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Boost Payment Solutions · 22 hours ago

Client Onboarding Specialist

NYC Metro Area

Full-time

Hybrid

Mid Level

$68K/yr - $75K/yr

3+ years exp

Boost Payment Solutions is a fintech company focused on optimizing the use and acceptance of commercial cards. The Client Onboarding Specialist role involves setting up new clients on payment-related platforms and addressing client issues post-onboarding, while collaborating with various internal teams to maintain service levels.

B2BBankingFinancial ServicesFinTechPayments

Diversity & Inclusion

Responsibilities

Account onboarding/offboarding

Work with the Boost Sales team and new customers to gather and validate information required to onboard and underwrite those customers

Enter and validate data across multiple systems, including Salesforce, in order to facilitate the onboarding process

Collaborate with the Client Management team to identify areas for process improvements and automation

Respond to Client inquiries via email or support calls

Collaborate with internal Boost team members to resolve issues regarding payments, invoice data, remittance information, etc

Resolving issues will involve using internal data systems for research

Ensure that the client inquiries and concerns are addressed with timeliness and resolved to their satisfaction in a professional and courteous manner

Track, document, and communicate resolutions back to Clients, internal Boost members, and/or partners, as needed

Client retention actions, as needed, and when appropriate

Assist Clients in understanding the process flow of their account, when appropriate

Assist in maintaining the quality of information/data stored in Salesforce

Qualification

Client Onboarding experienceSalesforceMicrosoft ExcelSQLCustomer ServiceAnalytical skillsCommunication skillsOrganizational skillsTeamwork skillsTime management