One Inc · 22 hours ago
Payment Onboarding Specialist
One Inc is a rapidly growing digital payments platform in the insurance industry, providing seamless payment solutions for insurers. The Payment Onboarding Specialist will coordinate the onboarding process for merchants, ensuring all documentation is collected and processed efficiently while maintaining strong relationships with clients and partners.
FinanceFinancial ServicesFinTechInsurTechPayments
Responsibilities
Build strong, trustful relationships with customers, banking partners, and any outside vendors that have crossover with Payment Operations
Develop, maintain, and update reports to assist and inform various partners and departments on payment related issues, project statuses, and implementation dates
Monitor project progress and communicate or handle any issues that arise
Coordinate and work with project managers to provide guidance for merchant onboarding and eliminate blockers
Work with clients to obtain underwriting documentation in preparation for onboarding
Assist in conducting due diligence reviews of applications, ensuring accuracy and completeness
Work independently to research and resolve merchant inquiries
Accurately perform the merchant setup process to ensure proper settings for each merchant
Update the appropriate merchant files, daily to ensure proper documentation of an activity
Process merchant onboarding applications in a timely manner and coordinate resolution of any issues with partners or underwriting
Thoroughly understand the merchant application and underwriting process with our credit card and ACH processors
Process merchant onboarding applications and coordinates resolution of any issues with partners and merchants
Leads resolution of any merchant setup or configuration issues. Works to understand potential issues and proactively takes steps to avoid or resolve them
Perform duties as assigned by director
Other operational duties as assigned
Qualification
Required
Proficiency in Microsoft applications is required
Expert level Excel skills are highly desired
Experience with project management framework
Excellent attention to detail, strong investigative skills, and exceptional analytical skills
Solid organizational skills, including multitasking and time-management
Excellent listing, verbal, and written communication skills
Excellent client-facing and internal communication skills
Ability to function with high-level and long-term strategy in mind
Ability to maintain strong organization skills with high volumes of projects. Ability to efficiently multi-task and prioritize
Excellent customer service ability that results in trust and long-standing relationships with our customers
Bachelor's Degree in Business, Project Management or related degree, or equivalent experience
Proven work experience as an Onboarding Specialist or similar role, – insurance and or merchant services experience is preferred
Preferred
Familiarity with JIRA and Salesforce is desired
Payments industry experience not required, but a major plus
Company
One Inc
We understand how paramount the customer experience is to a carrier's success.
Funding
Current Stage
Late StageTotal Funding
$35.5MKey Investors
Nordic CapitalAVP
2024-03-14Private Equity
2020-02-20Acquired
2017-05-02Private Equity· $15.5M
Recent News
2025-10-31
Company data provided by crunchbase