Client Operations Associate

Our administrative team plays a key role in the merchants’ onboarding process, working closely with the sales team to ensure a smooth experience before, during, and after a merchant is onboarded.

We assist with gathering and organizing the necessary documentation, setting up merchant accounts, and provide support if any concerns arise.

• Support in the onboarding process of new clients by taking virtual application calls and submitting documentation related to new accounts accurately and timely.
• Professionalism when handling phone calls, emails, and other correspondence.
• Prepare and send out agreements for signature.
• Enter and maintain all information correctly in Salesforce and various databases.
• Notify appropriate parties if impactful changes are requested by clients.
• Effectively multitask and manage their time efficiently.
• Follow up appropriately when needed to ensure accounts experience a high level of responsiveness, even if there is no substantive update or resolution to an outstanding item.
• Help clients dispute chargebacks by gathering all necessary documentation to prove it was a valid charge.
• Assist the Administration team with other duties as assigned.
• Collaborate with Senior Management and various departments such as Technical Support and Sales.

• Bachelor's degree is highly preferred.
• Self-starter with the ability to learn fast and work independently as well as within a team.
• Good work ethic and flexible hours.
• Strong proficiency in Microsoft Excel, Word, and Outlook.
• Comfortable working with a wide variety of professionals.
• The duties and requirements listed above should not be interpreted as all-inclusive.
• Must have strong communication skills.