Merchant Onboarding Specialist

Lead the end-to-end payment boarding process for new merchants, including government utilities, taxes, insurance, and other adhoc payments

Review customer agreements, and vendor documents to determine accurate system configuration and setup requirements.

Collaborate with major payment vendors (Amex, Chase, PayPal, Fiserv, MCC, etc.) to ensure seamless merchant integrations and timely setup completions.

Complete vendor-specific configurations, such as PayPal, MCC, and Chase setups, based on client needs.

Conduct thorough manual testing of payment systems and products to validate performance and functionality before merchant go-live.

Identify and resolve issues during testing to ensure a smooth transition into production.

Serve as the primary point of contact for merchants during the onboarding process, addressing questions and clarifying requirements.

Organize and lead meetings with merchants, clients, and payment vendors to align on expectations, timelines, and deliverables.

Process and implement merchant/client bank change requests in collaboration with vendors and internal teams.

Manage and update fee schedules in the system, ensuring accurate billing and internal record-keeping.

Maintain detailed documentation of all onboarding and add-on requests.

Ensure compliance with internal processes and vendor-specific protocols during onboarding activities.

Competencies:

Excellent written and verbal English communication skills (phone and email)

Fintech, Payments, payment/system/client Onboarding experience required

Ability to learn and become well-versed with InvoiceCloud's products and services

Good interpersonal skills

Customer-centric, positive attitude and willingness to learn

Maintain sense of urgency

Excellent time management skillsRole & responsibilities

Preferred candidate profile