Onboarding Specialist (Client Onboarding & Payment Operations)
At Paystone, we’re looking for an Onboarding Specialist who can confidently manage a high-volume onboarding pipeline while maintaining accuracy, urgency, and strong follow-through. In this role, you’ll manage merchant payment applications from submission through approval and activation, working closely with internal sales teams, acquirers, and operational stakeholders to ensure applications are processed accurately and within established SLAs. You’ll review documentation, troubleshoot discrepancies, coordinate follow-ups, and help merchants move smoothly through the onboarding process. This is a fast-paced operational role that requires strong organizational skills, attention to detail, and the ability to manage multiple active files simultaneously while working independently and making sound decisions in “grey area” situations. PLEASE NOTE: THIS IS NOT AN HR ONBOARDING ROLE. THIS POSITION FOCUSES ON MERCHANT/CLIENT ONBOARDING WITHIN THE PAYMENT PROCESSING INDUSTRY.
What You'll Do
Manage the full onboarding lifecycle for high-volume merchant accounts across multiple acquirers Process applications from submission through activation and transaction readiness while meeting 24-hour SLA timelines Act as the primary point of contact for internal sales teams and acquirer underwriters Coordinate application completion, documentation accuracy, and timely approvals Review and audit merchant applications and supporting documentation before submission. Identify discrepancies, missing information, and potential issues to prevent rework and application pends. Complete accurate data entry across multiple acquirer portals. Maintain up-to-date records within Salesforce and internal tracking systems. Manage ongoing follow-ups, status updates, and active onboarding workflows. Document and share onboarding process updates, acquirer mandates, and operational changes with the team. Identify opportunities to improve onboarding workflows, SOPs, and overall operational efficiency. What You'll Bring Post-secondary education in Business Administration, Operations, or a related field is considered an asset. 4+ years of experience in client onboarding or merchant onboarding within a fast-paced environment. Proven ability to manage a high-volume onboarding pipeline independently while balancing multiple active files and ongoing follow-ups Ability to review documentation thoroughly, identify discrepancies, and ensure accuracy before submission Experience communicating application corrections or rework requirements clearly and professionally while maintaining strong working relationships Ability to adapt quickly and navigate complex or unclear situations with sound judgment and problem-solving skills Experience working with Salesforce, onboarding portals, or similar operational systems with a high level of data accuracy Ability to provide clear and proactive updates on onboarding progress, delays, and outstanding requirements Familiarity with Canadian business documentation, business structures, or customer operations is considered an asset Perks & Benefits Compensation tied to market data We reward for contribution Flexible Time-off We’re committed to career development Work from home
Our Mission
By joining Paystone, you are joining a team that is future-focused and driven by our mission of creating Customer Driven Growth. By helping our clients create better experiences for their customers, and in turn, motivating their happy customers to share their experiences with others, our platform creates the momentum for our clients to gain more happy customers. In other words, we win when our customers do. Curious? Good! We want all the curiosity we can muster. Innovation stems from observation and questioning, so be eager, be innovative, and be ready to raise the bar. Come check us out!! paystone.com datacandy.com get.nicejob.com
About Us
Paystone is a leading North American payment and software company redefining the way merchants engage their customers and grow their businesses. The company's seamlessly integrated suite of automated payment processing, customer loyalty, gift card solutions, and now reputation marketing, is used by brands such as Irving Oil, The Source, Global Pet Foods, Kernels Popcorn, and many of the MTY Food Group's restaurant brands. Paystone's solutions are used at over 30,000 locations across Canada and the United States which collectively process over 10 billion dollars a year in bankcard volume. We employ over 200 employees and serve as the technology partner of choice for hundreds of partners across North America. Paystone is an equal opportunity employer. Should you require any accommodations due to disability please let us know at the time you are selected for an interview.