Account Coordinator

Role Overview

• Directly manage the new merchant application process including processing new applications following-up with merchants by phone and email to collect missing financial information ensuring the quality and accuracy of documents collected facilitating cross-functional communication among sales, customer success and our underwriting departments.
• Collaborate with our sales, customer success and underwriting teams for the successful onboarding of new merchants.
• Answer and screen inbound phone calls, including appropriately delegating inbound phone leads.
• Organize and manage a regular pipeline of 30+ merchant applications.
• Communicate with clients on a daily basis to ensure customer satisfaction and conflict resolution.
• Use our internal software systems to document tasks, track projects and communicate with team members.
• Maintain proper documentation and organization within our systems while keeping sensitive data secure.

Requirements

• 1+ years experience in customer service required, preferably in a financial services or merchant services environment.
• Experience in merchant onboarding or account management is highly preferred
• Experience with Google Suite products and Mac operating systems preferred
• Experience with Confluence products (Wiki, Jira), Zoom and/or Salesforce is a plus
• Excellent phone etiquette
• Excellent verbal and written communication
• Demonstrated experience in successful conflict resolution
• Strong organizational skills
• Ability to multitask in a deadline-driven environment

Benefits

• Health, dental, and vision paid 100% by company for you and your dependents
• 401k with 6% match
• FSA and Dependent Care FSA
• Long-term & short-term disability coverage for you paid 100% by company
• 8 paid company holidays per year
• 2 paid floating holidays per year
• 1 paid volunteer day per year
• Paid Time Off
• Home office equipment stipend
• Annual Learning Stipend
• Quarterly “fun budgets” for team bonding events
• Opportunity to be part of a company that is changing a whole industry
• Opportunity for growth within the company
• Opportunity for remote, in-office, or hybrid work