Paystone

• 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.

• 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.

• 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.

• Coordinate a warm client handoff from sales to onboarding • Lead the onboarding process for new enterprise clients • Establish onboarding project goals, deliverables, required resources, timelines and budgets in close collaboration with new clients • Conduct comprehensive training sessions for clients, demonstrating key features and best practices to drive product adoption and client success • Manage timelines, deliverables, and client expectations throughout the onboarding process until launch and hand-off to our Account Management and Support teams • Resolve issues and solve problems through the course of the project • Stay up to date on the latest Gift and Loyalty industry trends

• Manage onboarding and implementation projects for new clients • Coordinate a warm client handoff from sales to onboarding • Lead the onboarding process for new enterprise clients • Establish onboarding project goals, deliverables, required resources, timelines and budgets in collaboration with new clients • Conduct comprehensive training sessions for clients • Manage timelines, deliverables, and client expectations throughout the onboarding process • Stay up to date on industry trends