Onboarding Specialist (Client Onboarding & Payment Operations)

About the role

We are seeking an Onboarding Specialist to manage a high‑volume merchant onboarding pipeline for Paystone’s payment processing platform. The role involves guiding merchants from application submission through activation, ensuring accuracy and adherence to strict service‑level agreements.

Key responsibilities

• Manage the full onboarding lifecycle for high‑volume merchant accounts across multiple acquirers.
• Process applications from submission through activation while meeting 24‑hour SLA timelines.
• Act as the primary point of contact for internal sales teams and acquirer underwriters.
• Coordinate application completion, verify documentation accuracy, and secure timely approvals.
• Review and audit merchant applications and supporting documents before submission.
• Identify discrepancies, missing information, and potential issues to prevent rework.
• Enter accurate data across multiple acquirer portals and maintain records in Salesforce.
• Provide proactive updates on onboarding progress, delays, and outstanding requirements.
• Document process updates, acquirer mandates, and suggest workflow improvements.

Required profile

• Post‑secondary education in Business Administration, Operations or a related field (asset).
• 4+ years of experience in client or merchant onboarding within a fast‑paced environment.
• Proven ability to manage a high‑volume onboarding pipeline independently.
• Strong attention to detail and ability to make sound decisions in ambiguous situations.
• Experience communicating application corrections clearly while maintaining professional relationships.

Required skills

• Salesforce
• Onboarding portals
• Data entry across multiple systems
• Acquirer portal navigation