Pay Onboarding Specialist

The Onboarding Specialist is responsible for ensuring an excellent client experience during the initial onboarding process of a new Paystone account. This involves owning and managing an account from the pass off from sales, until the account is processing their first transactions. The ultimate goal is to ensure the onboarding process goes smoothly and the new client is up and running, able to use their Paystone products as quickly as possible. 

The Onboarding Specialist will have direct contact with the internal and external sales agents as well as the client to get an application from the point of submission to the point of approval efficiently and accurately as well as follow each account through the process of receiving their terminal and processing transactions, stepping in when needed to direct the flow and answer any questions along the way. The specialist is the key contact who is a liaison between the sales team and the acquirer. This role requires a high level of attention to detail and the ability to work within tight timelines and submission dates. 

Why join us?

Paystone is growing and evolving on a weekly and monthly basis. We’re getting hyper-focused on filling a market gap with our product, which is also growing. We’re a group of really passionate people who like to push the status quo and do what’s right.

About our Team

We’re a team full of highly motivated and committed people. We’re evolving and changing, so if you thrive in places of transition, this is the place for you. We’re real people helping other real people solve their problems, and we do it because that’s what good people do. So come work with some people who aren’t just good, they're great!

Responsibilities

• Configuring new client instances with all applicable products in the Paystone platform
• Liaise with internal and external sales teams for application completion and accuracy
• Understand and submit merchant applications to the acquirer and process each in a timely manner with a high level of attention to detail and accuracy
• Data entry in multiple online portals for various acquirers 
• Maintain accurate records of valuable company information in Salesforce and various spreadsheets 
• Coordinate with underwriters and relationship managers at various acquirers as needed
• Follow accounts moving through the onboarding process for terminal deployment, tracking, activations/troubleshooting and transaction monitoring - assisting as needed
• Document and knowledge share across the onboarding team with new processes, important information and updates
• Maintain and update current onboarding playbook with new mandates and processes as neede

Requirements

• Strong organizational and time management skills
• Ability to gather and analyze information from multiple sources
• Able to work in a fast paced environment
• Exceptional communication skills, both written and verbal, including the ability to respond effectively to external and internal teams
• High attention to detail is required to ensure accuracy in all tasks
• Experience in one of the following fields a definite asset: payments, loyalty and gift, POS

Perks & Benefits

• Compensation (fixed and variable) tied to market data (we user Mercer)
• We reward for contribution
• Unlimited Vacation - yes, for real
• We’re committed to career development
• Work from home
• Extended Health/Dental/Vision Care (Day 1)

Our Mission

By joining Paystone, you are joining a future-focused team driven by our mission of creating Customer Driven Growth.

By helping our clients create better experiences for their customers and motivating their happy customers to share their experiences with others, our platform creates momentum for our clients to gain more satisfied customers. In other words, we win when our customers do.

About Us

Paystone is a leading North American payment and software company redefining how merchants engage their customers and grow their businesses. The company's seamlessly integrated suite of automated payment processing, customer loyalty, gift card solutions, and now reputation marketing is used by brands such as Irving Oil, The Source, Global Pet Foods, Kernels Popcorn, and many of the MTY Food Group's restaurant brands. Paystone's solutions are used at over 30,000 locations across Canada and the United States, collectively processing over 10 billion dollars a year in bankcard volume. We employ over 200 employees and serve as the technology partner of choice for hundreds of partners across North America.

**Paystone is an equal opportunity employer. Should you require any accommodations due to disability, please let us know when you are selected for an interview.*


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