Account Coordinator
PayJunction•Santa Barbara, CA
•$48,000 - $52,000•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.
Requirements
- 1+ years experience in customer service required, preferably in a financial services or merchant services environment.
- 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
Nice To Haves
- 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
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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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
