarantee seamless onboarding experiences for Paystone's clients. The role requires strong organizational skills, attention to detail, and the ability to manage multiple active files simultaneously while working independently and making sound decisions in complex situations.The onboarding process involves reviewing documentation, troubleshooting discrepancies, coordinating follow-ups, and helping merchants move smoothly through the onboarding process. You will be the primary point of contact for internal sales teams and acquirer underwriters, ensuring that applications are complete, accurate, and approved in a timely manner. Your ability to work independently, prioritize tasks, and meet deadlines will be essential in this fast-paced operational role.
Paystone's onboarding team is dedicated to delivering exceptional customer experiences, and as an Onboarding Specialist, you will be an integral part of this effort. You will have the opportunity to work with a talented team of professionals who share your passion for innovation, customer satisfaction, and operational excellence.
What You Will Do
- Manage the full onboarding lifecycle for high-volume merchant accounts across multiple acquirers
- Process applications from submission through activation and transaction readiness while meeting 24-hour SLA timelines
- Act as the primary point of contact for internal sales teams and acquirer underwriters
- Coordinate application completion, documentation accuracy, and timely approvals
- Review and audit merchant applications and supporting documentation before submission
- Identify discrepancies, missing information, and potential issues to prevent rework and application pends
- Complete accurate data entry across multiple acquirer portals
- Maintain up-to-date records within Salesforce and internal tracking systems
- Manage ongoing follow-ups, status updates, and active onboarding workflows
- Document and share onboarding process updates, acquirer mandates, and operational changes with the team
- Identify opportunities to improve onboarding workflows, SOPs, and overall operational efficiency
What We Are Looking For
- Post-secondary education in Business Administration, Operations, or a related field
- 4+ years of experience in client onboarding or merchant onboarding within a fast-paced environment
- Proven ability to manage a high-volume onboarding pipeline independently while balancing multiple active files and ongoing follow-ups
- Ability to review documentation thoroughly, identify discrepancies, and ensure accuracy before submission
- Experience communicating application corrections or rework requirements clearly and professionally while maintaining strong working relationships
- Ability to adapt quickly and navigate complex or unclear situations with sound judgment and problem-solving skills
- Experience working with Salesforce, onboarding portals, or similar operational systems with a high level of data accuracy
- Ability to provide clear and proactive updates on onboarding progress, delays, and outstanding requirements
- Familiarity with Canadian business documentation, business structures, or customer operations is considered an asset
Nice to Have
- Experience in the payment processing industry
- Knowledge of Canadian business regulations and compliance requirements
- Certification in a related field, such as operations or business administration
Benefits and Perks
- Compensation tied to market data
- Flexible time-off policy
- Opportunities for career development and growth
- Work-from-home arrangement
- Access to cutting-edge technology and tools
- Collaborative and dynamic work environment
- Recognition and rewards for outstanding performance
How to Stand Out
- Showcase your ability to work independently and manage multiple tasks simultaneously in your application and during interviews.
- Highlight your experience with Salesforce and other onboarding portals to demonstrate your technical skills.
- Prepare examples of times when you had to troubleshoot discrepancies or navigate complex situations, and explain how you resolved them.
- Research Paystone's company culture and values, and be prepared to discuss how your own values and work style align with theirs.
- Emphasize your attention to detail and organizational skills, as these are critical for success in this role.
- Be prepared to discuss your experience with data entry, record-keeping, and reporting, and explain how you ensure accuracy and efficiency in these tasks.
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