Client Onboarding Specialist

Payarc - Greenwich, CT

Full-time - Entry Level

Greenwich, CT

Credit Intermediation and Related Activities

About the position

The Client Onboarding Specialist at Payarc LLC is responsible for facilitating the onboarding process for new merchant clients, ensuring they are equipped to utilize payment processing tools effectively. This role involves technical support, customer service, and training, aimed at enhancing the client experience and operational efficiency.

Responsibilities

• Board approved merchants in proprietary software application including pricing profiles and reserves utilizing rules-based case studies.
• Program various payment terminals and perform test transactions for customers to be able to accept payments for their business by creating a method for the merchant to accept credit cards.
• Program gateway profiles to enable merchants to accept credit cards through a card not present method using their knowledge of the business to determine the correct program.
• Troubleshoot technical issues by researching issues using the expertise learned during training, and not only determining the root cause of the issue, but be able to solve the issues independently.
• Provide remote technical customer service to existing clients over the phone and email.
• Individually be able to analyze an account and determine the best way for them to process sales.
• Ability to manage over a dozen software applications and be able to analyze potential issues and solve for client solutions.
• Work closely with new merchants to train them on all of the systems Payarc offers, making sure that the merchant feels comfortable using each individual program and has a strong understanding of all aspects of the business.
• Create case studies based on new technical support issues that arise.
• Other duties as assigned.

Requirements

• High school diploma or GED
• 6+ months of relevant experience
• Proficient in Microsoft Word and Excel
• Strong organizational skills
• Self-motivated
• Works well with teams
• Detail-oriented
• Problem solver

Nice-to-haves

• College degree preferred