Job Description
Job Summary
- The Merchant Onboarding Specialist is responsible for managing all aspects of merchant onboarding, ensuring a seamless experience from documentation to activation and sales enablement.
- This role involves close collaboration with growth managers, key account teams, and internal stakeholders to track onboarding data, resolve issues, and retain strong relationships with merchants.
- The ideal candidate will possess excellent organizational, communication, and problem-solving skills to enhance the merchant’s experience and support business growth.
Job Details
Merchant Onboarding & Activation:
- Oversee the completeness of merchant documentation, ensuring compliance with onboarding requirements.
- Register merchants on the designated merchant registration platform and ensure they receive their credentials promptly.
- Follow up to ensure merchants are fully activated and ready to begin sales.
Collaboration & Coordination:
- Work closely with growth managers and key account teams to align on merchant onboarding activities and timelines.
- Liaise with technology and product teams to resolve merchant-related issues promptly.
- Ensure seamless communication between merchants and internal stakeholders to enhance onboarding efficiency.
Data Tracking & Reporting:
- Track and maintain detailed data on merchant onboarding across all channels, from initial registration to activation and sales performance.
- Provide regular updates and insights to the Embedded Finance Lead on onboarding progress and challenges.
- Use onboarding data to identify bottlenecks and recommend process improvements.
Issue Resolution & Support:
- Address and resolve all merchant-related issues during and after boarding, collaborating with the tech and product teams as needed.
- Act as the primary point of contact for merchants during the onboarding process, providing support and guidance.
Merchant Retention & Relationship Management:
- Focus on ensuring merchants have a seamless onboarding experience that fosters long-term engagement.
- Build and maintain strong relationships with merchants to ensure their satisfaction and loyalty.
Requirements
- Bachelor’s degree in business administration, Management, or a related field.
- 2+ years of experience in merchant onboarding, account management, operations management or customer service roles.
- Excellent organizational skills and attention to detail for managing documentation and tracking data.
- Strong interpersonal and communication skills for engaging with merchants and internal teams.
- Problem-solving mindset with the ability to address and resolve issues efficiently.
- Proficiency in using onboarding and CRM platforms to track merchant activities.
- Proficiency in data analysis tools such as Excel
- Ability to work collaboratively in a fast-paced environment.