Onboarding Specialist (Client Onboarding & Payment Operations)
About the position This is a fully remote position with Paystone, a leading Canadian payment processing company. You will work during North American business hours (Eastern Time). Strong professional English is required. We are looking for an Onboarding Specialist who can confidently manage a high-volume onboarding pipeline while maintaining accuracy, urgency, and strong follow-through. You will manage merchant payment applications from submission through approval and activation, working closely with internal sales teams, acquirers, and operational stakeholders to ensure applications are processed accurately and within established SLAs. This is a fast-paced operational role requiring strong organizational skills, attention to detail, and the ability to manage multiple active files simultaneously while working independently.
Responsibilities
- Manage the full onboarding lifecycle for high-volume merchant accounts across multiple acquirers
- Process applications from submission through activation and transaction readiness while meeting 24-hour SLA timelines
- Act as the primary point of contact for internal sales teams and acquirer underwriters
- Coordinate application completion, documentation accuracy, and timely approvals
- Review and audit merchant applications and supporting documentation before submission. Identify discrepancies, missing information, and potential issues to prevent rework and application pends.
- Complete accurate data entry across multiple acquirer portals.
- Maintain up-to-date records within Salesforce and internal tracking systems.
- Manage ongoing follow-ups, status updates, and active onboarding workflows.
- Document and share onboarding process updates, acquirer mandates, and operational changes with the team.
- Identify opportunities to improve onboarding workflows, SOPs, and overall operational efficiency.
Requirements
- 4+ years of experience managing client onboarding, account activation workflows, or operational onboarding processes. Ideally within banking, fintech, telecom, insurance, or financial services
- Post-secondary education (Bac+2 or higher) in Business Administration, Operations, or a related field
- Proven ability to manage a high-volume onboarding pipeline independently while balancing multiple active files and ongoing follow-ups
- Ability to review documentation thoroughly, identify discrepancies, and ensure accuracy before submission
- Experience communicating application corrections or rework requirements clearly and professionally while maintaining strong working relationships
- Ability to adapt quickly and navigate complex or unclear situations with sound judgment and problem-solving skills
- Experience working with Salesforce, onboarding portals, or similar operational systems with a high level of data accuracy
- Ability to provide clear and proactive updates on onboarding progress, delays, and outstanding requirements
- Professional English (written and spoken) is required
Nice-to-haves
- Familiarity with Canadian business documentation, business structures, or customer operations is considered an asset
Benefits
- Compensation tied to market data
- We reward for contribution
- Flexible Time-off
- We’re committed to career development
- Work from home