Account Coordinator

Job Summary

Guiding merchants through the onboarding process, the full-time remote Account Coordinator will manage new merchant applications, ensure accurate documentation, and provide exceptional customer service while collaborating with internal teams.

Key responsibilities:

• Directly manage the new merchant application process, including processing applications and following up for missing information
• Collaborate with sales, customer success, and underwriting teams to ensure successful onboarding of new merchants
• Organize and manage a pipeline of 30+ merchant applications while maintaining proper documentation and communication

Required qualifications:

• 1+ years of experience in customer service, preferably in financial or merchant services
• Experience in merchant onboarding or account management is highly preferred
• Familiarity with Google Suite products and Mac operating systems preferred
• Experience with Confluence products, Zoom, and/or Salesforce is a plus
• Excellent phone etiquette and demonstrated experience in successful conflict resolution