Customer On-Boarding Specialist jobs in United States
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Paysafe · 8 hours ago

Customer On-Boarding Specialist

Paysafe is a company focused on merchant processing, and they are seeking a Customer Onboarding Specialist to manage the application lifecycle. This role involves ensuring the accuracy of applications, communicating with merchants, and collaborating with underwriters to facilitate the onboarding process.

Financial ServicesFinTechMobile PaymentsRisk Management

Responsibilities

Deliver expert and professional support through phone and email communications
Review and validate submitted documentation for completeness and accuracy
Collaborate closely with senior underwriters by providing required documentation and initial evaluations
Serve as the primary liaison between merchants and the Paysafe Underwriting team
Maintain a thorough understanding of Underwriting and Account Change procedures to effectively guide merchants
Reach out to clients to request additional details or clarification when needed
Support cross-functional teams by assisting with DocuSign request submissions
Escalate unusual or high-risk situations to management, including concerns raised by Payment Specialists or merchants
Monitor the Deployment Queue to identify and address delays impacting speed to revenue
Follow up on outstanding pending payments to ensure timely resolution
Prepare file builds for escalations when necessary
Identify process gaps and recommend opportunities for improvement
Consistently meet performance targets with a proactive, solution-oriented mindset

Qualification

Customer service experienceDocumentation validationTime managementAttention to detailDiscretionTeam playerIntegrityAdaptabilityCommunication skills

Required

High School Diploma or GED, required; Bachelor's Degree preferred
1+ years of experience in a professional office setting, required
Proven customer service experience in a related field or environment
Strong ability to comprehend and follow both written and verbal instructions
Demonstrates a high level of integrity and discretion when handling sensitive and confidential information
Exceptionally organized with strong follow-up and time management skills
Comfortable navigating and working across multiple systems and platforms
Flexible and adaptable team player who thrives in collaborative environments
Detail-oriented with a commitment to accuracy and quality in all tasks

Preferred

Bachelor's Degree preferred

Company

Paysafe is a global payments provider offering a range of payments solutions for businesses and consumers.

Funding

Current Stage
Public Company
Total Funding
$2B
2021-03-31Post Ipo Equity· $2B
2017-08-04Post Ipo Equity
2015-12-23IPO

Leadership Team

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Bruce Lowthers
Chief Executive Officer
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Christopher W. Russell
Former CEO, now Non Executive Director and Senior Advisor to Managment of Skrill USA, Inc.
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Company data provided by crunchbase