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EverCommerce · 3 weeks ago

EverPro - Payments Onboarding Specialist (Remote, US)

United States

Full-time

Remote

Entry Level

$48K/yr - $54K/yr

1+ years exp

EverCommerce is a leading service commerce platform providing integrated SaaS solutions for service-based businesses. The Payments Onboarding Specialist will support the enrollment and onboarding process for new customers, ensuring they provide the necessary documentation for merchant account approval.

Digital MediaFinancial ServicesSoftware

No H1B

Responsibilities

Manage and prioritize a pipeline of SMB customer applications for software and payment processing

Work as a liaison between our prospective customers and our payment processors via proactive phone and email outreach

Communicate cross-functionally with Sales, Customer Success, Customer Care, as well as the prospective merchant and our payment processing partners, to gather, prepare, and submit documentation prior to and throughout the underwriting process

Place outbound calls to prospective customers to acquire documents and business information necessary in enabling them for payments

Help reduce churn of new merchants via proactive communication and support to create a positive merchant experience

Set expectations, consult with prospective merchants, and seek solutions to customer concerns and challenges

Ensure customer onboarding questions are answered, and requests are fulfilled in a timely manner

Play a key role in accelerating onboarding and application completion to drive total payment volume and revenue growth

Passionately support our commitment to create an outstanding experience for all customers

Qualification

Payments onboardingCustomer experienceSalesforceStripeUnderwriting experienceSoftware supportPhone presenceBuilding rapportWork ethicProfessional writing skillsAttention to detailProblem solving

Required

Bachelor's Degree

1-2 years of experience in software support or sales

Extreme attention to detail with a strong sense of ownership

Hunter mentality, desire to improve conversion metrics

Reliable, strong work ethic and ability to follow a process rigorously, methodically, and independently

Confident, self-motivated problem solver – ability to research solutions and learn independently

Excellent phone presence and strong professional writing skills are required

Comfortable working in a fast-paced, high-growth, rapidly changing environment and can handle juggling several tasks at once

Ability to build rapport and trust with our customers, while navigating challenging customer situations, with a focus on providing an exceptional customer experience