Account Coordinator

PayJunctionSanta Barbara, CA
Hybrid

About The Position

We are seeking an Account Coordinator to ensure smooth and successful onboarding experiences for merchants by guiding them through the necessary steps, collecting and verifying relevant information, and submitting their merchant application. They also provide exceptional customer service, addressing inquiries, resolving issues, and delivering accurate and timely information to merchants. They play a crucial role in establishing strong merchant relationships and contributing to the overall growth and success of the merchant & PayJunction. PayJunction is relentless and emphatical about helping others. We exist to drive the success of our partners. Specifically, the developers who connect to us, businesses who process payments through us, and all of our team members who work with us at PayJunction. We believe dreams inspire people to start a business, and others to partner with them. While building dreams, entrepreneurs and business professionals will face many challenges along the way. We believe great partners can make all the difference. We are your dream partner. Your success is our success. Our dream is to help you realize yours. We exist to drive the success of our partners. We do this by fundamentally changing the way you transact with others. We just happen to make great payment systems. If you love helping others succeed, in a culture that celebrates perfecting your craft, consider partnering with us.

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

Responsibilities

  • 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.

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
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