Implementation Manager

NorthAB LLC
$70,000 - $80,000Remote

About The Position

PayTrace is seeking a skilled and motivated Implementation Manager to join the Merchant Operations team. This remote individual contributor role is responsible for overseeing the end-to-end onboarding experience for new merchants, managing B2B client integrations from sales handover through go-live, and ensuring a smooth transition to Client Services. The ideal candidate brings a minimum 2 years of implementation or related customer support focused experience in merchant payment processing. The Implementation Manager serves as the primary point of contact for merchants throughout onboarding, guiding them through the PayTrace gateway platform, ISV integrations, ERP connections, and interchange optimization setup, collaborating with Sales, Underwriting, and Client Services to deliver an exceptional merchant experience.

Requirements

  • High School Diploma or equivalent with Bachelor's Degree preferred.
  • Minimum 4 years of experience in implementation or a related customer-facing role within the merchant payment processing industry.
  • Experience in payment processing, banking, credit card, ACH, or gateway environments.
  • Demonstrated ability to manage multiple projects simultaneously and meet deadlines in a remote environment.
  • Excellent written and verbal communication skills
  • Strong organizational skills and the ability to prioritize effectively in a fast-paced, distributed work environment.
  • Analytical and problem-solving aptitude with experience identifying and resolving operational or compliance issues prior to merchant activation.
  • Self-starter with a proactive approach to relationship management and issue resolution with minimal in-person supervision.
  • Hands-on experience with payment gateway implementations, B2B onboarding workflows, or ISV/ERP integrations (PayTrace or comparable platforms a plus).

Nice To Haves

  • Understanding of ISV partnership models, ERP integrations, and B2B accounts receivable automation.
  • Familiarity with interchange optimization strategies and Level II/III data processing.
  • Experience with underwriting or compliance review processes in a payments or financial services context.
  • Experience with project management and related tools.

Responsibilities

  • Serve as the primary point of contact for merchant implementations from sales handover through go-live and Client Services transition.
  • Intake and onboard new merchant applications as the primary point of contact throughout the process.
  • Ensure accuracy of system settings, hardware provisioning, and terminal activation for each merchant.
  • Resolve discrepancies and missing documentation prior to activation; escalate risks as needed.
  • Review applications for accuracy, completeness, and compliance prior to underwriting.
  • Perform quality checks on all submitted information and supporting documentation.
  • Guide merchants through PayTrace system setup, ensuring they have the correct hardware and software for launch.
  • Track tasks and dependencies across concurrent implementations.
  • Support merchants through activation, confirming systems and payment processing are fully operational.
  • Foster and maintain merchant relationships following the sales handoff, promoting long-term satisfaction and retention consistent with PayTrace’s 5-star service commitment.
  • Communicate proactively with clients, internal staff, and leadership, serving as a trusted advocate for merchants throughout onboarding.

Benefits

  • Medical, Dental, & Vision Coverage
  • Flexible Paid Time Off
  • 401(k) + Match
  • Mental Health Support & Well-Being Program
  • Paid Maternity & Paternity Leave
  • Education Assistance
  • Company-funded Lifestyle Spending Account
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