As a Boarding and Applications Specialist youll play a key role in creating a smooth efficient merchant onboarding experience for our Payments customers. Youll be the connective force between merchants internal teams and our processing partnersensuring every account is accurately set up approved on time and ready for a successful software launch.
This role is perfect for someone who loves solving problems building relationships and helping customers feel confident and supported throughout the application process.
Youll report to the Team Lead Boarding and Applications.
What Youll Do
- Partner with Sales to gather pre-application information
- Collect and verify required merchant documentation
- Perform initial underwriting checks following processor/vendor KYC guidelines
- Accurately board new merchant accounts to increase first-entry approval rates
- Serve as the liaison between merchants and processors to secure timely approvals
- Troubleshoot and resolve merchant account configuration issues
- Support and de-escalate situations with frustrated merchants using patience clarity and empathy
- Build strong collaborative relationships across internal teams to meet launch timelines
- Maintain expert-level knowledge of processor/vendor products platforms and systems
- Become a trusted expert on Daxkos payments products and services
- Follow compliance policies and established SOPs with precision
- Meet and exceed weekly monthly and quarterly performance goals
- Collaborate effectively with team members across all levels of the organization
No travel or budget management required.
Qualifications :
What You Bring
- Expertise (or the ability to quickly gain expertise) in Daxkos payments products
- Strong relationship-building skills
- Outstanding communicationable to explain complex information in a clear concise way
- Exceptional customer service skills with a focus on patience empathy and problem solving
- Sharp critical thinking and troubleshooting abilities
- Strong multitasking and computer skills
- Ability to work independently stay organized and prioritize in a fast-paced environment
- High attention to detail
Education & Experience Required
- Bachelors degree
- 2 years of customer service experience
- 1 year working with credit card processing ACH processing banks or fintech
- Proficiency with PC tools and systems
- Demonstrated success managing complex financial or operational projects
- Experience resolving customer escalations
Preferred Qualifications
- Bachelors degree (if not already met above)
- 3 years of customer service experience
- 2 years working with credit card or ACH processing banks or fintech
- Familiarity with First Data Merchant Services
- Experience with credit card processing applications risk reserves and compliance
Additional Information :
The the pay range for this role is $45000 - $53783.28 annually. Where you fall within the pay range is based on how you demonstrate the attributes and competencies required for the role. We mostly reserve the upper half of our compensation bands for internal addition to base salary we offer a comprehensive benefits package performance-based incentives and opportunities for growth.
#LI-Remote
Daxko is dedicated to pursuing and hiring a diverse workforce. We are committed to diversity in the broadest sense including thought and perspective age ability nationality ethnicity orientation and gender. The skills perspectives ideas and experiences of all of our team members contribute to the vitality and success of our purpose and values.
We truly care for our team members and this is reflected through our offices and benefits and great perks. These perks are only for our full-time team members. Some of our favorites include:
Flexible paid time off
Affordable health dental and vision insurance options
Monthly fitness reimbursement
401(k) matching
New-Parent Paid Leave
Casual work environments
Remote work
All your information will be kept confidential according to EEO guidelines.
Remote Work :
Yes
Employment Type :
Full-time
As a Boarding and Applications Specialist youll play a key role in creating a smooth efficient merchant onboarding experience for our Payments customers. Youll be the connective force between merchants internal teams and our processing partnersensuring every account is accurately set up approved on ...
As a Boarding and Applications Specialist youll play a key role in creating a smooth efficient merchant onboarding experience for our Payments customers. Youll be the connective force between merchants internal teams and our processing partnersensuring every account is accurately set up approved on time and ready for a successful software launch.
This role is perfect for someone who loves solving problems building relationships and helping customers feel confident and supported throughout the application process.
Youll report to the Team Lead Boarding and Applications.
What Youll Do
- Partner with Sales to gather pre-application information
- Collect and verify required merchant documentation
- Perform initial underwriting checks following processor/vendor KYC guidelines
- Accurately board new merchant accounts to increase first-entry approval rates
- Serve as the liaison between merchants and processors to secure timely approvals
- Troubleshoot and resolve merchant account configuration issues
- Support and de-escalate situations with frustrated merchants using patience clarity and empathy
- Build strong collaborative relationships across internal teams to meet launch timelines
- Maintain expert-level knowledge of processor/vendor products platforms and systems
- Become a trusted expert on Daxkos payments products and services
- Follow compliance policies and established SOPs with precision
- Meet and exceed weekly monthly and quarterly performance goals
- Collaborate effectively with team members across all levels of the organization
No travel or budget management required.
Qualifications :
What You Bring
- Expertise (or the ability to quickly gain expertise) in Daxkos payments products
- Strong relationship-building skills
- Outstanding communicationable to explain complex information in a clear concise way
- Exceptional customer service skills with a focus on patience empathy and problem solving
- Sharp critical thinking and troubleshooting abilities
- Strong multitasking and computer skills
- Ability to work independently stay organized and prioritize in a fast-paced environment
- High attention to detail
Education & Experience Required
- Bachelors degree
- 2 years of customer service experience
- 1 year working with credit card processing ACH processing banks or fintech
- Proficiency with PC tools and systems
- Demonstrated success managing complex financial or operational projects
- Experience resolving customer escalations
Preferred Qualifications
- Bachelors degree (if not already met above)
- 3 years of customer service experience
- 2 years working with credit card or ACH processing banks or fintech
- Familiarity with First Data Merchant Services
- Experience with credit card processing applications risk reserves and compliance
Additional Information :
The the pay range for this role is $45000 - $53783.28 annually. Where you fall within the pay range is based on how you demonstrate the attributes and competencies required for the role. We mostly reserve the upper half of our compensation bands for internal addition to base salary we offer a comprehensive benefits package performance-based incentives and opportunities for growth.
#LI-Remote
Daxko is dedicated to pursuing and hiring a diverse workforce. We are committed to diversity in the broadest sense including thought and perspective age ability nationality ethnicity orientation and gender. The skills perspectives ideas and experiences of all of our team members contribute to the vitality and success of our purpose and values.
We truly care for our team members and this is reflected through our offices and benefits and great perks. These perks are only for our full-time team members. Some of our favorites include:
Flexible paid time off
Affordable health dental and vision insurance options
Monthly fitness reimbursement
401(k) matching
New-Parent Paid Leave
Casual work environments
Remote work
All your information will be kept confidential according to EEO guidelines.
Remote Work :
Yes
Employment Type :
Full-time
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