Specialist I, Merchant Implementation, Bill & Pay
Specialist I, Merchant Implementation, Bill & Pay
Posted on :
05-06-2025
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1 Vacancy
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Job Description
Title
Specialist I Merchant Implementation Bill & Pay
Operations
Reports To
Merchant Implementation Manager or equivalent
Position Summary
The Bill & Pay Implementation Specialist is responsible for managing the end-to-end onboarding and technical implementation process for new Bill & Pay accounts. This role ensures that each account is fully configured tested and supported through activation with a strong focus on platform setup customer training AR integration and transactional readiness.
The ideal candidate has a strong operational mindset technical acumen and the ability to guide customers through a high-touch onboarding experience while juggling multiple accounts in progress.
Key Responsibilities
Account Boarding & Setup
- Collaborate with the Deployment/Operations team to:
- Confirm account readiness for onboarding
- Initiate new account setup in the Bill & Pay platform
- Create implementation tickets and track status through completion
- Schedule and host implementation meetings
- Guide merchants through initial configuration including:
- Admin login access and defined user roles
- Customization of company branding (logo colors contact info)
- Configuration of payment settings: convenience fees autopay payment plans and subscriptions
- Enabling notifications such as automated reminders and statement balance alerts
- Customizing letter templates based on use case
Data Integration & AR Tools
- Assist merchants in adding or syncing customer and invoice data
- Set up AR dashboards and customer management tools
- Guide communication setup including:
- Email addresses for customer communication
- Options for click-to-pay links or invoice lookup web tools
- Review of unpaid invoice views and sending options
System Testing & Validation
- Conduct end-to-end testing with the merchant including:
- Test payments through biller and payer portals
- Confirm successful card and ACH transactions
- Troubleshoot or escalate failed transactions as needed (e.g. to gateway)
- Verify return and void processes through the appropriate platforms
- Confirm settlement timing (next day for card 25 days for ACH)
- Ensure customer history and AR data match integrated systems
Post-Onboarding Support
- Maintain implementation ticket through full activation
- Follow up with merchants until first successful processing event is completed
- Educate merchants on submitting support tickets and using internal help resources
- Transition merchant to standard customer support channels
This job description is not an exhaustive list of duties and the post holder will be required to undertake any other reasonable duties discussed and directed by the line manager.
Qualifications
Essential:
- 1 years of experience in customer onboarding implementation or technical support (preferably in fintech payments or AR software)
- Deep understanding of B2B payment workflows and accounts receivable processes
- Strong project coordination and client communication skills
- Experience configuring SaaS platforms and managing virtual training sessions
- Capable of troubleshooting technical issues and escalating appropriately
Desirable:
- Familiarity with the Bill & Pay platform and Payroc systems
- Working knowledge of payment gateways especially TranSafe
- Proficiency with Microsoft Teams and calendaring tools (e.g. Calendly)
- Experience handling ACH and card payment workflows
Job Classification:
- Salaried
Equality Monitoring
At Payroc were committed to creating an inclusive and equitable workplace where everyone has the support they need to thrive. To achieve this we need to ensure that our hiring processworks for everyone regardless of background or identity.The following demographic based questions help us better understand the diversity of candidates applying to join Payroc. It allows us to assess how different groups progress through our hiring process and identify areas where we can improve to be more inclusive.
Please note that:
- Answers are voluntary. Every question includes a Prefer not to say option. Even if you select this for all questions submitting the survey still helps us gain valuable insights. Your decision to participate or not will remain confidential.
- Answers are anonymous. Your responses cannot be linked to you and will not impact your application. We will only use aggregated data for equal opportunities monitoring in our hiring process.
This information is collected in compliance with the General Data Protection Regulation (GDPR) and will be used only for equality monitoring purposes.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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